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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
WEC
676
Winslow Evans & Crocker
Massachusetts
$189K +$2.55K +30 +1%
KM
677
Kalos Management
Georgia
$187K
FCE
678
Fiera Capital (Europe)
Cayman Islands
$183K
LOAMS
679
Lombard Odier Asset Management (Switzerland)
Switzerland
$173K +$163K +1,920 New
EWM
680
Evercore Wealth Management
New York
$172K
1832 Asset Management
681
1832 Asset Management
Ontario, Canada
$169K -$99.8K -1,175 -38%
FA
682
Friess Associates
Delaware
$164K
CHC
683
City Holding Co
West Virginia
$163K
QCG
684
Quadrant Capital Group
Ohio
$162K -$934 -11 -0.6%
HCC
685
Hirtle Callaghan & Co
Pennsylvania
$160K
NFG
686
Next Financial Group
Texas
$154K
IWMPD
687
Integrated Wealth Management (Palm Desert)
California
$153K -$2.8K -33 -2%
NYLT
688
New York Life Trust
New York
$144K +$137K +1,614 New
GLI
689
Guardian Life Insurance
New York
$139K -$30.1K -354 -18%
S
690
SignatureFD
Georgia
$132K +$11K +130 +10%
MFW
691
Mosaic Family Wealth
Missouri
$126K +$120K +1,419 New
PMFA
692
Plante Moran Financial Advisors
Michigan
$115K
AssetMark Inc
693
AssetMark Inc
California
$113K +$103K +1,217 +2,254%
MA
694
MUFG Americas
New York
$110K
HA
695
Harfst & Associates
Wyoming
$110K +$17.8K +210 +20%
BC
696
Bartlett & Co
Ohio
$108K
VFA
697
Virtus Fund Advisers
Connecticut
$103K
SFPIA
698
Stevens First Principles Investment Advisors
California
$101K
MCM
699
Manchester Capital Management
Vermont
$99K
Loomis, Sayles & Company
700
Loomis, Sayles & Company
Massachusetts
$97K -$16.4K -193 -15%

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.