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Cardinal Health

767 hedge funds and large institutions have $22.6B invested in Cardinal Health in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 246 increasing their positions, 324 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $20.3B → $22.6B (+$2.3B)

6% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 67

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.25% less ownership

Funds ownership: 88.13%87.88% (-0.25%)

1% less funds holding

Funds holding: 773767 (-6)

16% less call options, than puts

Call options by funds: $55.6M | Put options by funds: $65.9M

24% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 324

Holders
767
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
19.09%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
71
Increased
246
Reduced
324
Closed
67
Calls
$55.6M
Puts
$65.9M
Net Calls
-$10.4M
Net Calls Change
-$7.94M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
26
APG Asset Management
Netherlands
$118M +$12.9M +163,831 +13%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$117M -$23.7M -300,552 -17%
TCIM
28
TIAA CREF Investment Management
New York
$115M -$1.32M -16,782 -1%
UBS AM
29
UBS AM
Illinois
$108M +$2.62M +33,332 +3%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$105M +$32.3M +410,273 +46%
CB
31
Cooke & Bieler
Pennsylvania
$100M -$1.81M -23,002 -2%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$95.4M -$29.6M -376,184 -24%
SCA
33
Southpoint Capital Advisors
New York
$95.4M +$37M +470,000 +67%
Charles Schwab
34
Charles Schwab
California
$94.6M +$1.2M +15,308 +1%
Swiss National Bank
35
Swiss National Bank
Switzerland
$92.5M +$19.2M +244,000 +27%
TSW
36
Thompson Siegel & Walmsley
Virginia
$88.5M -$5.88M -74,743 -6%
Pzena Investment Management
37
Pzena Investment Management
New York
$86.4M +$83.4M +1,059,303 New
Capital International Investors
38
Capital International Investors
California
$86M -$50.4M -640,000 -38%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$84.6M -$3.97M -50,415 -5%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$84.3M +$11.9M +151,108 +17%
BG
41
Baupost Group
Massachusetts
$84M
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$82.3M +$3.94M +50,000 +5%
H
43
Hexavest
Quebec, Canada
$82M +$4.26M +54,163 +6%
RP
44
RR Partners
New York
$77.9M -$15.7M -199,700 -17%
Allianz Asset Management
45
Allianz Asset Management
Germany
$77.5M -$7.42M -94,298 -9%
USAA
46
United Services Automobile Association
Texas
$77M -$3.87M -49,127 -5%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$72.9M -$3.01M -38,301 -4%
RRAM
48
River Road Asset Management
Kentucky
$72.2M +$15.6M +198,554 +29%
PI
49
PGGM Investments
Netherlands
$72M -$4.25M -53,982 -6%
TG
50
TCW Group
California
$70.4M -$5.25M -66,665 -7%

CAH Hedge Fund Activity: Q1 2017 in Review

767 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q1 2017, worth a combined $22.6B — up 11% from $20.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new CAH positions and 67 closed out — a net gain of 4 holders — while 246 added to existing stakes and 324 trimmed.

The largest buyer was BlackRock, adding an estimated $1.54B. The largest seller was Janus Henderson Investors US, cutting an estimated $95.9M.

  • 767 institutional investors held Cardinal Health (CAH) as of Q1 2017, down from 773 in Q4 2016.
  • Funds reported $22.6B of Cardinal Health stock for Q1 2017, up 11% quarter-over-quarter.
  • 71 funds opened new Cardinal Health positions in Q1 2017 and 67 closed out, a net change of +4 holders.
  • The largest Cardinal Health buyer in Q1 2017 was BlackRock, an estimated $1.54B added.
  • The largest Cardinal Health seller in Q1 2017 was Janus Henderson Investors US, an estimated $95.9M sold.

Based on aggregated 13F filings for Q1 2017.