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Cardinal Health

686 hedge funds and large institutions have $12.5B invested in Cardinal Health in 2019 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 276 increasing their positions, 224 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 224

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 75

0.08% more ownership

Funds ownership: 89.57%89.65% (+0.08%)

2% less capital invested

Capital invested by funds: $12.8B → $12.5B (-$283M)

1% less funds holding

Funds holding: 693686 (-7)

27% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $114M

Holders
686
Holders Change
-7
Holders Change %
-1.01%
% of All Funds
14.9%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
79
Increased
276
Reduced
224
Closed
75
Calls
$83.3M
Puts
$114M
Net Calls
-$30.5M
Net Calls Change
-$42.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
726
Stelac Advisory Services
New York
-$135K -3,037 Closed
WAM
727
Wealthspire Advisors (Maryland)
Maryland
-$145K -3,016 Closed
AW
728
Alpha Windward
Massachusetts
-$128K -2,655 Closed
WCM
729
WealthBridge Capital Management
Ohio
-$111K -2,219 Closed
MC
730
Machina Capital
France
-$97K -2,019 Closed
ARMT
731
Amica Retiree Medical Trust
Rhode Island
-$83K -1,725 Closed
FANJ
732
Financial Architects (New Jersey)
New Jersey
-$64K -1,323 Closed
CAM
733
Cresset Asset Management
Illinois
-$62K -1,276 Closed
PAM
734
Paradigm Asset Management
New York
-$60.2K -1,250 Closed
HSA
735
Hussman Strategic Advisors
Maryland
-$53K -1,100 Closed
ARMC
736
American Research & Management Company
Massachusetts
-$48K -1,000 Closed
WB
737
Webster Bank
Connecticut
-$44K -924 Closed
FNB
738
Farmers National Bank
Kentucky
-$43K -900 Closed
CC
739
Centiva Capital
New York
-$39K -800 Closed
LFA
740
Legacy Financial Advisors
Kentucky
-$30K -630 Closed
AIC
741
Ameritas Investment Company
Nebraska
-$28K -589 Closed
BBNA
742
Bremer Bank National Association
Minnesota
-$27K -574 Closed
MFW
743
Mosaic Family Wealth
Missouri
-$27K -570 Closed
WA
744
WP Advisors
California
-$263 -546 Closed
WAS
745
WESPAC Advisors SoCal
California
-$19K -412 Closed
HIM
746
Hillsdale Investment Management
Ontario, Canada
-$19K -400 Closed
SMG
747
Spectrum Management Group
Indiana
-$15K -312 Closed
PFPT
748
Pinnacle Financial Partners (Tennessee)
Tennessee
-$13K -271 Closed
AWM
749
Aevitas Wealth Management
Massachusetts
-$11K -238 Closed
Loomis, Sayles & Company
750
Loomis, Sayles & Company
Massachusetts
-$11K -230 Closed

CAH Hedge Fund Activity: Q2 2019 in Review

686 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q2 2019, worth a combined $12.5B — down 2.2% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new CAH positions and 75 closed out — a net gain of 4 holders — while 276 added to existing stakes and 224 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $105M. The largest seller was Wellington Management Group, cutting an estimated $190M.

  • 686 institutional investors held Cardinal Health (CAH) as of Q2 2019, down from 693 in Q1 2019.
  • Funds reported $12.5B of Cardinal Health stock for Q2 2019, down 2.2% quarter-over-quarter.
  • 79 funds opened new Cardinal Health positions in Q2 2019 and 75 closed out, a net change of +4 holders.
  • The largest Cardinal Health buyer in Q2 2019 was Swedbank, an estimated $105M added.
  • The largest Cardinal Health seller in Q2 2019 was Wellington Management Group, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2019.