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 ($35.0m this quarter). Holder counts are more reliable. Shares outstanding: 13.8m as of 2026-02-10, 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 ≈ $430.11. Options: 2 managers hold calls ($1.7m notional), 2 hold puts ($4.0m).
Trends to Q4 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 |
| Q4 2025 | 518 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2025 | 212 | 289 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $8.1m | $5.2m | 0.64 |
| Q2 2025 | $2.3m | $4.8m | 2.04 |
| Q3 2025 | $4.0m | $5.6m | 1.41 |
| Q4 2025 | $1.7m | $4.0m | 2.38 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +153.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +126.4k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +109.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +93.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +58.9k |
| MILLENNIUM MANAGEMENT LLC | Added | +57.6k |
| Qube Research & Technologies Ltd | Added | +47.2k |
| GOLDMAN SACHS GROUP INC | Added | +43.0k |
| D. E. Shaw & Co., Inc. | Added | +35.5k |
| TWO SIGMA ADVISERS, LP | Added | +30.4k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -478.0k |
| MORGAN STANLEY | Reduced | -90.4k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -82.0k |
| FIL Ltd | Reduced | -76.0k |
| VANGUARD GROUP INC | Reduced | -66.2k |
| EULAV Asset Management | Reduced | -58.6k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -56.4k |
| BlackRock, Inc. | Reduced | -51.8k |
| SCHWARTZ INVESTMENT COUNSEL INC | Reduced | -46.3k |
| CITADEL ADVISORS LLC | Reduced | -42.7k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $1.1m2.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $556.2k1.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.2m7.5k shares |
| CITADEL ADVISORS LLC | Added | $770.1k1.8k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q4 2025 | 0 | — | 1 | $875.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-11-24 | MCNAMARA KEVIN J president and CEO, director | Sold | $875.1k2.0k 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 1.5m $629.9m | Reduced -66.2k |
| BlackRock, Inc. 0.01% of their portfolio | 1.3m $550.0m | Reduced -51.8k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 521.9k $223.3m | Reduced -478.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.53% of their portfolio | 464.6k $198.8m | Reduced -82.0k |
| STATE STREET CORP 0.01% of their portfolio | 458.1k $196.0m | Reduced -14.0k |
| NEUBERGER BERMAN GROUP LLC 0.13% of their portfolio | 412.8k $176.6m | Reduced -56.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 358.1k $153.2m | Reduced -8.4k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.41% of their portfolio | 344.8k $147.5m | Reduced -40.3k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 325.6k $139.3m | Added +153.5k |
| TD Asset Management Inc 0.11% of their portfolio | 324.5k $138.9m | Added +22.7k |
| Epoch Investment Partners, Inc. 0.78% of their portfolio | 322.4k $137.9m | Added +15.1k |
| MORGAN STANLEY 0.01% of their portfolio | 258.8k $110.7m | Reduced -90.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.19% of their portfolio | 254.2k $108.8m | Added +126.4k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 247.5k $105.9m | Added +7.3k |
| Impax Asset Management Group plc 0.65% of their portfolio | 244.2k $104.5m | Reduced -8.9k |
| ACADIAN ASSET MANAGEMENT LLC 0.17% of their portfolio | 236.2k $101.0m | Reduced -16.2k |
| Boston Trust Walden Corp 0.71% of their portfolio | 221.2k $94.7m | Reduced -13.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 194.0k $83.0m | Reduced -21.2k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 189.6k $81.1m | Added +14.4k |
| NORGES BANK 0.01% of their portfolio | 177.8k $76.1m | Not comparable |
| Van Berkom & Associates Inc. 2.16% of their portfolio | 174.9k $74.8m | Added +4.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 158.1k $67.6m | Added +43.0k |
| DekaBank Deutsche Girozentrale 0.17% of their portfolio | 155.3k $96.4m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 154.5k $66.1m | Added +58.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 150.0k $64.2m | Added +812 |
| Copeland Capital Management, LLC 1.31% of their portfolio | 137.6k $58.9m | Reduced -8.8k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 137.1k $58.7m | Added +57.6k |
| Invesco Ltd. 0.01% of their portfolio | 129.5k $55.4m | Reduced -15.1k |
| UBS Group AG 0.01% of their portfolio | 121.5k $52.0m | Added +9.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 119.9k $51.3m | Added +1.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 117.7k $50.4m | Added +109.0k |
| TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio | 109.9k $47.0m | Added +93.9k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 109.2k $46.7m | Reduced -13.2k |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 99.4k $42.1m | Added +15.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 96.7k $41.4m | Added +6.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 95.9k $41.0m | Reduced -4.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 94.9k $40.6m | Reduced -15.8k |
