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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
DC
826
Davenport & Co
Virginia
– -$840K -10,245 Closed
ZIM
827
Zacks Investment Management
Illinois
– -$793K -9,673 Closed
EMG
828
Ellington Management Group
Connecticut
– -$697K -8,500 Closed
TG
829
TLP Group
Illinois
– -$623K -7,600 Closed
CBN
830
Cadence Bank NA
Texas
– -$536K -6,536 Closed
MFS
831
Monetta Financial Services
Illinois
– -$533K -6,500 Closed
HP
832
Hikari Power
Japan
– -$436K -5,320 Closed
ECM
833
Endurant Capital Management
California
– -$426K -5,200 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
834
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$393K -4,800 Closed
EP
835
Edgestream Partners
New Jersey
– -$328K -4,002 Closed
JFG
836
Jefferies Financial Group
New York
– -$303K -3,700 Closed
SMG
837
Spectrum Management Group
Indiana
– -$298K -3,635 Closed
VF
838
Virtu Financial
New York
– -$296K -3,609 Closed
FMWA
839
Forvis Mazars Wealth Advisors
Missouri
– -$295K -3,600 Closed
BW
840
Bison Wealth
Georgia
– -$279K -3,407 Closed
SLT
841
St Louis Trust
Missouri
– -$269K -3,278 Closed
GC
842
Gratry & Company
Ohio
– -$258K -3,150 Closed
BUB
843
BBVA USA Bancshares
Texas
– -$255K -3,108 Closed
NPF
844
Norris Perne & French
Michigan
– -$217K -2,649 Closed
P
845
Pitcairn
Pennsylvania
– -$208K -2,543 Closed
ICOA
846
Investment Centers of America
North Dakota
– -$209K -2,529 Closed
FFWA
847
FRG Family Wealth Advisors
Washington
– -$205K -2,504 Closed
AAP
848
Ardsley Advisory Partners
Connecticut
– -$205K -2,500 Closed
MWM
849
Mission Wealth Management
California
– -$200K -2,446 Closed
JWM
850
Jacobus Wealth Management
Wisconsin
– -$182K -2,225 Closed
31 32 33
34
35

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.