CHE Institutional Ownership
Chemed Corporation
1W: +1.0%
1M: +0.2%
3M: -0.8%
YTD: +21.3%
1Y: +18.1%
3Y: -0.3%
5Y: +19.8%
$506.46
-6.44 (-1.26%)
After Hours: $521.35 (+14.89, +2.94%)
Weekly Expected Move ±2.4%
$488
$501
$513
$526
$538
Credit Risk of going bust: lower than 89% of companies Debt: 4.7% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.50 (down 99.7%), Chemed Corporation would be worth roughly what it owes.
Total debt $329.1M against a stock market value of $6.70B.
Distance to default 13.31 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $145.6M (short-term plus half of long-term), stock volatility 29.5%; Altman Z'' 8.94. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $1.50 (down 99.7%), Chemed Corporation would be worth roughly what it owes.
Total debt $329.1M against a stock market value of $6.70B.
Distance to default 13.31 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $145.6M (short-term plus half of long-term), stock volatility 29.5%; Altman Z'' 8.94. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CHE
587
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
103
New Positions
176
Increased
243
Reduced
54
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (637 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,484,282 | $761M | +147,592 | +11.0% | 8Q | SEC ↗ |
| 2 | AQR CAPITAL MANAGEMENT LLC | 972,474 | $499M | +556,862 | +134.0% | 69Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 787,068 | $404M | -28,631 | -3.5% | 2Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 604,420 | $310M | -31,650 | -5.0% | 2Q | SEC ↗ |
| 5 | ACADIAN ASSET MANAGEMENT LLC | 453,238 | $232M | +146,352 | +47.7% | 51Q | SEC ↗ |
| 6 | STATE STREET CORP | 444,716 | $228M | -17,454 | -3.8% | 46Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 413,942 | $212M | +2,896 | +0.7% | 89Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 403,395 | $207M | -97,592 | -19.5% | 48Q | SEC ↗ |
| 9 | Boston Partners NEW | 280,684 | $144M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Epoch Investment Partners, Inc. | 267,290 | $137M | +17,167 | +6.9% | 20Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 260,561 | $134M | +12,711 | +5.1% | 89Q | SEC ↗ |
| 12 | TD Asset Management Inc | 256,263 | $131M | -23,438 | -8.4% | 23Q | SEC ↗ |
| 13 | River Road Asset Management, LLC | 237,927 | $122M | +166,159 | +231.5% | 2Q | SEC ↗ |
| 14 | MORGAN STANLEY | 232,302 | $119M | +5,253 | +2.3% | 60Q | SEC ↗ |
| 15 | FULLER & THALER ASSET MANAGEMENT, INC. | 219,988 | $113M | +92,595 | +72.7% | 40Q | SEC ↗ |
| 16 | FIRST TRUST ADVISORS LP | 219,788 | $113M | -16,604 | -7.0% | 61Q | SEC ↗ |
| 17 | Boston Trust Walden Corp | 201,275 | $103M | -3,922 | -1.9% | 44Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 199,148 | $102M | +24,482 | +14.0% | 89Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 183,938 | $94M | +45,939 | +33.3% | 15Q | SEC ↗ |
| 20 | Sixth Street Partners Management Compa NEW | 170,358 | $87M | — | +0.0% | 1Q | SEC ↗ |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 170,358 | $87M | +6,354 | +3.9% | 15Q | SEC ↗ |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 166,149 | $85M | +13,680 | +9.0% | 6Q | SEC ↗ |
| 23 | NORGES BANK NEW | 163,404 | $84M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Van Berkom & Associates Inc. | 162,809 | $84M | -2,279 | -1.4% | 79Q | SEC ↗ |
