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Cardinal Health

740 hedge funds and large institutions have $11.6B invested in Cardinal Health in 2020 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 254 increasing their positions, 302 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.72% less ownership

Funds ownership: 86.53%84.81% (-1.7%)

3% less funds holding

Funds holding: 765740 (-25)

12% less capital invested

Capital invested by funds: $13.2B → $11.6B (-$1.56B)

16% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 302

22% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 89

23% less call options, than puts

Call options by funds: $109M | Put options by funds: $142M

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
740
Holders Change
-25
Holders Change %
-3.27%
% of All Funds
14.93%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
69
Increased
254
Reduced
302
Closed
89
Calls
$109M
Puts
$142M
Net Calls
-$32.3M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
476
Old Port Advisors
Maine
$366K +$400K +7,802 New
KRSITF
477
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$360K +$24.9K +485 +7%
BSB
478
Bangor Savings Bank
Maine
$359K +$47.7K +929 +14%
SLF
479
Sun Life Financial
Ontario, Canada
$359K +$383K +7,467 +4,267%
RTC
480
Riverview Trust Company
Washington
$358K
AP
481
Advisor Partners
California
$352K -$73.4K -1,430 -16%
AWM
482
AE Wealth Management
Kansas
$351K -$33.5K -653 -8%
CIAS
483
Capital Investment Advisory Services
North Carolina
$349K -$37.3K -727 -9%
PWS
484
Private Wealth Strategies
Ohio
$347K
CP
485
Camelot Portfolios
Ohio
$346K -$45.3K -882 -11%
RIM
486
Redpoint Investment Management
Australia
$344K -$941K -18,335 -71%
MMHP
487
Murphy Middleton Hinkle & Parker
Georgia
$344K -$3.75K -73 -1%
BFEC
488
Benjamin F. Edwards & Company
Missouri
$343K +$12.9K +251 +4%
WA
489
Wealth Alliance
New York
$341K +$64.8K +1,262 +21%
HVIA
490
Hudson Valley Investment Advisors
New York
$338K -$8.36K -163 -2%
BO
491
BRR OpCo
Ohio
$330K +$667 +13 +0.2%
NSEDCP
492
NJ State Employees Deferred Compensation Plan
New Jersey
$329K
MA
493
MANA Advisors
New York
$326K +$356K +6,940 New
MCP
494
Mirador Capital Partners
California
$324K -$40.4K -788 -10%
CS
495
Comerica Securities
Michigan
$323K -$8.06K -157 -2%
MA
496
Mutual Advisors
Nebraska
$323K -$3.08K -60 -0.9%
FDS
497
Freedom Day Solutions
Texas
$322K -$45.4K -885 -11%
KFP
498
Keystone Financial Planning
Ohio
$320K
EH
499
Employers Holdings
Nevada
$317K -$45.1K -879 -12%
SAM
500
Silvercrest Asset Management
New York
$316K

CAH Hedge Fund Activity: Q3 2020 in Review

740 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q3 2020, worth a combined $11.6B — down 12% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of CAH and 69 opened new positions — a net loss of 20 holders — while 302 trimmed existing stakes and 254 added.

The largest buyer was Citadel Advisors, adding an estimated $84.8M. The largest seller was Ameriprise, cutting an estimated $172M.

  • 740 institutional investors held Cardinal Health (CAH) as of Q3 2020, down from 765 in Q2 2020.
  • Funds reported $11.6B of Cardinal Health stock for Q3 2020, down 12% quarter-over-quarter.
  • 69 funds opened new Cardinal Health positions in Q3 2020 and 89 closed out, a net change of -20 holders.
  • The largest Cardinal Health buyer in Q3 2020 was Citadel Advisors, an estimated $84.8M added.
  • The largest Cardinal Health seller in Q3 2020 was Ameriprise, an estimated $172M sold.

Based on aggregated 13F filings for Q3 2020.