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Cardinal Health

781 hedge funds and large institutions have $27.1B invested in Cardinal Health in 2015 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 305 increasing their positions, 265 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

29% more call options, than puts

Call options by funds: $69.2M | Put options by funds: $53.8M

15% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 265

15% more capital invested

Capital invested by funds: $23.6B → $27.1B (+$3.5B)

3% more funds holding

Funds holding: 756781 (+25)

1.27% less ownership

Funds ownership: 87.14%85.87% (-1.3%)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
20.49%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.55%
New
97
Increased
305
Reduced
265
Closed
66
Calls
$69.2M
Puts
$53.8M
Net Calls
+$15.4M
Net Calls Change
+$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WIS
626
Wright Investors Service
Connecticut
$289K +$85 +1 +0%
VFA
627
Voya Financial Advisors
Connecticut
$286K +$268K +3,156 New
FMWA
628
Forvis Mazars Wealth Advisors
Missouri
$286K +$272K +3,208 New
SBH
629
Segall Bryant & Hamill
Illinois
$282K -$17K -200 -6%
GC
630
Gratry & Company
Ohio
$282K +$268K +3,155 New
ARMT
631
Amica Retiree Medical Trust
Rhode Island
$277K
CCM
632
Cohen Capital Management
California
$277K
Connor, Clark & Lunn Investment Management (CC&L)
633
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$277K +$263K +3,100 New
MCM
634
Murphy Capital Management
New Jersey
$276K
IA
635
IFP Advisors
Florida
$275K +$262K +3,084 New
CAM
636
Cubic Asset Management
Massachusetts
$268K
HAG
637
HighPoint Advisor Group
Illinois
$265K +$276K +3,248 New
JWM
638
Jacobus Wealth Management
Wisconsin
$264K +$39.5K +465 +19%
FNBT
639
FineMark National Bank & Trust
Florida
$263K +$4.33K +51 +2%
NPF
640
Norris Perne & French
Michigan
$261K
CC
641
Cognios Capital
Kansas
$261K +$249K +2,930 New
ACM
642
Argyle Capital Management
Pennsylvania
$260K
AT
643
Argent Trust
Texas
$259K +$246K +2,899 New
IFS
644
Ifrah Financial Services
Arkansas
$255K -$1.95K -23 -0.8%
First Manhattan
645
First Manhattan
New York
$254K
HAIM
646
Hunter Associates Investment Management
Pennsylvania
$254K
OIA
647
Optimum Investment Advisors
Illinois
$253K
AF
648
Arrow Financial
New York
$251K -$5.69K -67 -2%
CFA
649
Cahill Financial Advisors
Minnesota
$251K +$239K +2,809 New
KCPG
650
Kavar Capital Partners Group
Kansas
$246K

CAH Hedge Fund Activity: Q4 2015 in Review

781 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q4 2015, worth a combined $27.1B — up 15% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CAH positions and 66 closed out — a net gain of 31 holders — while 305 added to existing stakes and 265 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $91M. The largest seller was Wellington Management Group, cutting an estimated $164M.

  • 781 institutional investors held Cardinal Health (CAH) as of Q4 2015, up from 756 in Q3 2015.
  • Funds reported $27.1B of Cardinal Health stock for Q4 2015, up 15% quarter-over-quarter.
  • 97 funds opened new Cardinal Health positions in Q4 2015 and 66 closed out, a net change of +31 holders.
  • The largest Cardinal Health buyer in Q4 2015 was Goldman Sachs, an estimated $91M added.
  • The largest Cardinal Health seller in Q4 2015 was Wellington Management Group, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2015.