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Cardinal Health

779 hedge funds and large institutions have $12B invested in Cardinal Health in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 283 increasing their positions, 276 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

57% more call options, than puts

Call options by funds: $229M | Put options by funds: $146M

53% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 80

4% more funds holding

Funds holding: 748779 (+31)

3% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 276

1% more capital invested

Capital invested by funds: $12B → $12B (+$81.3M)

2.02% less ownership

Funds ownership: 85.27%83.25% (-2%)

Holders
779
Holders Change
+31
Holders Change %
+4.14%
% of All Funds
11.99%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.2%
New
122
Increased
283
Reduced
276
Closed
80
Calls
$229M
Puts
$146M
Net Calls
+$83.1M
Net Calls Change
+$61.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
426
Private Advisor Group
New Jersey
$648K -$406K -8,275 -40%
Thrivent Financial for Lutherans
427
Thrivent Financial for Lutherans
Minnesota
$637K -$18.7K -382 -3%
HWM
428
Hohimer Wealth Management
Washington
$635K -$19.2K -392 -3%
BPM
429
Bowling Portfolio Management
Ohio
$630K -$31.9K -651 -5%
JWM
430
Jeppson Wealth Management
California
$629K +$134K +2,739 +29%
ECM
431
Everence Capital Management
Indiana
$614K -$410K -8,350 -41%
DI
432
Diligent Investors
California
$610K -$15.7K -321 -3%
HPM
433
Hudson Portfolio Management
New York
$603K -$9.81K -200 -2%
CA
434
Cullinan Associates
Kentucky
$596K
CL
435
CSS LLC
Illinois
$592K +$564K +11,500 New
LIM
436
Leavell Investment Management
Alabama
$586K -$48.9K -998 -8%
PWS
437
Private Wealth Strategies
Ohio
$586K
PK
438
Pflug Koory
Nebraska
$581K -$4.91K -100 -0.9%
William Blair & Company
439
William Blair & Company
Illinois
$568K +$32.6K +664 +6%
VPIM
440
Vanguard Personalized Indexing Management
California
$568K +$541K +11,034 New
DADC
441
D.A. Davidson & Co
Montana
$558K +$117K +2,393 +28%
WCM
442
Wedge Capital Management
North Carolina
$545K +$1.47K +30 +0.3%
CC
443
Centiva Capital
New York
$545K +$206K +4,206 +66%
DA
444
Duality Advisers
Florida
$541K -$2.33M -47,407 -82%
RCA
445
Resonant Capital Advisors
Wisconsin
$534K +$165K +3,374 +49%
AWM
446
AE Wealth Management
Kansas
$516K +$1.86K +38 +0.4%
MML Investors Services
447
MML Investors Services
Massachusetts
$515K +$54.5K +1,111 +12%
OWA
448
Octavia Wealth Advisors
Ohio
$507K +$1.08K +22 +0.2%
LOAMS
449
Lombard Odier Asset Management (Switzerland)
Switzerland
$503K +$479K +9,774 New
Carson Wealth (CWM LLC)
450
Carson Wealth (CWM LLC)
Nebraska
$496K +$473K +9,637 New

CAH Hedge Fund Activity: Q4 2021 in Review

779 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q4 2021, worth a combined $12B — up 0.68% from $12B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new CAH positions and 80 closed out — a net gain of 42 holders — while 283 added to existing stakes and 276 trimmed.

The largest buyer was State Street, adding an estimated $114M. The largest seller was Macquarie Group, cutting an estimated $354M.

  • 779 institutional investors held Cardinal Health (CAH) as of Q4 2021, up from 748 in Q3 2021.
  • Funds reported $12B of Cardinal Health stock for Q4 2021, up 0.68% quarter-over-quarter.
  • 122 funds opened new Cardinal Health positions in Q4 2021 and 80 closed out, a net change of +42 holders.
  • The largest Cardinal Health buyer in Q4 2021 was State Street, an estimated $114M added.
  • The largest Cardinal Health seller in Q4 2021 was Macquarie Group, an estimated $354M sold.

Based on aggregated 13F filings for Q4 2021.