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Cardinal Health
CAH

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: 13 → 21 (+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: 756 → 781 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$91M
2
Boston Partners
Boston Partners
Massachusetts
+$89.9M
3
LSV Asset Management
LSV Asset Management
Illinois
+$76.3M
4
SC
Samlyn Capital
New York
+$70.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$51.3M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$164M
2
AIM
abrdn Investment Management
United Kingdom
-$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$138M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$96.8M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$80.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCS
701
Crosspoint Capital Strategies
California
$96K -$1.48M -17,385 -94%
TDC
702
Thompson Davis & Co
Virginia
$95K +$20.8K +245 +30%
SEC
703
Seven Eight Capital
New York
$89K +$84.9K +1,000 New
Manulife (Manufacturers Life Insurance)
704
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.8K -$33.4M -393,396 -28%
GWS
705
Glassman Wealth Services
Virginia
$86K – – –
KA
706
Klingman & Associates
New York
$82K -$323K -3,800 -81%
SAMC
707
Shinko Asset Management Company
Japan
$82K -$4.42K -52 -5%
TWMP
708
Taylor Wealth Management Partners
Massachusetts
$80K – – –
WC
709
Whitnell & Co
Illinois
$80K – – –
TIM
710
Tortoise Investment Management
New York
$73K – – –
MDCM
711
Morgan Dempsey Capital Management
Wisconsin
$72K +$68.6K +808 New
RFS
712
Rockefeller Financial Services
New York
$70K +$66.4K +782 New
VCM
713
Versant Capital Management
Arizona
$67K +$64.6K +761 New
PFBT
714
Parkside Financial Bank & Trust
Missouri
$65K +$1.1K +13 +2%
AF
715
Allworth Financial
California
$62K – – –
BBHC
716
Brown Brothers Harriman & Co
New York
$58K -$3.31K -39 -6%
TCM
717
Tradewinds Capital Management
Washington
$58K +$85 +1 +0.2%
LWM
718
LBA Wealth Management
Florida
$58K +$8.49K +100 +18%
EDRE
719
Edmond de Rothschild (Europe)
Luxembourg
$54K – – –
GAM
720
Gemmer Asset Management
California
$53K – – –
KKAMG
721
Kernodle & Katon Asset Management Group
Arkansas
$48K +$45.8K +539 New
KT
722
Kanaly Trust
Texas
$47K +$44.3K +522 New
RAM
723
Riggs Asset Management
Pennsylvania
$46K – – –
TCOV
724
Trust Company of Vermont
Vermont
$44K +$1.27K +15 +3%
AFP
725
Ausdal Financial Partners
Iowa
$40K +$38.1K +449 New
27 28
29
30 31

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.