CHEMED CORP NEW CHE
COM · Common Stock · CUSIP 16359R103
- SectorHealth care
- IndustryServices-Home Health Care Services
- HeadquartersCincinnati, OH
- Websitechemed.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($54.3m this quarter). Holder counts are more reliable. Shares outstanding: 13.1m as of 2026-06-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $463.90. Options: 5 managers hold calls ($27.8m notional), 3 hold puts ($3.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 420 |
| Q4 2022 | 442 |
| Q1 2023 | 460 |
| Q2 2023 | 465 |
| Q3 2023 | 460 |
| Q4 2023 | 503 |
| Q1 2024 | 510 |
| Q2 2024 | 517 |
| Q3 2024 | 530 |
| Q4 2024 | 531 |
| Q1 2025 | 557 |
| Q2 2025 | 540 |
| Q3 2025 | 523 |
| Q4 2025 | 518 |
| Q1 2026 | 491 |
| Q2 2026 | 532 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 248 | 231 |
| Q4 2024 | 203 | 271 |
| Q1 2025 | 261 | 252 |
| Q2 2025 | 265 | 260 |
| Q3 2025 | 256 | 278 |
| Q4 2025 | 212 | 289 |
| Q1 2026 | 225 | 258 |
| Q2 2026 | 271 | 244 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.0m | $5.6m | 1.41 |
| Q4 2025 | $1.7m | $4.0m | 2.38 |
| Q1 2026 | $6.1m | $5.3m | 0.87 |
| Q2 2026 | $27.8m | $3.0m | 0.11 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +556.9k |
| Boston Partners | New | +280.7k |
| River Road Asset Management, LLC | Added | +166.2k |
| BlackRock, Inc. | Added | +147.6k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +146.4k |
| SG Americas Securities, LLC | Added | +105.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +92.6k |
| Point72 Asset Management, L.P. | New | +74.5k |
| GOLDMAN SACHS GROUP INC | Added | +45.9k |
| Gotham Asset Management, LLC | Added | +44.4k |
Biggest sellers
| TWO SIGMA INVESTMENTS, LP | Reduced | -279.3k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -238.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -185.1k |
| Impax Asset Management Group plc | Sold out | -176.4k |
| Van Berkom & Associates Inc. | Reduced | -167.4k |
| CITADEL ADVISORS LLC | Sold out | -114.1k |
| JPMORGAN CHASE & CO | Reduced | -97.6k |
| NOMURA HOLDINGS INC | Reduced | -89.3k |
| BRIDGES INVESTMENT MANAGEMENT INC | Reduced | -61.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -54.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $11.9m25.6k shares |
| JANE STREET GROUP, LLC | Added | $6.7m14.3k shares |
| IMC-Chicago, LLC | Added | $5.3m11.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.8m8.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $93.1k200 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.1m4.6k shares |
| CITADEL ADVISORS LLC | Reduced | $558.9k1.2k shares |
| IMC-Chicago, LLC | Reduced | $279.4k600 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-08-12 | 7.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $75.3k | 2 | $2.1m | — |
| Q1 2025 | 0 | — | 2 | $2.6m | — |
| Q2 2025 | 0 | — | 2 | $2.6m | — |
| Q3 2025 | 1 | $83.4k | 3 | $6.5m | — |
| Q4 2025 | 0 | — | 1 | $875.1k | — |
| Q1 2026 | 0 | — | 1 | $1.4m | — |
| Q2 2026 | 0 | — | 4 | $1.7m | — |
| Q3 2026 | 0 | — | 3 | $4.8m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-28 | MCNAMARA KEVIN J president and CEO, director | Sold | $1.0m2.0k shares |
| 2026-09-18 | MCNAMARA KEVIN J president and CEO, director | Sold | $1.0m2.0k shares |
| 2026-08-21 | MCNAMARA KEVIN J president and CEO, director | Sold | $1.1m2.0k shares |
| 2026-08-21 | LEE SPENCER S executive vice president | Sold | $541.0k1.0k shares |
| 2026-08-03 | MCNAMARA KEVIN J president and CEO, director | Sold | $1.1m2.0k shares |
| 2026-07-31 | GRACE PATRICK P Director | Sold | $101.1k190 shares |
| 2026-06-09 | LINDELL ANDREA R Director | Sold | $602.6k1.3k shares |
| 2026-05-29 | WALSH GEORGE J III Director | Sold | $218.9k500 shares |
| 2026-05-08 | GRACE PATRICK P Director | Sold | $25.5k60 shares |
| 2026-05-01 | MCNAMARA KEVIN J president and CEO, director | Sold | $842.3k2.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 1.5m $691.3m | Added +147.6k |
