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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
VNA
751
Valley National Advisers
Pennsylvania
$17K +$5.09K +60 +48%
MCM
752
MV Capital Management
Maryland
$16K
KC
753
Kingfisher Capital
North Carolina
$15K +$14.6K +172 New
M
754
MOTCO
Texas
$13K
PFS
755
Physicians Financial Services
North Carolina
$13K +$12.7K +150 New
CGH
756
Cleary Gull Holdings
Wisconsin
$12K
ATC
757
Adirondack Trust Company
New York
$11K
FCT
758
Family Capital Trust
Massachusetts
$11K
MBT
759
Monroe Bank & Trust
Michigan
$11K +$10.9K +128 New
CG
760
Cutler Group
California
$11K +$11.2K +132 New
JIC
761
Joel Isaacson & Co
New York
$10K -$9.17K -108 -50%
IP
762
Isthmus Partners
Wisconsin
$10K
ZB
763
Zions Bancorporation
Utah
$10K +$6.03K +71 +108%
AWMS
764
Advocacy Wealth Management Services
Georgia
$9K +$8.49K +100 New
AWM
765
Avior Wealth Management
Nebraska
$9K +$8.92K +105 New
KLWA
766
Kelly Lawrence W & Associates
California
$8K
TSU
767
TD Securities (USA)
New York
$7K -$9.6K -113 -60%
BL
768
Balentine LLC
Georgia
$7K +$849 +10 +14%
MWM
769
MinichMacGregor Wealth Management
New York
$7K +$7.64K +90 New
GXMC
770
Global X Management Company
New York
$6K
JWA
771
JFS Wealth Advisors
Pennsylvania
$6K +$5.43K +64 New
LNB
772
Ledyard National Bank
$5K -$6.88K -81 -59%
CFA
773
Carroll Financial Associates
North Carolina
$5K
CAW
774
Cornerstone Advisors (Washington)
Washington
$5K
PCP
775
Proficio Capital Partners
Massachusetts
$5K +$4.67K +55 New

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.