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 ($31.4m this quarter). Holder counts are more reliable. Shares outstanding: 14.2m as of 2025-09-30, 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 ≈ $447.73. Options: 4 managers hold calls ($4.0m notional), 3 hold puts ($5.6m).
Trends to Q3 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 229 | 201 |
| Q1 2024 | 227 | 238 |
| Q2 2024 | 254 | 233 |
| Q3 2024 | 248 | 231 |
| Q4 2024 | 203 | 271 |
| Q1 2025 | 261 | 252 |
| Q2 2025 | 265 | 260 |
| Q3 2025 | 256 | 278 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $14.3m | $3.4m | 0.24 |
| Q1 2025 | $8.1m | $5.2m | 0.64 |
| Q2 2025 | $2.3m | $4.8m | 2.04 |
| Q3 2025 | $4.0m | $5.6m | 1.41 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +775.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +84.2k |
| Epoch Investment Partners, Inc. | Added | +69.9k |
| UBS Group AG | Added | +57.2k |
| GOLDMAN SACHS GROUP INC | Added | +57.2k |
| TD Asset Management Inc | Added | +56.5k |
| Allspring Global Investments Holdings, LLC | Added | +54.7k |
| LONE PEAK GLOBAL INVESTORS LLC | Added | +46.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Added | +46.0k |
| CITADEL ADVISORS LLC | Added | +44.4k |
Biggest sellers
| FMR LLC | Reduced | -103.0k |
| Thrivent Financial for Lutherans | Reduced | -86.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Sold out | -86.6k |
| VANGUARD GROUP INC | Reduced | -64.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -55.2k |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -46.8k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -43.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -39.5k |
| ROYAL BANK OF CANADA | Reduced | -37.4k |
| Aureus Asset Management, LLC | Reduced | -34.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.6m5.9k shares |
| CITADEL ADVISORS LLC | New | $805.9k1.8k shares |
| WOLVERINE TRADING, LLC | New | $406.9k900 shares |
| SIMPLEX TRADING, LLC | Added | $134.0k300 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.2m9.4k shares |
| WOLVERINE TRADING, LLC | New | $949.5k2.1k shares |
| CITADEL ADVISORS LLC | Unchanged | $447.7k1.0k 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 in Q3 2025
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 2023 | 0 | — | 3 | $17.1m | — |
| Q1 2024 | 0 | — | 3 | $10.2m | — |
| Q2 2024 | 0 | — | 2 | $3.2m | — |
| Q3 2024 | 0 | — | 6 | $8.6m | — |
| 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 | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-26 | MCNAMARA KEVIN J president and CEO, director | Sold | $1.4m3.0k shares |
| 2025-09-09 | GRACE PATRICK P Director | Sold | $69.5k150 shares |
| 2025-08-05 | MCNAMARA KEVIN J president and CEO, director | Sold | $857.1k2.0k shares |
| 2025-08-04 | Westfall Nicholas Michael Executive Vice President | Sold | $4.2m10.0k shares |
| 2025-08-04 | WALSH GEORGE J III Director | Bought | $83.4k200 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 1.5m $688.8m | Reduced -64.1k |
| BlackRock, Inc. 0.01% of their portfolio | 1.3m $598.7m | Reduced -1.6k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 999.9k $447.7m | Added +775.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.60% of their portfolio | 546.6k $244.7m | Reduced -43.2k |
| STATE STREET CORP 0.01% of their portfolio | 472.1k $211.4m | Reduced -4.9k |
| NEUBERGER BERMAN GROUP LLC 0.15% of their portfolio | 469.2k $210.1m | Reduced -15.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.45% of their portfolio | 385.1k $172.4m | Added +46.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 366.6k $164.1m | Added +10.7k |
| MORGAN STANLEY 0.01% of their portfolio | 349.3k $156.4m | Added +3.2k |
| Epoch Investment Partners, Inc. 0.76% of their portfolio | 307.3k $137.6m | Added +69.9k |
