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Disclosery

CHE CHEMED CORP NEW

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COM (common), issuer CIK 19584

516 managers (531 13F filers) reported a position in CHE shares at 2024-12-31, 13,882,344 shares in all. 40 filers opened a position and 57 filers sold out during the quarter.

Managers
516
13F filers
531
New
40
Added
163
Reduced
213
Sold out
57
Shares held by filers
13,882,344

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Amica Retiree Medical Trust299$158K0.15%013F-HRTimeline
Steward Partners Investment Advisory, L…292$155K<0.01%-39713F-HRTimeline
AlphaQuest LLC291$154K0.02%-1,67213F-HRTimeline
SHELL ASSET MANAGEMENT CO279$148K0.01%013F-HRTimeline
LRI Investments, LLC253$134K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC250$132K<0.01%013F-HRTimeline
North Star Investment Management Corp.248$131K0.01%013F-HRTimeline
Covestor Ltd247$131K0.08%013F-HRTimeline
Aster Capital Management (DIFC) Ltd245$130K0.05%new13F-HRTimeline
Caitong International Asset Management …235$125K0.12%13F-HR/ATimeline
CGC Financial Services, LLC229$121K0.05%-1213F-HRTimeline
TD Waterhouse Canada Inc.218$116K<0.01%+313F-HRTimeline
TSFG, LLC200$106K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…200$106K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.185$98.4K<0.01%+2213F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding178$94.5K-1,623Timeline
Painted Porch Advisors LLC175$92.7K0.05%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP174$92.2K0.01%-13613F-HRTimelineGroup
Global Retirement Partners, LLC163$86.4K<0.01%-6113F-HRTimeline
QUADRANT CAPITAL GROUP LLC159$84.2K0.01%-3913F-HRTimeline
Allworth Financial LP151$83.2K<0.01%+14413F-HRTimeline
First Horizon Advisors, Inc.149$79.4K<0.01%-2013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT149$78.9K<0.01%013F-HRTimeline
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC140$74.2K0.02%013F-HRTimelineGroup
NewEdge Advisors, LLC137$72.6K<0.01%013F-HRTimeline
Arax Advisory Partners135$71.6K<0.01%+3813F-HRTimeline
GAMMA Investing LLC127$67.3K0.01%-1113F-HRTimeline
Farther Finance Advisors, LLC122$64.6K<0.01%-21613F-HRTimeline
Eagle Bay Advisors LLC119$63K0.04%-6413F-HRTimeline
Zions Bancorporation, N.A.110$58.3K<0.01%013F-HRTimeline
MATHER GROUP, LLC.105$55.6K<0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC102$54K0.05%-213F-HRTimeline
Twin Tree Management, LP101$53.5K<0.01%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD100$53K<0.01%-3,80013F-HRTimeline
WPG Advisers, LLC94$49.8K0.05%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO88$46.6K<0.01%+7613F-HRTimelineGroup
SIMPLEX TRADING, LLC86$45K<0.01%+6213F-HRTimeline
Tortoise Investment Management, LLC78$41.3K<0.01%+3413F-HR/ATimeline
Blume Capital Management, Inc.65$34.6K0.01%013F-HRTimeline
TRUST CO OF VERMONT65$34.4K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…56$30.9K<0.01%-213F-HRTimeline
CBIZ Investment Advisory Services, LLC56$29.7K<0.01%+2213F-HRTimeline
Atala Financial Inc55$29.1K0.02%13F-HRTimeline
UMB Bank, n.a.52$27.6K<0.01%+3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GeoWealth Management, LLC46$24.4K<0.01%-713F-HRTimeline
Hexagon Capital Partners LLC45$23.8K<0.01%+4313F-HRTimeline
Smartleaf Asset Management LLC44$23.2K<0.01%+1213F-HRTimeline
Rise Advisors, LLC40$21.2K0.01%013F-HRTimeline
Parkside Financial Bank & Trust38$20.1K<0.01%-43113F-HRTimeline
Hemington Wealth Management38$20K0.01%+213F-HRTimeline
MassMutual Private Wealth & Trust, FSB36$19.1K<0.01%-213F-HRTimeline
Centerpoint Advisors, LLC35$19K0.01%+613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding34$18K0Timeline