| 25 | DekaBank Deutsche Girozentrale | 155,267 | $80M | — | +0.0% | 48Q | SEC ↗ |
| 26 | Invesco Ltd. | 150,368 | $77M | +11,212 | +8.1% | 79Q | SEC ↗ |
| 27 | Copeland Capital Management, LLC | 145,007 | $74M | -2,950 | -2.0% | 52Q | SEC ↗ |
| 28 | SG Americas Securities, LLC | 132,350 | $68M | +105,288 | +389.1% | 6Q | SEC ↗ |
| 29 | VICTORY CAPITAL MANAGEMENT INC | 119,717 | $61M | -9,304 | -7.2% | 29Q | SEC ↗ |
| 30 | UBS Group AG | 106,497 | $55M | -35,400 | -24.9% | 47Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 103,610 | $53M | +7,618 | +7.9% | 15Q | SEC ↗ |
| 32 | Caisse de depot et placement du Quebec | 95,136 | $49M | -20,792 | -17.9% | 8Q | SEC ↗ |
| 33 | Curated Wealth Partners LLC NEW | 95,000 | $49M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 94,045 | $48M | -14,269 | -13.2% | 76Q | SEC ↗ |
| 35 | Gotham Asset Management, LLC | 93,085 | $48M | +44,392 | +91.2% | 22Q | SEC ↗ |
| 36 | Allspring Global Investments Holdings, | 92,737 | $48M | -14,478 | -13.5% | 19Q | SEC ↗ |
| 37 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 91,789 | $47M | -6,257 | -6.4% | 11Q | SEC ↗ |
| 38 | BNP PARIBAS FINANCIAL MARKETS | 91,254 | $47M | +34,295 | +60.2% | 53Q | SEC ↗ |
| 39 | FRONTIER CAPITAL MANAGEMENT CO LLC | 90,567 | $46M | +27,841 | +44.4% | 2Q | SEC ↗ |
| 40 | VANGUARD FIDUCIARY TRUST CO | 83,961 | $43M | -4,258 | -4.8% | 2Q | SEC ↗ |
| 41 | Point72 Asset Management, L.P. NEW | 74,460 | $38M | — | +0.0% | 1Q | SEC ↗ |
| 42 | ProShare Advisors LLC | 70,761 | $36M | +13,912 | +24.5% | 50Q | SEC ↗ |
| 43 | Aptus Capital Advisors, LLC | 64,080 | $33M | +2,959 | +4.8% | 31Q | SEC ↗ |
| 44 | BARINGTON COMPANIES MANAGEMENT, LLC | 60,100 | $31M | +3,000 | +5.3% | 3Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 56,975 | $29M | -1,245 | -2.1% | 70Q | SEC ↗ |
| 46 | Amundi | 53,856 | $28M | +18,301 | +51.5% | 16Q | SEC ↗ |
| 47 | SEI INVESTMENTS CO | 53,732 | $28M | -5,511 | -9.3% | 15Q | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 52,999 | $27M | +21,992 | +70.9% | 39Q | SEC ↗ |
| 49 | Eversept Partners, LP | 52,523 | $27M | +21,466 | +69.1% | 2Q | SEC ↗ |
| 50 | FORT WASHINGTON INVESTMENT ADVISORS IN | 51,013 | $26M | -11,251 | -18.1% | 30Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Boston Partners | 280,684 | $144M |
| Sixth Street Partners Management Co | 170,358 | $87M |
| NORGES BANK | 163,404 | $84M |
| Curated Wealth Partners LLC | 95,000 | $49M |
| Point72 Asset Management, L.P. | 74,460 | $38M |
| PANAGORA ASSET MANAGEMENT INC | 38,865 | $20M |
| HRT FINANCIAL LP | 36,849 | $19M |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 30,000 | $15M |
| Jupiter Topco LLC | 15,913 | $8M |
| Holocene Advisors, LP | 8,101 | $4M |
| Arrowpoint Investment Partners (Sin | 6,365 | $3M |
| Jain Global LLC | 3,659 | $2M |
| IFG Advisory, LLC | 3,534 | $2M |
| Aster Capital Management (DIFC) Ltd | 2,229 | $1M |
| Pallas Capital Advisors LLC | 1,994 | $1M |
| Magnetar Financial LLC | 1,932 | $991K |
| Clark Capital Management Group, Inc | 1,908 | $979K |
| Bull Harbor Capital LLC | 1,849 | $948K |
| Krilogy Financial LLC | 1,496 | $767K |
| Vise Technologies, Inc. | 1,386 | $711K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Impax Asset Management Group plc | 176,426 | $90M |