| TD Asset Management Inc 0.11% of their portfolio | 301.8k $135.1m | Added +56.5k |
| Impax Asset Management Group plc 0.66% of their portfolio | 253.2k $113.4m | Reduced -14.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.20% of their portfolio | 252.3k $113.0m | Added +1.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 240.2k $107.5m | Added +12.8k |
| Boston Trust Walden Corp 0.77% of their portfolio | 234.5k $105.0m | Reduced -13.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 215.2k $96.4m | Added +13.5k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 175.2k $78.4m | Added +25.0k |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 172.1k $77.1m | Reduced -28.9k |
| Van Berkom & Associates Inc. 2.21% of their portfolio | 170.8k $76.5m | Added +42.4k |
| DekaBank Deutsche Girozentrale 0.12% of their portfolio | 155.3k $69.7m | Unchanged |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 149.2k $66.8m | Added +4.5k |
| Copeland Capital Management, LLC 1.37% of their portfolio | 146.4k $65.5m | Reduced -468 |
| Invesco Ltd. 0.01% of their portfolio | 144.6k $64.8m | Reduced -9.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.19% of their portfolio | 127.7k $57.2m | Reduced -30.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 122.4k $54.8m | Reduced -9.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 118.6k $53.1m | Added +25.9k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 115.0k $51.5m | Added +57.2k |
| FIL Ltd 0.04% of their portfolio | 114.6k $51.3m | Reduced -5.0k |
| UBS Group AG 0.01% of their portfolio | 112.1k $50.2m | Added +57.2k |
| SCHWARTZ INVESTMENT COUNSEL INC 1.67% of their portfolio | 111.0k $49.7m | Reduced -28.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 110.7k $49.6m | Reduced -4.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 100.7k $45.1m | Added +5.6k |
| Caisse de depot et placement du Quebec 0.08% of their portfolio | 100.5k $45.0m | Added +9.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 95.6k $42.8m | Added +84.2k |
| EULAV Asset Management 0.99% of their portfolio | 95.2k $42.6m | Reduced -28.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio | 90.4k $40.5m | Added +23.6k |
| FMR LLC 0.00% of their portfolio | 85.8k $38.4m | Reduced -103.0k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 83.7k $36.9m | Added +54.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 80.1k $35.9m | Added +4.9k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 79.5k $35.6m | Reduced -55.2k |
| ProShare Advisors LLC 0.07% of their portfolio | 75.4k $33.8m | Added +18.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 71.3k $31.9m | Reduced -4.9k |
| BRIDGES INVESTMENT MANAGEMENT INC 0.38% of their portfolio | 66.1k $29.6m | Reduced -5.4k |
| Aristotle Capital Boston, LLC 1.48% of their portfolio | 64.1k $28.7m | Added +3.7k |
| JUPITER ASSET MANAGEMENT LTD 0.24% of their portfolio | 62.0k $27.7m | Reduced -7.6k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 61.1k $27.4m | Added +44.4k |
| RIVERBRIDGE PARTNERS LLC 0.43% of their portfolio | 57.0k $25.5m | Reduced -5.0k |
| Aptus Capital Advisors, LLC 0.23% of their portfolio | 56.6k $25.4m | Added +6.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.14% of their portfolio | 56.0k $25.1m | Added +17.6k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 55.8k $25.0m | Added +518 |
| Man Group plc 0.05% of their portfolio | 54.2k $24.3m | Added +3.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 49.0k $21.9m | Reduced -39.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 47.5k $21.3m | Reduced -10.5k |
| LONE PEAK GLOBAL INVESTORS LLC 3.64% of their portfolio | 47.0k $21.0m | Added +46.2k |
