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Cardinal Health

948 hedge funds and large institutions have $20.7B invested in Cardinal Health in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 318 increasing their positions, 356 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 1026 (+16)

57% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 79

57% more call options, than puts

Call options by funds: $356M | Put options by funds: $227M

23% more capital invested

Capital invested by funds: $16.8B → $20.7B (+$3.89B)

5% more funds holding

Funds holding: 907948 (+41)

0.2% more ownership

Funds ownership: 85.9%86.1% (+0.2%)

11% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 356

Holders
948
Holders Change
+41
Holders Change %
+4.52%
% of All Funds
14.88%
Holding in Top 10
26
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+160%
% of All Funds
0.41%
New
124
Increased
318
Reduced
356
Closed
79
Calls
$356M
Puts
$227M
Net Calls
+$129M
Net Calls Change
-$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
526
Jackson Creek Investment Advisors
Colorado
$660K -$104K -1,226 -15%
O
527
Ossiam
France
$655K -$317K -3,751 -35%
OWA
528
Octavia Wealth Advisors
Ohio
$654K -$4.48K -53 -0.8%
PP
529
PDS Planning
Ohio
$654K +$5.91K +70 +1%
RJT
530
Raymond James Trust
Florida
$651K -$2.79K -33 -0.5%
CIM
531
Cambria Investment Management
California
$651K -$134K -1,584 -19%
AMBIA
532
Allen Mooney & Barnes Investment Advisors
Georgia
$648K
ACA
533
Atlas Capital Advisors
Wyoming
$643K +$115K +1,361 +25%
CIAS
534
Capital Investment Advisory Services
North Carolina
$641K +$5.15K +61 +0.9%
AWE
535
Avidian Wealth Enterprises
Texas
$641K -$192K -2,277 -25%
1SB
536
1ST Source Bank
Indiana
$633K -$1.86K -22 -0.3%
SAM
537
Silvercrest Asset Management
New York
$631K +$845 +10 +0.2%
TRCT
538
Tower Research Capital (TRC)
New York
$627K +$183K +2,162 +48%
QCM
539
Qsemble Capital Management
New York
$624K +$557K +6,600 New
4WM
540
44 Wealth Management
Oregon
$623K -$6.25K -74 -1%
IPW
541
Inlet Private Wealth
Florida
$611K
CP
542
Cumberland Partners
Ontario, Canada
$602K +$538K +6,369 New
MA
543
Mutual Advisors
Nebraska
$602K +$180K +2,127 +50%
MG
544
Mather Group
Illinois
$601K +$41.1K +487 +8%
Assenagon Asset Management
545
Assenagon Asset Management
Luxembourg
$593K
SPC
546
Sigma Planning Corp
Michigan
$593K -$51.8K -613 -9%
FCCM
547
First City Capital Management
Georgia
$591K
SSWM
548
Sheets Smith Wealth Management
North Carolina
$590K -$1.18M -13,982 -69%
EFMC
549
Empire Financial Management Company
New York
$583K
EH
550
Equitable Holdings
New York
$582K -$26.4K -313 -5%

CAH Hedge Fund Activity: Q2 2023 in Review

948 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q2 2023, worth a combined $20.7B — up 23% from $16.8B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new CAH positions and 79 closed out — a net gain of 45 holders — while 318 added to existing stakes and 356 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $164M. The largest seller was Citadel Advisors, cutting an estimated $222M.

  • 948 institutional investors held Cardinal Health (CAH) as of Q2 2023, up from 907 in Q1 2023.
  • Funds reported $20.7B of Cardinal Health stock for Q2 2023, up 23% quarter-over-quarter.
  • 124 funds opened new Cardinal Health positions in Q2 2023 and 79 closed out, a net change of +45 holders.
  • The largest Cardinal Health buyer in Q2 2023 was Man Group, an estimated $164M added.
  • The largest Cardinal Health seller in Q2 2023 was Citadel Advisors, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2023.