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Cardinal Health

779 hedge funds and large institutions have $13.1B invested in Cardinal Health in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 265 increasing their positions, 273 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

13% more capital invested

Capital invested by funds: $11.6B → $13.1B (+$1.49B)

5% more funds holding

Funds holding: 740779 (+39)

0.54% less ownership

Funds ownership: 84.81%84.26% (-0.54%)

3% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 273

31% less call options, than puts

Call options by funds: $95.9M | Put options by funds: $139M

Holders
779
Holders Change
+39
Holders Change %
+5.27%
% of All Funds
13.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
118
Increased
265
Reduced
273
Closed
69
Calls
$95.9M
Puts
$139M
Net Calls
-$43.4M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
676
Capital Advisors Ltd
Ohio
$24K
TPWA
677
TRUE Private Wealth Advisors
Oregon
$24K
CWC
678
Carolinas Wealth Consulting
North Carolina
$24K +$415 +8 +2%
RG
679
Retirement Group
California
$24K +$23.5K +453 New
AWM
680
Avior Wealth Management
Nebraska
$23K -$5.76K -111 -20%
TCM
681
Tradewinds Capital Management
Washington
$23K +$104 +2 +0.5%
ST
682
Smithfield Trust
Pennsylvania
$23K +$2.59K +50 +13%
WT
683
Washington Trust
Rhode Island
$23K +$4.36K +84 +24%
BWM
684
BerganKDV Wealth Management
Minnesota
$23K +$10.4K +201 +87%
AF
685
Arrow Financial
New York
$22K
WTC
686
WhitTier Trust Company
Nevada
$22K
GRP
687
Global Retirement Partners
California
$22K +$52 +1 +0.2%
NFSG
688
Newbridge Financial Services Group
Florida
$21K
EI
689
Ellevest Inc
New York
$21K +$5.92K +114 +42%
AWM
690
Accel Wealth Management
Iowa
$20K +$19.3K +371 New
OC
691
Oakworth Capital
Alabama
$19K
CI
692
CX Institutional
Indiana
$19K +$11.9K +230 +187%
LC
693
Lindbrook Capital
California
$18K
SWM
694
Sugarloaf Wealth Management
Georgia
$18K
EIP
695
Ellis Investment Partners
Pennsylvania
$18K +$156 +3 +0.9%
DAM
696
Delta Asset Management
Tennessee
$17K
BAM
697
Bellevue Asset Management
Washington
$15K
VFA
698
Valeo Financial Advisors
Indiana
$15K
PFO
699
Pathstone Family Office
New Jersey
$14K +$13.6K +262 New
CFD
700
Creative Financial Designs
Indiana
$13K

CAH Hedge Fund Activity: Q4 2020 in Review

779 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q4 2020, worth a combined $13.1B — up 13% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new CAH positions and 69 closed out — a net gain of 49 holders — while 265 added to existing stakes and 273 trimmed.

The largest buyer was State Street, adding an estimated $44.9M. The largest seller was State of Tennessee, Department of Treasury, cutting an estimated $52.7M.

  • 779 institutional investors held Cardinal Health (CAH) as of Q4 2020, up from 740 in Q3 2020.
  • Funds reported $13.1B of Cardinal Health stock for Q4 2020, up 13% quarter-over-quarter.
  • 118 funds opened new Cardinal Health positions in Q4 2020 and 69 closed out, a net change of +49 holders.
  • The largest Cardinal Health buyer in Q4 2020 was State Street, an estimated $44.9M added.
  • The largest Cardinal Health seller in Q4 2020 was State of Tennessee, Department of Treasury, an estimated $52.7M sold.

Based on aggregated 13F filings for Q4 2020.