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Chemed Corporation

CHE Healthcare
$513.16 $-1.14 (-0.22%)
Market Cap: $6.68 B
Gurus Holding
9
Popularity Rank
#723
% of Shares Held
9.50%
Net Activity (Q2 2026)
+$314.43 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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $634.3 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $314.43 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 303.0%. Conversely, Paul Tudor Jones reduced exposure by 89.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$330.46 M
Total Buy Value
New Buys 1
Additions 4
-$16.03 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for Chemed Corporation (CHE)

Major holders include Cliff Asness ($446.21 M), Joel Greenblatt ($43.35 M), Steven Cohen ($34.68 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.24 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $314.43 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited CHE. The total reported sell value was $16.03 M.

Yes, 1 managers opened new positions in CHE, and 4 increased their existing holdings. The total reported buy value was $330.46 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% Add 134.0% 972,474 $446.21 M Q2 2026
0.10% Add 91.2% 93,085 $43.35 M Q2 2026
0.04% New Buy 74,460 $34.68 M Q2 2026
0.03% Add 216.7% 39,080 $18.2 M Q2 2026
0.09% Reduce -5.8% 20,528 $9.56 M Q2 2026
0.04% Add 303.0% 20,399 $9.5 M Q2 2026
0.00% Reduce -2.6% 7,564 $3.52 M Q2 2026
0.04% Reduce -51.2% 5,072 $2.36 M Q2 2026
0.00% Reduce -89.0% 3,406 $1.59 M Q2 2026
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