Whipplewood Advisors, LLC33$17.5K0.01%13F-HRTimeline
Retirement Wealth Solutions LLC30$15.7K0.01%13F-HRTimeline
Security National Bank25$13.2K<0.01%013F-HRTimeline
LGT Financial Advisors LLC24$12.7K0.03%013F-HRTimeline
Geneos Wealth Management Inc.23$12.2K<0.01%+113F-HRTimeline
Quent Capital, LLC22$11.7K<0.01%+113F-HRTimeline
Wilmington Savings Fund Society, FSB21$11.1K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK20$10.6K<0.01%+1513F-HRTimelineGroup
Elequin Capital, LP18$9.54K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.17$9.01K<0.01%013F-HRTimeline
Global Financial Private Client, LLC17$9.01K<0.01%+113F-HRTimeline
Larson Financial Group LLC16$8.5K<0.01%013F-HRTimeline
WASHINGTON TRUST Co14$7.42K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA14$7.42K<0.01%-2513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$7.42K<0.01%-113F-HRTimelineGroup
Versant Capital Management, Inc14$7.42K<0.01%+913F-HRTimeline
Brooklyn Investment Group13$6.89K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC13$6.89K<0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC13$6.51K<0.01%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST12$6.36K<0.01%-8913F-HRTimeline
CVA Family Office, LLC12$6.36K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11$5.83K<0.01%+413F-HRTimelineGroup
Caitlin John, LLC10$5.34K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC10$5.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc9$4.77K<0.01%-313F-HRTimeline
Plante Moran Financial Advisors, LLC9$4.77K<0.01%new13F-HRTimeline
Avior Wealth Management, LLC9$4.77K<0.01%-1513F-HRTimeline
Lindbrook Capital, LLC9$4.77K<0.01%-713F-HRTimeline
CENTRAL TRUST Co8$4.24K<0.01%013F-HRTimeline
CoreCap Advisors, LLC8$4.24K<0.01%-14013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7$3.71K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC7$3.71K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.6$3.32K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6$3.18K<0.01%013F-HRTimelineGroup
ESL Trust Services, LLC6$3.18K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.5$2.65K<0.01%013F-HRTimeline
Red Tortoise LLC5$2.65K<0.01%013F-HRTimeline
Dunhill Financial, LLC5$2.65K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC4$2.13K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC4$2.12K<0.01%-513F-HRTimeline
WealthCollab, LLC4$2.12K<0.01%013F-HRTimeline
NATIXISin group Natixis Investment Managers4$2.12K<0.01%-4413F-HRTimelineGroup
Menard Financial Group LLC4$2.12K<0.01%new13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.4$2.01K<0.01%new13F-HRTimeline
AlphaMark Advisors, LLC3$2K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$1.59K<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.3$1.59K<0.01%-113F-HRTimeline
Cassady Schiller Wealth Management, LLC3$1.59K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC2$1.15K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2$1.07K<0.01%013F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC2$1.06K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc2$1.06K<0.01%+113F-HRTimeline
Sachetta, LLC2$1.06K<0.01%new13F-HRTimeline
Avion Wealth2$1K<0.01%013F-HRTimeline
Manchester Capital Management LLC1$530<0.01%-113F-HRTimeline
Riverview Trust Co1$530<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$530<0.01%013F-HRTimeline
TFC Financial Management, Inc.1$530<0.01%013F-HRTimeline
SBI Securities Co., Ltd.1$530<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1$530<0.01%13F-HRTimeline
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Heartland Consultants, Inc.631$334+12313F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.