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Chemed Corporation

CHE Healthcare
$549.41 +$2.9 (0.53%)
Market Cap: $7.15 B
Gurus Holding
8
Popularity Rank
#788
% of Shares Held
4.25%
Net Activity (Q1 2026)
+$35.52 M

Guru Ownership Trend

Guru Analysis for Chemed Corporation (CHE)

Chemed Corporation (CHE), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $303.54 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Bullish. This is evidenced by a $35.52 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 439.3%. Conversely, Ray Dalio reduced exposure by 55.1%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$43.56 M
Total Buy Value
New Buys 0
Additions 2
-$8.05 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
2

FAQs for Chemed Corporation (CHE)

Major holders include Cliff Asness ($156.99 M), Joel Greenblatt ($18.39 M), Paul Tudor Jones ($11.73 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 552,489 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $35.52 M, with 2 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited CHE. The total reported sell value was $8.05 M.

Yes, 0 managers opened new positions in CHE, and 2 increased their existing holdings. The total reported buy value was $43.56 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 27.7% 415,612 $156.99 M Q1 2026
0.06% Reduce -17.7% 48,693 $18.39 M Q1 2026
0.02% Add 439.3% 31,046 $11.73 M Q1 2026
0.08% Reduce -2.6% 21,786 $8.23 M Q1 2026
0.01% Reduce -1.6% 12,340 $4.66 M Q1 2026
0.08% Reduce -15.0% 10,386 $3.92 M Q1 2026
0.00% Reduce -2.6% 7,564 $3.52 M Q2 2026
0.01% Reduce -55.1% 5,062 $1.91 M Q1 2026
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