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Cardinal Health

740 hedge funds and large institutions have $11.6B invested in Cardinal Health in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 254 increasing their positions, 302 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.72% less ownership

Funds ownership: 86.53%84.81% (-1.7%)

3% less funds holding

Funds holding: 765740 (-25)

12% less capital invested

Capital invested by funds: $13.2B → $11.6B (-$1.56B)

16% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 302

22% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 89

23% less call options, than puts

Call options by funds: $109M | Put options by funds: $142M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
740
Holders Change
-25
Holders Change %
-3.27%
% of All Funds
14.93%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
69
Increased
254
Reduced
302
Closed
89
Calls
$109M
Puts
$142M
Net Calls
-$32.3M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
401
Providence Wealth Advisors
Illinois
$618K -$76.1K -1,483 -10%
AIP
402
Ameritas Investment Partners
Nebraska
$616K +$71.8K +1,400 +12%
JFL
403
Jarislowsky, Fraser Ltd
Quebec, Canada
$610K -$205K -4,000 -24%
ECM
404
Everence Capital Management
Indiana
$593K +$228K +4,450 +54%
BSW
405
Buckingham Strategic Wealth
Missouri
$593K +$423K +8,239 +187%
IA
406
IFG Advisory
Georgia
$591K
AFP
407
Ausdal Financial Partners
Iowa
$590K
BWM
408
Buckley Wealth Management
Nevada
$589K -$2.31K -45 -0.4%
TCM
409
Tuttle Capital Management
Connecticut
$585K +$639K +12,457 New
LIM
410
Leavell Investment Management
Alabama
$584K
DI
411
Diligent Investors
California
$577K -$5.03K -98 -0.8%
Verition Fund Management
412
Verition Fund Management
Connecticut
$568K -$384K -7,480 -38%
MAFM
413
Mid Atlantic Financial Management
Pennsylvania
$566K +$13.7K +266 +3%
BFA
414
Beacon Financial Advisory
Ohio
$564K +$272K +5,300 +79%
RIM
415
Redwood Investment Management
Arizona
$563K +$78K +1,521 +15%
AIC
416
Ameritas Investment Company
Nebraska
$561K
William Blair & Company
417
William Blair & Company
Illinois
$558K -$10.6K -207 -2%
PSUF
418
People's United Financial
Connecticut
$556K -$7.8K -152 -1%
PK
419
Pflug Koory
Nebraska
$545K -$15.4K -300 -3%
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$540K -$110K -2,148 -16%
RFC
421
Regions Financial Corp
Alabama
$536K -$25.9K -505 -4%
PA
422
PSI Advisors
Florida
$536K +$60.6K +1,180 +12%
SC
423
Sawyer & Company
Massachusetts
$535K -$21.8K -425 -4%
IMRF
424
Illinois Municipal Retirement Fund
Illinois
$534K +$584K +11,372 New
DILIC
425
Dai-ichi Life Insurance Company
Japan
$528K

CAH Hedge Fund Activity: Q3 2020 in Review

740 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q3 2020, worth a combined $11.6B — down 12% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of CAH and 69 opened new positions — a net loss of 20 holders — while 302 trimmed existing stakes and 254 added.

The largest buyer was Citadel Advisors, adding an estimated $84.8M. The largest seller was Ameriprise, cutting an estimated $172M.

  • 740 institutional investors held Cardinal Health (CAH) as of Q3 2020, down from 765 in Q2 2020.
  • Funds reported $11.6B of Cardinal Health stock for Q3 2020, down 12% quarter-over-quarter.
  • 69 funds opened new Cardinal Health positions in Q3 2020 and 89 closed out, a net change of -20 holders.
  • The largest Cardinal Health buyer in Q3 2020 was Citadel Advisors, an estimated $84.8M added.
  • The largest Cardinal Health seller in Q3 2020 was Ameriprise, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2020.