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: 13.3m as of 2026-03-31, 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 ≈ $377.94. Options: 6 managers hold calls ($6.1m notional), 4 hold puts ($5.3m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q1 2026 | 225 | 258 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $2.3m | $4.8m | 2.04 |
| Q3 2025 | $4.0m | $5.6m | 1.41 |
| Q4 2025 | $1.7m | $4.0m | 2.38 |
| Q1 2026 | $6.1m | $5.3m | 0.87 |
Biggest buyers
| TWO SIGMA INVESTMENTS, LP | Added | +191.7k |
| Van Berkom & Associates Inc. | Added | +155.3k |
| CITADEL ADVISORS LLC | Added | +95.7k |
| NOMURA HOLDINGS INC | New | +90.1k |
| AQR CAPITAL MANAGEMENT LLC | Added | +90.0k |
| River Road Asset Management, LLC | New | +71.8k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +70.7k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | New | +62.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +52.9k |
| BlackRock, Inc. | Added | +51.3k |
Biggest sellers
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -344.1k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -279.5k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -170.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -126.8k |
| AMERIPRISE FINANCIAL INC | Reduced | -107.6k |
| Epoch Investment Partners, Inc. | Reduced | -72.3k |
| Impax Asset Management Group plc | Reduced | -67.8k |
| Qube Research & Technologies Ltd | Reduced | -62.3k |
| FMR LLC | Reduced | -51.1k |
| SCHWARTZ INVESTMENT COUNSEL INC | Reduced | -47.7k |
Biggest calls
| Twin Tree Management, LP | New | $2.3m6.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.9m4.9k shares |
| CITADEL ADVISORS LLC | Reduced | $793.3k2.1k shares |
| IMC-Chicago, LLC | New | $528.8k1.4k shares |
| JANE STREET GROUP, LLC | New | $528.8k1.4k shares |
| SIMPLEX TRADING, LLC | New | $113.3k300 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.3m8.7k shares |
| CITADEL ADVISORS LLC | Added | $944.4k2.5k shares |
| JANE STREET GROUP, LLC | New | $831.0k2.2k shares |
| IMC-Chicago, LLC | New | $264.4k700 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 Q1 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2026 | 0 | — | 1 | $1.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-27 | MCNAMARA KEVIN J president and CEO, director | Sold | $554.1k1.5k shares |
| 2026-03-12 | MCNAMARA KEVIN J president and CEO, director | Sold | $806.4k2.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 1.3m $504.9m | Added +51.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 815.7k $308.1m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 636.1k $240.3m | First filing |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 501.0k $187.4m | Reduced -20.9k |
| STATE STREET CORP 0.01% of their portfolio | 462.2k $174.6m | Added +4.1k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 415.6k $157.0m | Added +90.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 411.0k $155.3m | Added +52.9k |
| Van Berkom & Associates Inc. 2.04% of their portfolio | 330.2k $124.7m | Added +155.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.16% of their portfolio | 306.9k $115.9m | Added +70.7k |
| TWO SIGMA INVESTMENTS, LP 0.09% of their portfolio | 301.6k $113.9m | Added +191.7k |
| TD Asset Management Inc 0.09% of their portfolio | 279.7k $105.7m | Reduced -44.8k |
| Epoch Investment Partners, Inc. 0.57% of their portfolio | 250.1k $94.5m | Reduced -72.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 247.8k $93.6m | Added +381 |
| NEUBERGER BERMAN GROUP LLC 0.07% of their portfolio | 242.1k $91.5m | Reduced -170.7k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 236.4k $89.3m | Added +46.8k |
| MORGAN STANLEY 0.01% of their portfolio | 227.0k $85.8m | Reduced -31.8k |
| Boston Trust Walden Corp 0.64% of their portfolio | 205.2k $77.5m | Reduced -16.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.21% of their portfolio | 185.1k $69.9m | Reduced -279.5k |
| Impax Asset Management Group plc 0.46% of their portfolio | 176.4k $66.6m | Reduced -67.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 174.7k $66.0m | Reduced -19.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 164.0k $62.0m | Added +14.0k |
| DekaBank Deutsche Girozentrale 0.10% of their portfolio | 155.3k $59.1m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 152.5k $57.6m | Reduced -2.0k |
| Copeland Capital Management, LLC 1.24% of their portfolio | 148.0k $55.9m | Added +10.4k |
| UBS Group AG 0.01% of their portfolio | 141.9k $53.6m | Added +20.4k |
| Invesco Ltd. 0.01% of their portfolio | 139.2k $52.6m | Added +9.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 138.0k $52.1m | Reduced -20.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 129.0k $48.7m | Added +11.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.16% of their portfolio | 127.4k $48.1m | Reduced -126.8k |
| Caisse de depot et placement du Quebec 0.07% of their portfolio | 115.9k $43.8m | Added +22.3k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 114.1k $43.1m | Added +95.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 108.3k $40.9m | Reduced -894 |
| Allspring Global Investments Holdings, LLC 0.07% of their portfolio | 107.2k $40.5m | Added +7.8k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 104.6k $39.5m | Reduced -32.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.15% of their portfolio | 98.0k $37.0m | Added +1.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 96.0k $36.3m | Added +59 |