| AQR CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 972.5k $446.2m | Added +556.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 787.1k $366.6m | Reduced -28.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 604.4k $281.5m | Reduced -31.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.25% of their portfolio | 453.2k $211.0m | Added +146.4k |
| STATE STREET CORP 0.01% of their portfolio | 444.7k $207.1m | Reduced -17.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 413.9k $192.8m | Added +2.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 403.4k $185.8m | Reduced -97.6k |
| Boston Partners 0.12% of their portfolio | 280.7k $130.7m | New |
| Epoch Investment Partners, Inc. 0.71% of their portfolio | 267.3k $124.5m | Added +17.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 260.6k $121.3m | Added +12.7k |
| TD Asset Management Inc 0.10% of their portfolio | 256.3k $119.4m | Reduced -23.4k |
| River Road Asset Management, LLC 1.23% of their portfolio | 237.9k $110.8m | Added +166.2k |
| MORGAN STANLEY 0.01% of their portfolio | 232.3k $108.2m | Added +5.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.28% of their portfolio | 220.0k $102.5m | Added +92.6k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 219.8k $102.4m | Reduced -16.6k |
| Boston Trust Walden Corp 0.71% of their portfolio | 201.3k $93.7m | Reduced -3.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 199.1k $92.8m | Added +24.5k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 183.9k $85.7m | Added +45.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 170.4k $79.3m | Added +6.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 166.1k $77.4m | Added +13.7k |
| NORGES BANK 0.01% of their portfolio | 163.4k $76.1m | Not comparable |
| Van Berkom & Associates Inc. 2.44% of their portfolio | 162.8k $75.8m | Reduced -167.4k |
| DekaBank Deutsche Girozentrale 0.10% of their portfolio | 155.3k $57.9m | Unchanged |
| Invesco Ltd. 0.01% of their portfolio | 150.4k $70.0m | Added +11.2k |
| Copeland Capital Management, LLC 1.39% of their portfolio | 145.0k $67.5m | Reduced -3.0k |
| SG Americas Securities, LLC 0.04% of their portfolio | 132.3k $61.6m | Added +105.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 119.7k $55.8m | Reduced -9.3k |
| UBS Group AG 0.01% of their portfolio | 106.5k $49.6m | Reduced -35.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 103.6k $48.3m | Added +7.6k |
| Caisse de depot et placement du Quebec 0.06% of their portfolio | 95.1k $44.3m | Reduced -20.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 94.0k $43.8m | Reduced -14.3k |
| Gotham Asset Management, LLC 0.10% of their portfolio | 93.1k $43.4m | Added +44.4k |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 92.7k $44.6m | Reduced -14.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.18% of their portfolio | 91.8k $42.7m | Reduced -6.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 91.3k $42.5m | Added +34.3k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.39% of their portfolio | 90.6k $42.2m | Added +27.8k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 84.0k $39.1m | Reduced -4.3k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 74.5k $34.7m | New |
| ProShare Advisors LLC 0.05% of their portfolio | 70.8k $33.0m | Added +13.9k |
| Aptus Capital Advisors, LLC 0.22% of their portfolio | 64.1k $29.8m | Added +3.0k |
| BARINGTON COMPANIES MANAGEMENT, LLC 19.69% of their portfolio | 60.1k $28.0m | Added +3.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 57.0k $26.5m | Reduced -1.2k |
| Amundi 0.01% of their portfolio | 53.9k $25.1m | Added +18.3k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 53.7k $25.0m | Reduced -5.5k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 53.0k $24.4m | Added +22.0k |
| Eversept Partners, LP 1.33% of their portfolio | 52.5k $24.5m | Added +21.5k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.12% of their portfolio | 51.0k $23.8m | Reduced -11.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 51.0k $23.8m | Reduced -4.1k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 50.4k $23.5m | Reduced -54.2k |
