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Cardinal Health

771 hedge funds and large institutions have $21.3B invested in Cardinal Health in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 251 increasing their positions, 335 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less call options, than puts

Call options by funds: $97.7M | Put options by funds: $99.3M

5% less capital invested

Capital invested by funds: $22.4B → $21.3B (-$1.09B)

1.67% less ownership

Funds ownership: 88.11%86.44% (-1.7%)

4% less funds holding

Funds holding: 807771 (-36)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 335

38% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 74

Holders
771
Holders Change
-36
Holders Change %
-4.46%
% of All Funds
20.57%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
46
Increased
251
Reduced
335
Closed
74
Calls
$97.7M
Puts
$99.3M
Net Calls
-$1.66M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
551
Anchor Investment Management
South Carolina
$455K -$206K -2,550 -30%
CIA
552
Capital Investment Advisors
Georgia
$453K -$28.4K -351 -6%
KIA
553
KCM Investment Advisors
California
$449K +$1.37K +17 +0.3%
USGIU
554
U.S. Global Investors (USGI)
Texas
$445K -$105K -1,300 -18%
CFA
555
Cahill Financial Advisors
Minnesota
$445K
AP
556
Advisor Partners
California
$438K +$7.43K +92 +2%
LIC
557
Lodestar Investment Counsel
Illinois
$434K -$25.9K -320 -5%
NRS
558
Neville Rodie & Shaw
New York
$426K
SC
559
Scotia Capital
Ontario, Canada
$421K -$130K -1,612 -23%
DSC
560
Duncker Streett & Co
Missouri
$419K +$81 +1 +0%
MFIMFI
561
Mesirow Financial Investment Management - Fixed Income
Illinois
$417K -$544K -6,731 -56%
AL
562
Aspiriant LLC
California
$417K -$8.32K -103 -2%
RWA
563
Ropes Wealth Advisors
Massachusetts
$415K +$132K +1,628 +44%
CNC
564
Citizens & Northern Corp
Pennsylvania
$413K -$4.2K -52 -1%
ACM
565
Aviance Capital Management
Florida
$412K +$64.3K +796 +18%
CIA
566
Choate Investment Advisors
Massachusetts
$397K -$58.8K -728 -12%
KCM
567
Kornitzer Capital Management
Kansas
$394K
CSS
568
Cubist Systematic Strategies
Connecticut
$388K -$272K -3,369 -40%
PAG
569
Private Advisor Group
New Jersey
$385K -$98.8K -1,222 -19%
DBIA
570
Dumont & Blake Investment Advisors
New Jersey
$385K
CEP
571
Chicago Equity Partners
Illinois
$380K -$5.17M -63,925 -93%
LOAME
572
Lombard Odier Asset Management (Europe)
United Kingdom
$380K
SC
573
SouthState Corp
Florida
$371K +$145K +1,797 +60%
WAS
574
WESPAC Advisors SoCal
California
$370K -$92.9K -1,150 -19%
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$370K +$77.5K +959 +25%

CAH Hedge Fund Activity: Q3 2016 in Review

771 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q3 2016, worth a combined $21.3B — down 4.9% from $22.4B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CAH and 46 opened new positions — a net loss of 28 holders — while 335 trimmed existing stakes and 251 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $301M. The largest seller was Macquarie Group, cutting an estimated $713M.

  • 771 institutional investors held Cardinal Health (CAH) as of Q3 2016, down from 807 in Q2 2016.
  • Funds reported $21.3B of Cardinal Health stock for Q3 2016, down 4.9% quarter-over-quarter.
  • 46 funds opened new Cardinal Health positions in Q3 2016 and 74 closed out, a net change of -28 holders.
  • The largest Cardinal Health buyer in Q3 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $301M added.
  • The largest Cardinal Health seller in Q3 2016 was Macquarie Group, an estimated $713M sold.

Based on aggregated 13F filings for Q3 2016.