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Cardinal Health

771 hedge funds and large institutions have $21.3B invested in Cardinal Health in 2016 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 251 increasing their positions, 335 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less call options, than puts

Call options by funds: $97.7M | Put options by funds: $99.3M

5% less capital invested

Capital invested by funds: $22.4B → $21.3B (-$1.09B)

1.67% less ownership

Funds ownership: 88.11%86.44% (-1.7%)

4% less funds holding

Funds holding: 807771 (-36)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

25% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 335

38% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 74

Holders
771
Holders Change
-36
Holders Change %
-4.46%
% of All Funds
20.57%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
46
Increased
251
Reduced
335
Closed
74
Calls
$97.7M
Puts
$99.3M
Net Calls
-$1.66M
Net Calls Change
-$3.85M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
751
Joel Isaacson & Co
New York
$8K
PCP
752
Proficio Capital Partners
Massachusetts
$8K
VCM
753
Vigilant Capital Management
Maine
$8K
FPFS
754
First Personal Financial Services
North Carolina
$7K
KLWA
755
Kelly Lawrence W & Associates
California
$7K
IF
756
Ironwood Financial
Arizona
$6K
KKAMG
757
Kernodle & Katon Asset Management Group
Arkansas
$5K -$967K -11,966 -100%
NC
758
NewSquare Capital
Pennsylvania
$5K +$5.09K +63 New
ZB
759
Zions Bancorporation
Utah
$4K
SWA
760
Sutton Wealth Advisors
Florida
$3.88K
LNB
761
Ledyard National Bank
$3K -$1.37K -17 -30%
TFO
762
Tarbox Family Office
California
$3K
AC
763
Alexandria Capital
Virginia
$2K +$81 +1 +4%
DPA
764
Delphi Private Advisors
California
$1K
RI
765
Redwood Investments
Massachusetts
$1K
TWA
766
TCI Wealth Advisors
Arizona
$1K
WIC
767
Woodmont Investment Counsel
Tennessee
$1K +$1.21K +15 New
FWM
768
Focused Wealth Management
New York
$1K +$1.29K +16 New
FNB
769
Farmers National Bank
Kentucky
$382 -$808 -10 -0.2%
SIC
770
Salem Investment Counselors
North Carolina
$155 +$16.2K +200 New
SBL
771
Sargent Bickham Lagudis
Colorado
$15
GE
772
General Electric
Ohio
-$47.7M -611,614 Closed
Ninety One (UK)
773
Ninety One (UK)
United Kingdom
-$41.6M -562,817 Closed
O
774
OrbiMed
New York
-$12.9M -166,000 Closed
EAM
775
EverPoint Asset Management
Connecticut
-$12.1M -155,000 Closed

CAH Hedge Fund Activity: Q3 2016 in Review

771 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q3 2016, worth a combined $21.3B — down 4.9% from $22.4B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CAH and 46 opened new positions — a net loss of 28 holders — while 335 trimmed existing stakes and 251 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $301M. The largest seller was Macquarie Group, cutting an estimated $713M.

  • 771 institutional investors held Cardinal Health (CAH) as of Q3 2016, down from 807 in Q2 2016.
  • Funds reported $21.3B of Cardinal Health stock for Q3 2016, down 4.9% quarter-over-quarter.
  • 46 funds opened new Cardinal Health positions in Q3 2016 and 74 closed out, a net change of -28 holders.
  • The largest Cardinal Health buyer in Q3 2016 was Barrow, Hanley, Mewhinney & Strauss, an estimated $301M added.
  • The largest Cardinal Health seller in Q3 2016 was Macquarie Group, an estimated $713M sold.

Based on aggregated 13F filings for Q3 2016.