CHE
Chemed Corporation · Healthcare · Medical - Care Facilities
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +0.6% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 53.78K | $26.72M | +1 | −1 |
| Q2 2026 | 131 | +6 | 8.89M | $4.13B | +9 | −4 |
| Q1 2026 | 129 | 0 | 8.71M | $3.29B | +5 | −6 |
| Q4 2025 | 129 | -2 | 9.90M | $4.23B | +1 | −2 |
| Q3 2025 | 22 | -1 | 5.87M | $2.63B | n/a | −2 |
| Q2 2025 | 21 | +1 | 4.75M | $2.31B | +2 | −1 |
| Q1 2025 | 17 | 0 | 1.55M | $954.33M | +1 | −1 |
| Q4 2024 | 17 | +1 | 1.54M | $817.61M | +2 | −1 |
| Q3 2024 | 15 | 0 | 874.91K | $525.85M | n/a | n/a |
| Q2 2024 | 15 | n/a | 976.21K | $529.86M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 485.10K | +1.0% | $298.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 355.98K | +4.6% | $219.09M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (pasivo) | 200.75K | +10.9% | $123.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Point72 Asset Management ✦ | 128.68K | +24.9% | $79.18M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 77.06K | -4.5% | $46.81M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 6 | Millennium Management ✦ | 71.87K | -49.0% | $44.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 51.10K | +8.5% | $31.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 48.29K | -37.4% | $29.71M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 9 | D. E. Shaw & Co. ✦ | 43.65K | +874.3% | $26.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 10 | T. Rowe Price ✦ | 22.82K | -9.8% | $14.04M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | GAMCO Investors ✦ | 19.91K | -6.5% | $12.25M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 14.95K | -6.6% | $9.20M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 13 | Fisher Asset Management ✦ | 11.48K | +43.8% | $7.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 7.67K | -8.2% | $4.72M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 6.80K | Nuevo | $4.19M | 0.0% | New | 1 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 3.72K | -29.9% | $2.29M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Wellington Management ✦ | 2.01K | -10.2% | $1.24M | 0.0% | ▼ Trim | 4 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Arrowstreet Capital | $4.19M | 0.0% |
Posición cerrada
| Marshall Wace | $618,276 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 486 tenedores, 12.67M acciones, $4.47B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director · 2.00K acc. · $1.03M
Officer, Director · 2.00K acc. · $1.00M
Officer, Director · 2.00K acc. · $1.08M
Officer · 1.00K acc. · $541,040
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología