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Cardinal Health

732 hedge funds and large institutions have $25.9B invested in Cardinal Health in 2015 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 291 increasing their positions, 238 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

53% more funds holding in top 10

Funds holding in top 10: 1523 (+8)

22% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 238

15% more call options, than puts

Call options by funds: $49.7M | Put options by funds: $43.2M

10% more capital invested

Capital invested by funds: $23.4B → $25.9B (+$2.42B)

3% more funds holding

Funds holding: 708732 (+24)

1.11% more ownership

Funds ownership: 86.09%87.2% (+1.1%)

Holders
732
Holders Change
+24
Holders Change %
+3.39%
% of All Funds
19.5%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.61%
New
85
Increased
291
Reduced
238
Closed
52
Calls
$49.7M
Puts
$43.2M
Net Calls
+$6.54M
Net Calls Change
+$57.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
551
Dearborn Partners
Illinois
$406K
FSA
552
Franklin Street Advisors
North Carolina
$406K
ECM
553
Everence Capital Management
Indiana
$400K +$131K +1,520 +50%
PG
554
PEAK6 Group
Illinois
$399K -$583K -6,772 -61%
CNB
555
City National Bank
California
$392K +$12.3K +143 +3%
DADC
556
D.A. Davidson & Co
Montana
$384K +$11.4K +132 +3%
N
557
Natixis
France
$378K -$373K -4,338 -51%
FSC
558
Fiduciary Services Corp
Georgia
$376K +$43K +500 +14%
QSS
559
Quantitative Systematic Strategies
Florida
$375K -$200K -2,320 -36%
AGM
560
Alpine Global Management
New York
$373K -$267K -3,106 -43%
HIM
561
Hillsdale Investment Management
Ontario, Canada
$366K +$336K +3,900 +2,600%
MMPW
562
Mitchell McLeod Pugh & Williams
Alabama
$359K -$30.1K -350 -8%
RC
563
RegentAtlantic Capital
New Jersey
$356K -$6.37K -74 -2%
LNWWM
564
Laird Norton Wetherby Wealth Management
California
$355K +$21.3K +247 +7%
Koshinski Asset Management
565
Koshinski Asset Management
Illinois
$345K -$34.4K -399 -9%
GCC
566
Guardian Capital (Canada)
Ontario, Canada
$342K +$327K +3,794 New
OC
567
Oakworth Capital
Alabama
$340K
KS
568
Karpas Strategies
Connecticut
$339K
BJL
569
Brighton Jones LLC
Washington
$337K -$312K -3,619 -49%
Northwestern Mutual Wealth Management
570
Northwestern Mutual Wealth Management
Wisconsin
$333K +$231K +2,679 +265%
TFA
571
Transamerica Financial Advisors
Florida
$332K +$316K +3,671 +61,183%
TCOT
572
Trust Company of Toledo
Ohio
$330K
UOC
573
UBS O'Connor
Illinois
$327K +$311K +3,618 New
Pacer Advisors
574
Pacer Advisors
Pennsylvania
$327K +$312K +3,619 New
W
575
Wealthfront
California
$323K +$49.8K +578 +19%

CAH Hedge Fund Activity: Q1 2015 in Review

732 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q1 2015, worth a combined $25.9B — up 10% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new CAH positions and 52 closed out — a net gain of 33 holders — while 291 added to existing stakes and 238 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $103M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $553M sold.

  • 732 institutional investors held Cardinal Health (CAH) as of Q1 2015, up from 708 in Q4 2014.
  • Funds reported $25.9B of Cardinal Health stock for Q1 2015, up 10% quarter-over-quarter.
  • 85 funds opened new Cardinal Health positions in Q1 2015 and 52 closed out, a net change of +33 holders.
  • The largest Cardinal Health buyer in Q1 2015 was Schroder Investment Management Group, an estimated $103M added.
  • The largest Cardinal Health seller in Q1 2015 was Americafirst Capital Management, an estimated $553M sold.

Based on aggregated 13F filings for Q1 2015.