| JUPITER ASSET MANAGEMENT LTD 0.11% of their portfolio | 48.5k $22.6m | Reduced -13.5k |
| Mariner, LLC 0.02% of their portfolio | 47.5k $22.1m | Added +19.8k |
| Aristotle Capital Boston, LLC 1.38% of their portfolio | 44.1k $20.5m | Reduced -8.7k |
| Candriam S.C.A. 0.09% of their portfolio | 41.4k $19.3m | Reduced -1.8k |
| Integrated Wealth Concepts LLC 0.09% of their portfolio | 41.0k $19.1m | Added +15.7k |
| ALPS ADVISORS INC 0.09% of their portfolio | 40.8k $19.0m | Added +996 |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 40.1k $18.7m | Added +19.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 39.6k $18.5m | Reduced -931 |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 39.1k $18.2m | Added +26.7k |
| PANAGORA ASSET MANAGEMENT INC 0.06% of their portfolio | 38.9k $18.1m | New |
| LONE PEAK GLOBAL INVESTORS LLC 2.38% of their portfolio | 37.1k $17.3m | Added +10.2k |
| HRT FINANCIAL LP 0.04% of their portfolio | 36.8k $17.2m | New |
| Fenimore Asset Management Inc 0.35% of their portfolio | 36.5k $17.0m | Added +783 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 34.6k $16.1m | Reduced -4.7k |
| Retirement Systems of Alabama 0.05% of their portfolio | 34.2k $15.9m | Reduced -3.6k |
| Nuveen, LLC 0.00% of their portfolio | 32.2k $15.0m | Reduced -2.1k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 31.4k $14.6m | Added +27.1k |
| GABELLI FUNDS LLC 0.09% of their portfolio | 30.6k $14.2m | Reduced -578 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 30.1k $14.0m | Reduced -1.5k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.15% of their portfolio | 30.0k $14.0m | New |
| FMR LLC 0.00% of their portfolio | 29.3k $13.6m | Reduced -765 |
| Cerity Partners LLC 0.02% of their portfolio | 28.1k $13.1m | Added +18.3k |
| CABOT WEALTH MANAGEMENT INC 1.26% of their portfolio | 26.6k $12.4m | Reduced -117 |
| Swiss National Bank 0.01% of their portfolio | 26.2k $12.2m | Reduced -1.8k |
| Creative Planning 0.01% of their portfolio | 25.8k $12.0m | Added +17.6k |
| FIL Ltd 0.01% of their portfolio | 24.5k $11.4m | Unchanged |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 24.5k $11.4m | Reduced -44.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 24.5k $11.4m | Reduced -7.1k |
| CIBC Bancorp USA Inc. 0.01% of their portfolio | 23.7k $11.0m | Added +19.6k |
| Bahl & Gaynor LLC 0.05% of their portfolio | 22.6k $10.5m | Added +1.8k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 22.3k $10.4m | Reduced -279.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 22.1k $10.3m | Reduced -31.8k |
| Crawford Fund Management, LLC 3.14% of their portfolio | 22.0k $10.2m | Added +650 |
| Signal Advisors Wealth, LLC 0.50% of their portfolio | 20.6k $9.6m | Added +2.1k |
| GAMCO INVESTORS, INC. ET AL 0.09% of their portfolio | 20.5k $9.6m | Reduced -1.3k |
| Bridgewater Associates, LP 0.04% of their portfolio | 20.4k $9.5m | Added +15.3k |
| Legal & General Group Plc 0.00% of their portfolio | 19.9k $9.3m | Reduced -1.0k |
| IEQ CAPITAL, LLC 0.04% of their portfolio | 19.5k $9.1m | Added +17.1k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 18.8k $8.8m | Added +16.4k |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 18.7k $8.7m | Added +4.4k |
| DRH Investments, Inc. 6.86% of their portfolio | 18.6k $8.7m | Reduced -2.2k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 18.6k $8.7m | Added +7.1k |
| Trexquant Investment LP 0.05% of their portfolio | 18.0k $8.4m | Reduced -11.8k |
| GW&K Investment Management, LLC 0.06% of their portfolio | 17.7k $8.3m | Reduced -14 |
| Harel Insurance Investments & Financial Services Ltd. 0.04% of their portfolio | 17.1k $7.9m | Reduced -1.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.7k $7.8m | Added +13.7k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 16.5k $7.7m | Reduced -1.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 16.3k $7.6m | Reduced -484 |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 16.3k $7.6m | Reduced -5.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 16.1k $6.1m | Reduced -1.6k |