| NOMURA HOLDINGS INC 0.28% of their portfolio | 90.1k $34.0m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 88.2k $33.3m | First filing |
| River Road Asset Management, LLC 0.31% of their portfolio | 71.8k $27.1m | New |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 69.4k $26.2m | Added +22.3k |
| BRIDGES INVESTMENT MANAGEMENT INC 0.34% of their portfolio | 65.9k $24.9m | Added +4.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.24% of their portfolio | 62.7k $23.7m | New |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.13% of their portfolio | 62.3k $23.5m | Added +10.5k |
| JUPITER ASSET MANAGEMENT LTD 0.12% of their portfolio | 62.0k $23.4m | Unchanged |
| Aptus Capital Advisors, LLC 0.19% of their portfolio | 61.1k $23.1m | Added +3.7k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 59.2k $22.4m | Added +14.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 58.2k $22.0m | Reduced -4.9k |
| BARINGTON COMPANIES MANAGEMENT, LLC 17.52% of their portfolio | 57.1k $21.6m | Added +44.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 57.0k $21.5m | Added +21.9k |
| ProShare Advisors LLC 0.03% of their portfolio | 56.8k $21.5m | Reduced -18.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 55.1k $20.8m | Added +2.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 53.9k $20.4m | Reduced -41.0k |
| Aristotle Capital Boston, LLC 1.24% of their portfolio | 52.8k $20.0m | Reduced -7.8k |
| RIVERBRIDGE PARTNERS LLC 0.47% of their portfolio | 50.7k $19.2m | Reduced -3.4k |
| Gotham Asset Management, LLC 0.06% of their portfolio | 48.7k $18.4m | Reduced -10.5k |
| Man Group plc 0.03% of their portfolio | 43.8k $16.6m | Reduced -10.0k |
| Candriam S.C.A. 0.08% of their portfolio | 43.2k $16.3m | Reduced -13.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 42.9k $16.2m | Reduced -16.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 40.6k $15.3m | Added +157 |
| ALPS ADVISORS INC 0.07% of their portfolio | 39.8k $15.0m | Reduced -1.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 39.4k $14.9m | Reduced -18.2k |
| Retirement Systems of Alabama 0.05% of their portfolio | 37.8k $14.3m | Added +364 |
| ExodusPoint Capital Management, LP 0.13% of their portfolio | 35.8k $13.5m | New |
| Fenimore Asset Management Inc 0.30% of their portfolio | 35.7k $13.5m | Reduced -1.2k |
| Amundi 0.00% of their portfolio | 35.6k $13.4m | Added +35.1k |
| BLI - Banque de Luxembourg Investments 0.45% of their portfolio | 35.5k $15.0m | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.05% of their portfolio | 34.6k $13.1m | Reduced -2.7k |
| Nuveen, LLC 0.00% of their portfolio | 34.4k $13.0m | Added +101 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 33.8k $12.8m | Added +22.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 31.6k $11.9m | Added +1.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 31.5k $11.9m | Reduced -6.4k |
| GABELLI FUNDS LLC 0.08% of their portfolio | 31.1k $11.8m | Reduced -2.8k |
| Eversept Partners, LP 0.77% of their portfolio | 31.1k $11.7m | New |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 31.0k $11.7m | Added +25.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 31.0k $11.6m | Added +2.4k |
| FMR LLC 0.00% of their portfolio | 30.0k $11.3m | Reduced -51.1k |
| Trexquant Investment LP 0.08% of their portfolio | 29.8k $11.3m | Reduced -3.3k |
| Swiss National Bank 0.01% of their portfolio | 28.0k $10.6m | Reduced -720 |
| Mariner, LLC 0.01% of their portfolio | 27.7k $10.4m | Added +21.6k |
| SG Americas Securities, LLC 0.01% of their portfolio | 27.1k $10.2m | Added +596 |
| LONE PEAK GLOBAL INVESTORS LLC 1.69% of their portfolio | 26.9k $10.2m | Reduced -19.6k |
| CABOT WEALTH MANAGEMENT INC 1.16% of their portfolio | 26.7k $10.1m | Added +1.5k |
| Integrated Wealth Concepts LLC 0.08% of their portfolio | 25.3k $9.6m | Added +7.7k |
| FIL Ltd 0.01% of their portfolio | 24.5k $9.3m | Reduced -14.1k |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 21.8k $8.3m | Added +10.6k |
| GAMCO INVESTORS, INC. ET AL 0.08% of their portfolio | 21.8k $8.2m | Reduced -590 |
| BARCLAYS PLC 0.00% of their portfolio | 21.5k $8.1m | Added +578 |
| Crawford Fund Management, LLC 2.63% of their portfolio | 21.3k $8.1m | Added +6.8k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 21.0k $7.9m | Added +12.9k |
| Legal & General Group Plc 0.00% of their portfolio | 21.0k $7.9m | Reduced -2.5k |
| DRH Investments, Inc. 6.40% of their portfolio | 20.9k $7.9m | Added +1.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 20.9k $7.9m | Reduced -18.4k |
| Bahl & Gaynor LLC 0.04% of their portfolio | 20.8k $7.8m | Added +996 |
| Quantbot Technologies LP 0.31% of their portfolio | 20.1k $7.6m | Added +8.7k |
| NATIXIS 0.03% of their portfolio | 19.1k $7.2m | Reduced -1.7k |
| Harel Insurance Investments & Financial Services Ltd. 0.05% of their portfolio | 18.6k $7.0m | Reduced -1.4k |
| Signal Advisors Wealth, LLC 0.48% of their portfolio | 18.5k $7.0m | Added +270 |
| GW&K Investment Management, LLC 0.06% of their portfolio | 17.7k $6.7m | Added +552 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 17.7k $7.6m | Reduced -183 |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 17.6k $6.7m | Added +2.1k |