Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chemed Corp New (CHE)

487 + Investors. Track Smart Money conviction in CHE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -22
Streak
4Q ▼
Buyers last Q
47%

Smart Money Signals — CHE

Based on 488 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds reduced or closed their CHE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
488 funds currently hold this stock — 88% of the 3.0-year high of 552 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
64 fewer hedge funds hold CHE compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

232 buying266 selling
Last quarter: 266 funds reduced or exited vs 232 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 63 → 71 → 77 → 56. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 16% new
329 out of 488 hedge funds have held CHE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~56 new funds/quarter

89 → 63 → 71 → 77 → 56 new funds/Q
New funds entering each quarter: 63 → 71 → 77 → 56. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Entry-cohort mix of 494 holders: 353 (71%) are 2+ year veterans, 49 entered 1–2 years ago, and 92 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
58 of 487 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CHE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CHE

In 2026 Q1, 232 hedge funds were net buyers of CHE (56 opened a new position, 176 added to an existing one), while 266 reduced or exited (188 trimmed, 78 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 40% of total institutional value in CHE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -22 funds (more exits than new entries). Total institutional holders: 488.

Hedge Fund Ownership: CHE

How many hedge funds hold CHE — quarterly history vs. share price
Quarterly hedge fund ownership of CHE vs. share price

Market Analysis: CHE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CHE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Chemed Corp New (CHE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CHE has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
CHE
+15.1%
XLV
+4.0%

CHE outperformed XLV by +11.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
CHE
+0.2%
XLV
+5.1%

Since the filing became public, CHE outperformed XLV by -4.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 0 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: CHE
487 + Investors

Track Smart Money conviction in CHE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 487 510 -4.51%
13F Shares 13M 19M -34.62%
Total Value $4.50B $6.17B -27.17%
New Positions 55 77 -22
Increased Positions 176 152 +24
Closed Positions 78 81 -3
Reduced Positions 185 217 -32
Total Calls 4 2 100.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: CHE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

487 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CHE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CHE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Barington Companies Management, LLC 17.52% 57,100 $21.6M
2 DRH Investments, Inc. 6.40% 20,865 $7.9M
3 LRT Capital Management, LLC 2.07% 5,887 $2.2M
4 Strong Retirement Solutions LLC 1.99% 7,535 $2.8M
5 Lone Peak Global Investors LLC 1.69% 26,873 $10.2M
6 Crawford Fund Management, LLC 1.55% 21,325 $8.1M
7 Laurus Global Equity Management Inc. 1.27% 3,440 $1.3M
8 Copeland Capital Management, LLC 1.24% 147,957 $55.9M
9 Aristotle Capital Boston, LLC 1.24% 52,811 $20.0M
10 Cabot Wealth Management Inc 1.16% 26,725 $10.1M
11 Formidable Asset Management, LLC 0.94% 14,447 $6.1M
12 Tailwinds Wealth, LLC 0.94% 1,010 $382K
13 Eukles Asset Management 0.78% 4,634 $1.8M
14 Lecap Asset Management Ltd 0.71% 5,022 $1.9M
15 Abacus FCF Advisors LLC 0.69% 8,111 $3.1M
16 Boston Trust Walden Corp 0.64% 205,197 $77.5M
17 Mendel Money Management 0.62% 3,917 $1.5M
18 Eversept Partners, LP 0.62% 31,057 $11.7M
19 Lord & Richards Wealth Management, LLC 0.59% 1,777 $672K
20 Second Line Capital, LLC 0.58% 7,161 $3.0M
21 Epoch Investment Partners, Inc. 0.57% 250,123 $94.5M
22 Signal Advisors Wealth, LLC 0.48% 18,509 $7.0M
23 Riverbridge Partners LLC 0.47% 50,747 $19.2M
24 Impax Asset Management Group plc 0.46% 176,426 $66.6M
25 BLI - Banque de Luxembourg Investments 0.45% 35,500 $15.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Chemed Corp New (CHE)

What does the Smart Money Trend signal show for CHE?

Selling streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds reduced or closed their CHE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CHE?

More sellers than buyers — 47% buying: Last quarter: 266 funds reduced or exited vs 232 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CHE holders?

Elite ownership — 40% AUM from top-100 funds: 58 of 487 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in CHE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CHE?

67% of holders stayed for 2+ years: 329 out of 488 hedge funds have held CHE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Chemed Corp New (CHE) following the 2026 Q1 hedge fund 13F filings?

As of today, CHE has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLV sector ETF — an outperformance of -4.9%. Since the quarter end (March 31, 2026), CHE has gained +15.1% vs +4.0% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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