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Cardinal Health

781 hedge funds and large institutions have $27.1B invested in Cardinal Health in 2015 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 305 increasing their positions, 265 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

29% more call options, than puts

Call options by funds: $69.2M | Put options by funds: $53.8M

15% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 265

15% more capital invested

Capital invested by funds: $23.6B → $27.1B (+$3.5B)

3% more funds holding

Funds holding: 756781 (+25)

1.27% less ownership

Funds ownership: 87.14%85.87% (-1.3%)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
20.49%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.55%
New
97
Increased
305
Reduced
265
Closed
66
Calls
$69.2M
Puts
$53.8M
Net Calls
+$15.4M
Net Calls Change
+$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
301
Creative Planning
Kansas
$3.79M -$15.9K -187 -0.4%
HighTower Advisors
302
HighTower Advisors
Illinois
$3.77M +$674K +7,932 +23%
IEFM
303
IQ EQ Fund Management
Ireland
$3.76M -$238K -2,807 -7%
Commonwealth Equity Services
304
Commonwealth Equity Services
Massachusetts
$3.69M +$1.15M +13,512 +48%
Lazard Asset Management
305
Lazard Asset Management
New York
$3.68M +$2.17M +25,502 +162%
LIA
306
LS Investment Advisors
Michigan
$3.68M +$880K +10,359 +34%
B
307
BP
United Kingdom
$3.66M
B
308
Barings
North Carolina
$3.58M -$603K -7,100 -15%
CAL
309
Capital Analysts LLC
Pennsylvania
$3.55M -$3.18M -37,467 -48%
OI
310
Oakbrook Investments
Illinois
$3.54M +$3.37M +39,700 New
AIA
311
Alerus Investment Advisors
Minnesota
$3.5M +$164K +1,931 +5%
SGCIA
312
Smith Graham & Co Investment Advisors
Texas
$3.47M +$108K +1,270 +3%
WA
313
Whitebox Advisors
Minnesota
$3.45M -$2.72M -32,013 -45%
MC
314
Menta Capital
California
$3.45M
Calamos Advisors
315
Calamos Advisors
Illinois
$3.36M +$33.3K +392 +1%
PC
316
Polar Capital
United Kingdom
$3.3M +$170K +2,000 +6%
CCM
317
Copeland Capital Management
Pennsylvania
$3.3M -$21.8M -256,547 -87%
VIA
318
Vantage Investment Advisors
Pennsylvania
$3.29M +$114K +1,346 +4%
PAM
319
Princeton Alpha Management
New Jersey
$3.18M -$2.84M -33,502 -48%
NMERB
320
New Mexico Educational Retirement Board
New Mexico
$3.17M -$144K -1,700 -5%
Nomura Holdings
321
Nomura Holdings
Japan
$3.14M +$1.33M +15,606 +80%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$3.11M -$334K -3,936 -10%
BSPF
323
British Steel Pension Fund
United Kingdom
$3.1M +$2.95M +34,757 New
GIA
324
Gateway Investment Advisers
Ohio
$3.1M -$4.25K -50 -0.1%
WT
325
Washington Trust
Rhode Island
$3.1M +$76.1K +896 +3%

CAH Hedge Fund Activity: Q4 2015 in Review

781 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q4 2015, worth a combined $27.1B — up 15% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CAH positions and 66 closed out — a net gain of 31 holders — while 305 added to existing stakes and 265 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $91M. The largest seller was Wellington Management Group, cutting an estimated $164M.

  • 781 institutional investors held Cardinal Health (CAH) as of Q4 2015, up from 756 in Q3 2015.
  • Funds reported $27.1B of Cardinal Health stock for Q4 2015, up 15% quarter-over-quarter.
  • 97 funds opened new Cardinal Health positions in Q4 2015 and 66 closed out, a net change of +31 holders.
  • The largest Cardinal Health buyer in Q4 2015 was Goldman Sachs, an estimated $91M added.
  • The largest Cardinal Health seller in Q4 2015 was Wellington Management Group, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2015.