| Caisse de depot et placement du Quebec 0.07% of their portfolio | 93.7k $40.1m | Reduced -6.8k |
| FMR LLC 0.00% of their portfolio | 81.1k $34.7m | Reduced -4.7k |
| ProShare Advisors LLC 0.06% of their portfolio | 75.0k $32.1m | Reduced -409 |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 66.6k $28.5m | Added +47.2k |
| SCHWARTZ INVESTMENT COUNSEL INC 0.97% of their portfolio | 64.7k $27.7m | Reduced -46.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 63.2k $27.0m | Reduced -16.9k |
| JUPITER ASSET MANAGEMENT LTD 0.21% of their portfolio | 62.0k $26.5m | Unchanged |
| BRIDGES INVESTMENT MANAGEMENT INC 0.34% of their portfolio | 61.9k $26.5m | Reduced -4.2k |
| Aristotle Capital Boston, LLC 1.42% of their portfolio | 60.6k $25.9m | Reduced -3.4k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 59.5k $25.4m | Added +35.5k |
| Gotham Asset Management, LLC 0.09% of their portfolio | 59.2k $25.3m | Added +16.4k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 57.6k $24.6m | Reduced -13.7k |
| Aptus Capital Advisors, LLC 0.21% of their portfolio | 57.4k $24.6m | Added +757 |
| Candriam S.C.A. 0.12% of their portfolio | 56.2k $24.1m | Added +13.2k |
| RIVERBRIDGE PARTNERS LLC 0.43% of their portfolio | 54.1k $23.2m | Reduced -2.9k |
| Man Group plc 0.04% of their portfolio | 53.9k $23.0m | Reduced -353 |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 52.9k $22.6m | Reduced -2.9k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.12% of their portfolio | 51.8k $22.1m | Reduced -4.2k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 47.0k $20.1m | Added +9.0k |
| LONE PEAK GLOBAL INVESTORS LLC 3.38% of their portfolio | 46.5k $19.9m | Reduced -518 |
| SEI INVESTMENTS CO 0.02% of their portfolio | 44.7k $19.1m | Added +696 |
| ALPS ADVISORS INC 0.10% of their portfolio | 41.7k $17.9m | Reduced -2.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 40.4k $17.3m | Reduced -3.0k |
| Ranger Investment Management, L.P. 1.17% of their portfolio | 39.8k $17.0m | Reduced -194 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 39.3k $16.8m | Added +3.2k |
| FIL Ltd 0.01% of their portfolio | 38.6k $16.5m | Reduced -76.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 38.0k $16.2m | Reduced -9.6k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 37.6k $16.1m | Added +30.4k |
| Retirement Systems of Alabama 0.05% of their portfolio | 37.5k $16.0m | Reduced -618 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.06% of their portfolio | 37.3k $16.0m | Unchanged |
| Fenimore Asset Management Inc 0.33% of their portfolio | 37.0k $15.8m | Reduced -253 |
| EULAV Asset Management 0.42% of their portfolio | 36.6k $15.7m | Reduced -58.6k |
| BLI - Banque de Luxembourg Investments 0.45% of their portfolio | 35.5k $15.3m | Unchanged |
| Squarepoint Ops LLC 0.03% of their portfolio | 35.3k $15.1m | Added +20.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 35.0k $15.0m | Added +4.4k |
| Nuveen, LLC 0.00% of their portfolio | 34.3k $14.7m | Added +1.6k |
| GABELLI FUNDS LLC 0.10% of their portfolio | 34.0k $14.5m | Added +350 |
| Trexquant Investment LP 0.13% of their portfolio | 33.2k $14.2m | Added +21.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 30.5k $13.0m | Reduced -1.9k |
| Swiss National Bank 0.01% of their portfolio | 28.7k $12.3m | Added +440 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 28.6k $12.2m | Reduced -1.3k |
| SG Americas Securities, LLC 0.01% of their portfolio | 26.5k $11.3m | Added +23.4k |
| CABOT WEALTH MANAGEMENT INC 1.19% of their portfolio | 25.2k $10.8m | Added +366 |
| Legal & General Group Plc 0.00% of their portfolio | 23.5k $10.0m | Reduced -5.7k |
| GAMCO INVESTORS, INC. ET AL 0.09% of their portfolio | 22.4k $9.6m | Added +1.9k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 21.9k $9.4m | Reduced -3.5k |
| BARCLAYS PLC 0.00% of their portfolio | 21.0k $9.0m | Reduced -1.9k |
| NATIXIS 0.03% of their portfolio | 20.8k $8.9m | Added +15.3k |
| Edgestream Partners, L.P. 0.25% of their portfolio | 20.4k $8.7m | Added +3.0k |
| Harel Insurance Investments & Financial Services Ltd. 0.07% of their portfolio | 20.0k $8.6m | Added +10.6k |
| Bahl & Gaynor LLC 0.04% of their portfolio | 19.8k $8.5m | Reduced -260 |
| DRH Investments, Inc. 7.51% of their portfolio | 19.2k $8.2m | Reduced -1.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 18.5k $7.9m | Reduced -42.7k |
| Signal Advisors Wealth, LLC 0.62% of their portfolio | 18.2k $7.8m | Added +773 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 17.9k $7.7m | Reduced -212 |
| HRT FINANCIAL LP 0.03% of their portfolio | 17.8k $7.6m | Added +10.4k |
| Integrated Wealth Concepts LLC 0.09% of their portfolio | 17.6k $7.5m | Reduced -4.5k |
| GW&K Investment Management, LLC 0.06% of their portfolio | 17.2k $7.4m | Reduced -14 |
| Formidable Asset Management, LLC 1.09% of their portfolio | 16.8k $7.5m | Reduced -3.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 16.7k $7.1m | Reduced -2.4k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 16.2k $7.0m | Reduced -4.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 16.0k $6.8m | Added +8.1k |
| Voleon Capital Management LP 0.14% of their portfolio | 15.7k $6.7m | Added +811 |