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Cardinal Health

748 hedge funds and large institutions have $12B invested in Cardinal Health in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 322 increasing their positions, 237 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 237

16% more call options, than puts

Call options by funds: $150M | Put options by funds: $129M

0.53% more ownership

Funds ownership: 84.74%85.27% (+0.53%)

5% less funds holding

Funds holding: 789748 (-41)

14% less capital invested

Capital invested by funds: $13.9B → $12B (-$1.9B)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

34% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 93

Holders
748
Holders Change
-41
Holders Change %
-5.2%
% of All Funds
13.1%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
61
Increased
322
Reduced
237
Closed
93
Calls
$150M
Puts
$129M
Net Calls
+$21.2M
Net Calls Change
-$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$88.3M +$77.7M +1,431,801 +404%
Millennium Management
27
Millennium Management
New York
$87.3M +$38.7M +713,539 +68%
UBS AM
28
UBS AM
Illinois
$82.7M -$4.02M -74,113 -4%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$71.1M +$15.5M +285,622 +25%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$68.5M +$40.2M +740,768 +115%
Swedbank
31
Swedbank
Sweden
$64.7M -$7.46M -137,596 -10%
BIP
32
Brandes Investment Partners
California
$64.5M +$1.46M +26,877 +2%
CIC
33
Crawford Investment Counsel
Georgia
$64.3M +$1.28M +23,566 +2%
Stifel Financial
34
Stifel Financial
Missouri
$63.3M +$66.6K +1,227 +0.1%
PPA
35
Parametric Portfolio Associates
Washington
$61.4M -$18.7M -343,856 -22%
Goldman Sachs
36
Goldman Sachs
New York
$58.6M +$5.42M +99,886 +9%
MHI
37
Miller Howard Investments
New York
$56.8M -$712K -13,122 -1%
Swiss National Bank
38
Swiss National Bank
Switzerland
$56.7M -$2.77M -51,000 -4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$55.7M -$5.61M -103,419 -8%
AI
40
Ariel Investments
Illinois
$53.3M +$2.34M +43,158 +4%
Amundi
41
Amundi
France
$51.9M +$4.19M +77,306 +8%
ORIO
42
Old Republic International (ORI)
Illinois
$51.3M -$4.72M -87,000 -8%
N
43
Nuveen
North Carolina
$45.9M -$12.3M -226,023 -20%
Wells Fargo
44
Wells Fargo
California
$45.4M -$2.75M -50,659 -5%
Allianz Asset Management
45
Allianz Asset Management
Germany
$42.8M +$42.9M +790,857 +1,056%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$40.8M +$788K +14,529 +2%
CI
47
Conning Inc
Connecticut
$40.5M +$2.4M +44,324 +6%
Axa
48
Axa
France
$40.2M -$3.17M -58,407 -7%
Victory Capital Management
49
Victory Capital Management
Texas
$38.4M -$3.07M -56,632 -7%
WorldQuant Millennium Advisors
50
WorldQuant Millennium Advisors
New York
$36.4M +$24.6M +453,877 +161%

CAH Hedge Fund Activity: Q3 2021 in Review

748 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q3 2021, worth a combined $12B — down 14% from $13.9B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of CAH and 61 opened new positions — a net loss of 32 holders — while 237 trimmed existing stakes and 322 added.

The largest buyer was State Street, adding an estimated $94.1M. The largest seller was Macquarie Group, cutting an estimated $153M.

  • 748 institutional investors held Cardinal Health (CAH) as of Q3 2021, down from 789 in Q2 2021.
  • Funds reported $12B of Cardinal Health stock for Q3 2021, down 14% quarter-over-quarter.
  • 61 funds opened new Cardinal Health positions in Q3 2021 and 93 closed out, a net change of -32 holders.
  • The largest Cardinal Health buyer in Q3 2021 was State Street, an estimated $94.1M added.
  • The largest Cardinal Health seller in Q3 2021 was Macquarie Group, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2021.