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Cardinal Health
CAH

807 hedge funds and large institutions have $22.4B invested in Cardinal Health in 2016 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 313 increasing their positions, 303 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 58

2% more funds holding

Funds holding: 792 → 807 (+15)

1.7% more ownership

Funds ownership: 86.41% → 88.11% (+1.7%)

4% more call options, than puts

Call options by funds: $60.4M | Put options by funds: $58.2M

3% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 303

1% less capital invested

Capital invested by funds: $22.5B → $22.4B (-$128M)

7% less funds holding in top 10

Funds holding in top 10: 14 → 13 (-1)

Holders
807
Holders Change
+15
Holders Change %
+1.89%
% of All Funds
21.53%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.35%
New
83
Increased
313
Reduced
303
Closed
58
Calls
$60.4M
Puts
$58.2M
Net Calls
+$2.19M
Net Calls Change
+$12.2M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$796M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$533M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
+$180M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$170M
5
LSV Asset Management
LSV Asset Management
Illinois
+$118M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$523M
2
Ameriprise
Ameriprise
Minnesota
-$272M
3
Boston Partners
Boston Partners
Massachusetts
-$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$187M
5
AL
AJO LP
Pennsylvania
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
776
Adirondack Trust Company
New York
$11K – – –
CAW
777
Cornerstone Advisors (Washington)
Washington
$11K +$797 +10 +8%
WOC
778
West Oak Capital
California
$10.5K +$10.8K +135 New
VNA
779
Valley National Advisers
Pennsylvania
$10K – – –
IP
780
Isthmus Partners
Wisconsin
$9K – – –
AWMS
781
Advocacy Wealth Management Services
Georgia
$8K – – –
JIC
782
Joel Isaacson & Co
New York
$8K – – –
PCP
783
Proficio Capital Partners
Massachusetts
$8K +$5.98K +75 +341%
VCM
784
Vigilant Capital Management
Maine
$8K +$7.89K +99 New
HIIFS
785
Harel Insurance Investments & Financial Services
Israel
$8K +$7.97K +100 New
HFM
786
Hartford Financial Management
Connecticut
$7K – – –
KLWA
787
Kelly Lawrence W & Associates
California
$7K – – –
FPFS
788
First Personal Financial Services
North Carolina
$7K +$6.78K +85 New
BIG
789
Bellwether Investment Group
Tennessee
$7K +$7.25K +91 New
HR
790
Howe & Rusling
New York
$6K -$28.4K -356 -81%
BL
791
Balentine LLC
Georgia
$6K – – –
IF
792
Ironwood Financial
Arizona
$6K – – –
FAM
793
Fred Alger Management
New York
$5K -$11.7K -147 -70%
ZB
794
Zions Bancorporation
Utah
$5K – – –
LNB
795
Ledyard National Bank
$4K – – –
SWA
796
Sutton Wealth Advisors
Florida
$3.9K -$12.5K -157 -76%
MDCM
797
Morgan Dempsey Capital Management
Wisconsin
$3K -$58.6K -735 -96%
TFO
798
Tarbox Family Office
California
$3K – – –
QAM
799
QCI Asset Management
New York
$2K +$1.75K +22 New
AC
800
Alexandria Capital
Virginia
$2K +$2.15K +27 New
30 31
32
33 34

CAH Hedge Fund Activity: Q2 2016 in Review

807 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q2 2016, worth a combined $22.4B — down 0.57% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new CAH positions and 58 closed out — a net gain of 25 holders — while 313 added to existing stakes and 303 trimmed.

The largest buyer was Macquarie Group, adding an estimated $796M. The largest seller was Royal London Asset Management, cutting an estimated $523M.

  • 807 institutional investors held Cardinal Health (CAH) as of Q2 2016, up from 792 in Q1 2016.
  • Funds reported $22.4B of Cardinal Health stock for Q2 2016, down 0.57% quarter-over-quarter.
  • 83 funds opened new Cardinal Health positions in Q2 2016 and 58 closed out, a net change of +25 holders.
  • The largest Cardinal Health buyer in Q2 2016 was Macquarie Group, an estimated $796M added.
  • The largest Cardinal Health seller in Q2 2016 was Royal London Asset Management, an estimated $523M sold.

Based on aggregated 13F filings for Q2 2016.