| CITADEL ADVISORS LLC | 114,119 | $59M |
| Ranger Investment Management, L.P. | 39,811 | $20M |
| EULAV Asset Management | 36,605 | $19M |
| ExodusPoint Capital Management, LP | 35,775 | $18M |
| BLI - Banque de Luxembourg Investme | 35,500 | $18M |
| Jump Financial, LLC | 15,484 | $8M |
| William Allan Corp | 8,749 | $4M |
| AGF MANAGEMENT LTD | 7,982 | $4M |
| Entropy Technologies, LP | 7,195 | $4M |
| Y-Intercept (Hong Kong) Ltd | 6,966 | $4M |
| Quadrature Capital Ltd | 6,566 | $3M |
| Graham Capital Management, L.P. | 6,273 | $3M |
| SEGALL BRYANT & HAMILL, LLC | 5,695 | $3M |
| INTECH INVESTMENT MANAGEMENT LLC | 5,522 | $3M |
| Alberta Investment Management Corp | 2,900 | $1M |
| TWINBEECH CAPITAL LP | 2,800 | $1M |
| Oak Thistle LLC | 2,343 | $1M |
| CIM, LLC | 2,325 | $1M |
| PRUDENTIAL PLC | 2,232 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +556,862 | +134.0% | 972,474 |
| River Road Asset Management, LLC | +166,159 | +231.5% | 237,927 |
| BlackRock, Inc. | +147,592 | +11.0% | 1,484,282 |
| ACADIAN ASSET MANAGEMENT LLC | +146,352 | +47.7% | 453,238 |
| SG Americas Securities, LLC | +105,288 | +389.1% | 132,350 |
| FULLER & THALER ASSET MANAGEMENT, I | +92,595 | +72.7% | 219,988 |
| GOLDMAN SACHS GROUP INC | +45,939 | +33.3% | 183,938 |
| Gotham Asset Management, LLC | +44,392 | +91.2% | 93,085 |
| BNP PARIBAS FINANCIAL MARKETS | +34,295 | +60.2% | 91,254 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | +27,841 | +44.4% | 90,567 |
| Qube Research & Technologies Ltd | +27,121 | +633.1% | 31,405 |
| RENAISSANCE TECHNOLOGIES LLC | +26,740 | +216.7% | 39,080 |
| NORTHERN TRUST CORP | +24,482 | +14.0% | 199,148 |
| Russell Investments Group, Ltd. | +21,992 | +70.9% | 52,999 |
| Eversept Partners, LP | +21,466 | +69.1% | 52,523 |
| Mariner, LLC | +19,849 | +71.8% | 47,510 |
| CIBC Bancorp USA Inc. | +19,632 | +484.7% | 23,682 |
| Balyasny Asset Management L.P. | +19,055 | +90.7% | 40,056 |
| Cerity Partners LLC | +18,303 | +186.3% | 28,125 |
| Amundi | +18,301 | +51.5% | 53,856 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -279,262 | -92.6% | 22,325 |
| NEUBERGER BERMAN GROUP LLC | -238,376 | -98.5% | 3,725 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -185,066 | -100.0% | 72 |
| JPMORGAN CHASE & CO | -97,592 | -19.5% | 403,395 |
| NOMURA HOLDINGS INC | -89,307 | -99.1% | 779 |
| BRIDGES INVESTMENT MANAGEMENT INC | -61,293 | -93.0% | 4,628 |
| MILLENNIUM MANAGEMENT LLC | -54,211 | -51.8% | 50,404 |
| RIVERBRIDGE PARTNERS LLC | -50,159 | -98.8% | 588 |
| LOOMIS SAYLES & CO L P | -44,876 | -64.7% | 24,481 |
| D. E. Shaw & Co., Inc. | -36,749 | -85.6% | 6,160 |
| UBS Group AG | -35,400 | -24.9% | 106,497 |
| JANE STREET GROUP, LLC | -33,261 | -98.3% | 585 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIA | -33,096 | -95.7% | 1,493 |
| WELLS FARGO & COMPANY/MN | -31,809 | -59.0% | 22,100 |
| VANGUARD CAPITAL MANAGEMENT LLC | -31,650 | -5.0% | 604,420 |
| Man Group plc | -31,600 | -72.1% | 12,232 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -28,631 | -3.5% | 787,068 |
| TUDOR INVESTMENT CORP ET AL | -27,640 | -89.0% | 3,406 |
| TD Asset Management Inc | -23,438 | -8.4% | 256,263 |
| Caisse de depot et placement du Que | -20,792 | -17.9% | 95,136 |