Follow-The-Filings

Security

CHE

Chemed Corp. New · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 1 new max 17.5% (Barington Companies Manag...)

owners 15
max % 17.5%
tracked value $1.1B
qoq N 1 A 4 R 7

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Barington Companies Management, LLC 2026 Q1 17.5% Add +13.87 pp 57,100 $22M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add 0.00 pp 415,612 $157M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.07 pp 109,923 $47M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.04 pp 48,693 $18M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 104,615 $40M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 1,472,254 $630M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 177,785 $76M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 114,119 $43M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 42,909 $16M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +0.01 pp 21,001 $8M hist
Renaissance Technologies LLC 2026 Q1 0.0% Reduce 0.00 pp 12,340 $5M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.01 pp 5,062 $2M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 7,768 $3M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 7,119 $3M hist
Ancora Advisors LLC 2026 Q1 0.0% 57 $22 hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.32B $1.53B
Gross profit
Gross margin
Net income $272.51M $302M $265.24M
Net margin * 20.7% 19.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $500.84M $394.75M $302.62M
Total non-current assets * $1.17B $1.27B $1.24B
Total assets $1.67B $1.67B $1.54B
Total current liabilities $312.05M $285.7M $287.13M
Total non-current liabilities * $248.17M $263.89M $271.65M
Total equity $1.11B $1.12B $979.4M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $330.3M $417.5M $388.27M
Cash from investing -$60.64M -$143.91M -$59.34M
Cash from financing -$79.82M -$359.19M -$432.77M
Net change in cash * $189.83M -$85.61M -$103.84M

ownership over time

filing count by report period · click a bar for that quarter’s holders