- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 13 May 2025
- Managers listing it
- 12
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 8 listed it in both
- Shares listed
- 1,069,479
- combined, among listed positions
- Reported value
- $657m
- combined, at the quarter end
Among the 95 comparable managers: 6 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CHE in Q1 2025
12 of 12 holders
Largest increases and reductions, by shares
Increases
- Point72 Asset Management LPexisting position · 128,684 shares now+25,652
- Neuberger Berman Group LLCexisting position · 521,212 shares now+19,650
- Element Capital Management LLCnew position · 4,473 shares now+4,473
Reductions
- Acadian Asset Management LLCexisting position · 148,125 shares now-6,779
- AQR Capital Management LLCexisting position · 77,059 shares now-3,606
- Holocene Advisors LPexisting position · 9,550 shares now-2,864
- GAMCO Investors Incexisting position · 19,907 shares now-1,377
- Bridgewater Associates LPexisting position · 7,667 shares now-682
New positions and exits
New (1)
Exited (1)
- Freestone Grove Partners LPwas $62m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 3 | $81m | n.a. | n.a. |
| Q3 2013 | 1 | $63m | n.a. | n.a. |
| Q4 2013 | 1 | $68m | n.a. | n.a. |
| Q1 2014 | 4 | $201m | n.a. | n.a. |
| Q2 2014 | 3 | $202m | n.a. | n.a. |
| Q3 2014 | 5 | $287m | n.a. | n.a. |
| Q4 2014 | 4 | $299m | n.a. | n.a. |
| Q1 2015 | 3 | $253m | n.a. | n.a. |
| Q2 2015 | 4 | $298m | n.a. | n.a. |
| Q3 2015 | 3 | $311m | n.a. | n.a. |
| Q4 2015 | 5 | $434m | n.a. | n.a. |
| Q1 2016 | 4 | $288m | n.a. | n.a. |
| Q2 2016 | 5 | $293m | n.a. | n.a. |
| Q3 2016 | 4 | $294m | n.a. | n.a. |
| Q4 2016 | 4 | $363m | n.a. | n.a. |
| Q1 2017 | 3 | $407m | n.a. | n.a. |
| Q2 2017 | 5 | $442m | n.a. | n.a. |
| Q3 2017 | 5 | $423m | n.a. | n.a. |
| Q4 2017 | 5 | $493m | n.a. | n.a. |
| Q1 2018 | 6 | $648m | n.a. | n.a. |
| Q2 2018 | 14 | $685m | n.a. | n.a. |
| Q3 2018 | 13 | $635m | n.a. | n.a. |
| Q4 2018 | 11 | $550m | n.a. | n.a. |
| Q1 2019 | 13 | $605m | n.a. | n.a. |
| Q2 2019 | 8 | $652m | n.a. | n.a. |
| Q3 2019 | 11 | $717m | n.a. | n.a. |
| Q4 2019 | 10 | $902m | n.a. | n.a. |
| Q1 2020 | 12 | $914m | n.a. | n.a. |
| Q2 2020 | 13 | $953m | n.a. | n.a. |
| Q3 2020 | 16 | $1.0bn | n.a. | n.a. |
| Q4 2020 | 14 | $1.1bn | n.a. | n.a. |
| Q1 2021 | 13 | $898m | n.a. | n.a. |
| Q2 2021 | 13 | $920m | n.a. | n.a. |
| Q3 2021 | 13 | $1.0bn | n.a. | n.a. |
| Q4 2021 | 13 | $1.1bn | n.a. | n.a. |
| Q1 2022 | 12 | $906m | n.a. | n.a. |
| Q2 2022 | 12 | $798m | n.a. | n.a. |
| Q3 2022 | 12 | $664m | n.a. | n.a. |
| Q4 2022 | 13 | $834m | n.a. | n.a. |
| Q1 2023 | 13 | $855m | n.a. | n.a. |
| Q2 2023 | 13 | $961m | n.a. | n.a. |
| Q3 2023 | 16 | $982m | n.a. | n.a. |
| Q4 2023 | 13 | $1.1bn | 5 | 7 |
| Q1 2024 | 12 | $1.1bn | 5 | 5 |
| Q2 2024 | 14 | $912m | 5 | 7 |
| Q3 2024 | 13 | $693m | 6 | 6 |
| Q4 2024 | 11 | $588m | 4 | 6 |
| Q1 2025 | 12 | $657m | 6 | 6 |
| Q2 2025 | 11 | $582m | 9 | 6 |
| Q3 2025 | 8 | $487m | 6 | 2 |
| Q4 2025 | 13 | $634m | 17 | 15 |
| Q1 2026 | 12 | $612m | 15 | 14 |
| Q2 2026 | 10 | $807m | 15 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
CHE and UNH →CHE and ELV →CHE and CI →Choose a stock to compare with CHE →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CHE, latest filings →Back to the 13F Explorer →