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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
LWM
726
Liberty Wealth Management
California
$7K +$3.63K +70 +108%
MA
727
MCF Advisors
Kentucky
$6K -$6.54K -126 -54%
GI
728
Gradient Investments
Minnesota
$6K
AssetMark Inc
729
AssetMark Inc
California
$6K +$3.17K +61 +130%
ZB
730
Zions Bancorporation
Utah
$5K -$415 -8 -8%
AF
731
Allworth Financial
California
$5K
APWA
732
Atlas Private Wealth Advisors
New Jersey
$5K
KLWA
733
Kelly Lawrence W & Associates
California
$5K
PFGIA
734
Patriot Financial Group Insurance Agency
Massachusetts
$5K
VNA
735
Valley National Advisers
Pennsylvania
$5K
NSB
736
Norway Savings Bank
Maine
$5K +$2.59K +50 +100%
SIAG
737
Safeguard Investment Advisory Group
California
$5K +$4.98K +96 New
OIM
738
Oder Investment Management
California
$5K +$5.24K +101 New
SWA
739
Sutton Wealth Advisors
Florida
$4.45K +$726 +14 +20%
EW
740
Evoke Wealth
California
$4K
EWA
741
Evolution Wealth Advisors
Florida
$4K
FMII
742
Farmers & Merchants Investments Inc
Nebraska
$4K
IF
743
Ironwood Financial
Arizona
$4K
LWANC
744
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
LWA
745
Lowe Wealth Advisors
Maryland
$4K
KFI
746
Key Financial Inc
Pennsylvania
$4K +$3.68K +71 New
SN
747
Sittner & Nelson
Oregon
$4K +$4.31K +83 New
CWP
748
Concord Wealth Partners
Virginia
$4K +$4.36K +84 New
PCG
749
Private Capital Group
Connecticut
$3K
TFO
750
Tarbox Family Office
California
$3K

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.