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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
BHWM
601
Bar Harbor Wealth Management
New Hampshire
$305K -$23.2K -287 -7%
Mariner
602
Mariner
Kansas
$305K +$317K +3,922 New
TNBTD
603
Trustmark National Bank Trust Department
Mississippi
$303K -$26.4K -327 -8%
HCM
604
Herndon Capital Management
Georgia
$301K -$333K -4,126 -52%
FFBTD
605
First Financial Bank - Trust Division
Ohio
$300K -$21.9K -271 -7%
RC
606
RegentAtlantic Capital
New Jersey
$296K
KS
607
Karpas Strategies
Connecticut
$292K
BG
608
Bahl & Gaynor
Ohio
$292K +$81 +1 +0%
KL
609
KWMG LLC
Kansas
$291K +$303K +3,750 New
BRWA
610
B. Riley Wealth Advisors
Florida
$278K -$19.6K -242 -6%
SAM
611
Shamrock Asset Management
Texas
$277K -$5.42K -67 -2%
SNT
612
Security National Trust
West Virginia
$273K -$2.02K -25 -0.7%
FHA
613
First Horizon Advisors
Tennessee
$269K -$60.4K -747 -18%
IR
614
Invictus RG
Bermuda
$266K +$9.46K +117 +4%
DWA
615
Douglass Winthrop Advisors
New York
$264K
SAM
616
SignalPoint Asset Management
Missouri
$264K +$66.8K +826 +32%
PAM
617
Princeton Alpha Management
New Jersey
$263K -$2.41M -29,855 -90%
CCA
618
Checchi Capital Advisers
California
$263K -$1.37K -17 -0.5%
PCM
619
Parsons Capital Management
Rhode Island
$262K
MAM
620
Mizuho Asset Management
Japan
$256K -$96K -1,188 -27%
IH
621
IFC Holdings
Florida
$254K +$7.27K +90 +3%
NFG
622
Nations Financial Group
Iowa
$253K
MRCM
623
M&R Capital Management
New Jersey
$253K +$16.2K +200 +7%
VWM
624
Venturi Wealth Management
Texas
$252K -$60.8K -752 -19%
MHC
625
Meyer Handelman Company
New York
$252K

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.