We are live on ! Find out more
CAH icon

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
IWC
551
Integrated Wealth Concepts
Massachusetts
$574K +$513K +6,073 New
KPWS
552
Kestra Private Wealth Services
Texas
$571K -$59.4K -703 -10%
CCB
553
Country Club Bank
Missouri
$570K -$94.6K -1,120 -16%
Connor, Clark & Lunn Investment Management (CC&L)
554
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$557K +$498K +5,895 New
FPAS
555
Focus Partners Advisor Solutions
Missouri
$554K +$495K +5,855 New
JIC
556
Johnson Investment Counsel
Ohio
$549K +$199K +2,355 +68%
AAM
557
Augustine Asset Management
Florida
$544K +$338 +4 +0.1%
HW
558
Hancock Whitney
Mississippi
$540K +$50.9K +602 +12%
CP
559
Camelot Portfolios
Ohio
$539K -$4.82K -57 -1%
MGIA
560
Moneta Group Investment Advisors
Missouri
$537K +$253K +2,993 +111%
BCV
561
Banque Cantonale Vaudoise
Switzerland
$536K
CCB
562
Cutter & Co Brokerage
Missouri
$535K -$29.1K -345 -6%
SP
563
Symmetry Partners
Connecticut
$534K -$103K -1,215 -18%
HVIA
564
Hudson Valley Investment Advisors
New York
$532K -$23.3K -276 -5%
GHA
565
GW Henssler & Associates
Georgia
$532K -$371K -4,391 -44%
DCM
566
Dupont Capital Management
Delaware
$528K +$71.7K +849 +18%
CA
567
Cetera Advisors
Colorado
$526K +$81.5K +965 +21%
FWP
568
FAS Wealth Partners
Kansas
$525K +$2.87K +34 +0.6%
HIM
569
Hillsdale Investment Management
Ontario, Canada
$524K
Carson Wealth (CWM LLC)
570
Carson Wealth (CWM LLC)
Nebraska
$511K -$28.4K -336 -6%
IW
571
Imprint Wealth
South Carolina
$505K -$31.4K -372 -7%
QAM
572
Q3 Asset Management
Michigan
$502K +$449K +5,316 New
QI
573
Qtron Investments
Massachusetts
$501K +$189K +2,242 +73%
EWA
574
Exencial Wealth Advisors
Oklahoma
$499K +$13.5K +160 +3%
BMSSC
575
B. Metzler seel. Sohn & Co
Germany
$496K -$3.46M -40,903 -89%

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.