| ALPS ADVISORS INC 0.11% of their portfolio | 44.3k $19.8m | Added +10.8k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 44.0k $19.7m | Reduced -4.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 43.4k $19.4m | Reduced -23.6k |
| Candriam S.C.A. 0.10% of their portfolio | 43.1k $19.3m | Reduced -12.6k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 42.7k $19.1m | Added +32.5k |
| Ranger Investment Management, L.P. 1.25% of their portfolio | 40.0k $17.9m | Reduced -19.5k |
| Retirement Systems of Alabama 0.06% of their portfolio | 38.1k $17.1m | Reduced -262 |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 38.0k $17.0m | Reduced -92 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.06% of their portfolio | 37.3k $16.7m | Reduced -8.3k |
| Fenimore Asset Management Inc 0.33% of their portfolio | 37.2k $16.7m | Added +8.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 36.1k $16.1m | Reduced -37.4k |
| BLI - Banque de Luxembourg Investments 0.47% of their portfolio | 35.5k $16.1m | Added +9.8k |
| GABELLI FUNDS LLC 0.10% of their portfolio | 33.6k $15.0m | Added +2.6k |
| Nuveen, LLC 0.00% of their portfolio | 32.7k $14.6m | Reduced -15.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 32.4k $14.5m | Reduced -46.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 30.6k $13.7m | Reduced -9.8k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 29.8k $13.4m | Reduced -12.2k |
| Legal & General Group Plc 0.00% of their portfolio | 29.2k $13.1m | Reduced -2.5k |
| SEGALL BRYANT & HAMILL, LLC 0.17% of their portfolio | 28.7k $12.9m | Reduced -6.5k |
| Swiss National Bank 0.01% of their portfolio | 28.3k $12.7m | Added +400 |
| Amundi 0.00% of their portfolio | 27.6k $12.0m | Added +19.6k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 25.4k $11.4m | Reduced -1.1k |
| CABOT WEALTH MANAGEMENT INC 1.23% of their portfolio | 24.8k $11.1m | Added +681 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 23.9k $10.7m | Reduced -16.2k |
| BARCLAYS PLC 0.00% of their portfolio | 22.9k $10.2m | Added +6.5k |
| Integrated Wealth Concepts LLC 0.09% of their portfolio | 22.1k $9.9m | Added +4.5k |
| Boston Partners 0.01% of their portfolio | 21.6k $9.7m | Reduced -1.1k |
| ALGERT GLOBAL LLC 0.16% of their portfolio | 21.4k $9.6m | Reduced -8.5k |
| DRH Investments, Inc. 8.55% of their portfolio | 21.0k $9.4m | Added +5.5k |
| GAMCO INVESTORS, INC. ET AL 0.09% of their portfolio | 20.4k $9.2m | Added +168 |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 20.4k $9.1m | Added +11.4k |
| Formidable Asset Management, LLC 1.55% of their portfolio | 20.3k $9.8m | Added +2 |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.22% of their portfolio | 20.3k $9.1m | Added +9.9k |
| Bahl & Gaynor LLC 0.04% of their portfolio | 20.0k $9.0m | Added +2.7k |
| State of Alaska, Department of Revenue 0.09% of their portfolio | 19.7k $8.8m | Reduced -54 |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 19.4k $8.7m | Reduced -21.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.19% of their portfolio | 19.1k $8.5m | Reduced -4.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 18.1k $8.1m | Reduced -542 |
| Signal Advisors Wealth, LLC 0.71% of their portfolio | 17.5k $7.8m | Added +7.9k |
| Edgestream Partners, L.P. 0.23% of their portfolio | 17.5k $7.8m | Added +9.8k |
| GW&K Investment Management, LLC 0.07% of their portfolio | 17.2k $7.7m | Reduced -16 |
| Holocene Advisors, LP 0.02% of their portfolio | 16.7k $7.5m | Added +6.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 16.2k $7.2m | Added +3.3k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 16.0k $7.2m | Reduced -20.1k |
| Voleon Capital Management LP 0.16% of their portfolio | 14.9k $6.7m | Added +11.2k |
| Squarepoint Ops LLC 0.01% of their portfolio | 14.9k $6.7m | Reduced -15.9k |