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Cardinal Health

779 hedge funds and large institutions have $13.1B invested in Cardinal Health in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 265 increasing their positions, 273 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

13% more capital invested

Capital invested by funds: $11.6B → $13.1B (+$1.49B)

5% more funds holding

Funds holding: 740779 (+39)

0.54% less ownership

Funds ownership: 84.81%84.26% (-0.54%)

3% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 273

31% less call options, than puts

Call options by funds: $95.9M | Put options by funds: $139M

Holders
779
Holders Change
+39
Holders Change %
+5.27%
% of All Funds
13.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
118
Increased
265
Reduced
273
Closed
69
Calls
$95.9M
Puts
$139M
Net Calls
-$43.4M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
451
Freedom Investment Management
Connecticut
$518K -$211K -4,070 -30%
SWP
452
Stratos Wealth Partners
Ohio
$514K -$17.8K -343 -3%
FI
453
FormulaFolio Investments
Michigan
$514K +$498K +9,602 New
JWM
454
Jeppson Wealth Management
California
$511K +$52.9K +1,020 +12%
MW
455
MBL Wealth
North Carolina
$509K +$493K +9,505 New
EI
456
EDMP Inc
Florida
$508K
SC
457
Sawyer & Company
Massachusetts
$507K -$100K -1,935 -17%
RIM
458
Regent Investment Management
Kentucky
$503K +$33.7K +650 +7%
GA
459
GoalVest Advisory
New York
$501K +$485K +9,347 New
BC
460
Bridgefront Capital
Texas
$495K +$480K +9,249 New
CPO
461
Cerity Partners OCIO
New York
$494K -$7.94K -153 -2%
PA
462
PSI Advisors
Florida
$492K -$115K -2,225 -19%
RJT
463
Raymond James Trust
Florida
$491K -$12.8K -247 -3%
TWM
464
Tradition Wealth Management
Minnesota
$487K +$471K +9,085 New
MML Investors Services
465
MML Investors Services
Massachusetts
$481K -$258K -4,980 -36%
SP
466
Symmetry Partners
Connecticut
$481K -$109K -2,097 -19%
TFGT
467
TS Financial Group (TSFG)
Illinois
$480K +$259 +5 +0.1%
Impax Asset Management Group
468
Impax Asset Management Group
United Kingdom
$476K +$43K +828 +10%
BAM
469
Belpointe Asset Management
Nevada
$475K +$460K +8,859 New
AWE
470
Avidian Wealth Enterprises
Texas
$472K +$20K +385 +5%
CIAS
471
Capital Investment Advisory Services
North Carolina
$456K +$55.6K +1,072 +14%
TAIM
472
TD Ameritrade Investment Management
Nebraska
$453K -$116K -2,227 -21%
CA
473
Claro Advisors
Massachusetts
$452K -$4.05K -78 -0.9%
KRSITF
474
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$448K +$36.1K +696 +9%
BRWA
475
B. Riley Wealth Advisors
Florida
$447K -$82.6K -1,591 -16%

CAH Hedge Fund Activity: Q4 2020 in Review

779 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q4 2020, worth a combined $13.1B — up 13% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new CAH positions and 69 closed out — a net gain of 49 holders — while 265 added to existing stakes and 273 trimmed.

The largest buyer was State Street, adding an estimated $44.9M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $52.7M.

  • 779 institutional investors held Cardinal Health (CAH) as of Q4 2020, up from 740 in Q3 2020.
  • Funds reported $13.1B of Cardinal Health stock for Q4 2020, up 13% quarter-over-quarter.
  • 118 funds opened new Cardinal Health positions in Q4 2020 and 69 closed out, a net change of +49 holders.
  • The largest Cardinal Health buyer in Q4 2020 was State Street, an estimated $44.9M added.
  • The largest Cardinal Health seller in Q4 2020 was State of Tennessee, Department of Treasury, an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2020.