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Cardinal Health
CAH

576 hedge funds and large institutions have $15.4B invested in Cardinal Health in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 207 increasing their positions, 210 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

25% more call options, than puts

Call options by funds: $57.4M | Put options by funds: $45.8M

11% more capital invested

Capital invested by funds: $13.8B → $15.4B (+$1.55B)

5% more funds holding

Funds holding: 549 → 576 (+27)

1.31% more ownership

Funds ownership: 85.55% → 86.86% (+1.3%)

1% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 210

20% less funds holding in top 10

Funds holding in top 10: 10 → 8 (-2)

Holders
576
Holders Change
+27
Holders Change %
+4.92%
% of All Funds
18.68%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
67
Increased
207
Reduced
210
Closed
35
Calls
$57.4M
Puts
$45.8M
Net Calls
+$11.6M
Net Calls Change
-$56M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$88.1M
2
Goldman Sachs
Goldman Sachs
New York
+$67.6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$64.3M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
+$64.2M
5
SFM
Systematic Financial Management
New Jersey
+$62.3M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$122M
2
JP Morgan Chase
JP Morgan Chase
New York
-$108M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$81.3M
4
UBS AM
UBS AM
Illinois
-$56.8M
5
BJ
BlackRock Japan
Japan
-$49.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
451
HL Financial Services
Kentucky
$333K +$12.6K +248 +4%
TT
452
Tower Trust
Indiana
$329K -$31.4K -619 -9%
FFBTD
453
First Financial Bank - Trust Division
Ohio
$329K -$10.2K -200 -3%
WTIM
454
Wilmington Trust Investment Management
Delaware
$327K – – –
LOM
455
Loeb Offshore Management
New York
$327K +$69.5K +1,369 +28%
SI
456
SII Investments
Wisconsin
$318K +$35.3K +695 +13%
CAN
457
Cetera Advisor Networks
California
$307K +$83.7K +1,648 +39%
USGIU
458
U.S. Global Investors (USGI)
Texas
$303K +$41.1K +810 +16%
SCM
459
Shelton Capital Management
Colorado
$303K +$295K +5,811 New
CI
460
Constellation Investments
Ohio
$302K +$15.2K +300 +5%
CIA
461
Choate Investment Advisors
Massachusetts
$297K +$40.4K +796 +16%
Janney Montgomery Scott
462
Janney Montgomery Scott
Pennsylvania
$296K +$288K +5,671 New
FBNAT
463
FirstMerit Bank N.A. Trustee
Ohio
$291K -$4.01K -79 -1%
HIM
464
Hillsdale Investment Management
Ontario, Canada
$289K +$274K +5,400 +3,600%
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$285K – – –
Jacobs Levy Equity Management
466
Jacobs Levy Equity Management
New Jersey
$282K -$970K -19,090 -78%
DSC
467
Duncker Streett & Co
Missouri
$280K +$51 +1 +0%
Twin Tree Management
468
Twin Tree Management
Texas
$272K +$265K +5,215 New
GVT
469
Genesee Valley Trust
New York
$272K +$265K +5,219 New
ECM
470
Estabrook Capital Management
New York
$259K – – –
1GA
471
1st Global Advisors
Texas
$256K +$28.1K +553 +13%
LIC
472
Lodestar Investment Counsel
Illinois
$252K – – –
DP
473
Dearborn Partners
Illinois
$249K +$1.12K +22 +0.5%
HCA
474
Harbour Capital Advisors
Virginia
$247K – – –
IH
475
IFC Holdings
Florida
$243K +$4.93K +97 +2%
17 18
19
20 21

CAH Hedge Fund Activity: Q3 2013 in Review

576 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q3 2013, worth a combined $15.4B — up 11% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CAH positions and 35 closed out — a net gain of 32 holders — while 207 added to existing stakes and 210 trimmed.

The largest buyer was Ameriprise, adding an estimated $88.1M. The largest seller was BlackRock Institutional Trust, cutting an estimated $122M.

  • 576 institutional investors held Cardinal Health (CAH) as of Q3 2013, up from 549 in Q2 2013.
  • Funds reported $15.4B of Cardinal Health stock for Q3 2013, up 11% quarter-over-quarter.
  • 67 funds opened new Cardinal Health positions in Q3 2013 and 35 closed out, a net change of +32 holders.
  • The largest Cardinal Health buyer in Q3 2013 was Ameriprise, an estimated $88.1M added.
  • The largest Cardinal Health seller in Q3 2013 was BlackRock Institutional Trust, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2013.