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Cardinal Health
CAH

908 hedge funds and large institutions have $16.8B invested in Cardinal Health in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 310 increasing their positions, 353 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $294M | Put options by funds: $114M

0.05% more ownership

Funds ownership: 85.85% → 85.9% (+0.05%)

2% less capital invested

Capital invested by funds: $17.1B → $16.8B (-$316M)

2% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 92

2% less funds holding

Funds holding: 931 → 908 (-23)

12% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 353

47% less funds holding in top 10

Funds holding in top 10: 19 → 10 (-9)

Holders
908
Holders Change
-23
Holders Change %
-2.47%
% of All Funds
14.47%
Holding in Top 10
10
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-47.37%
% of All Funds
0.16%
New
90
Increased
310
Reduced
353
Closed
92
Calls
$294M
Puts
$114M
Net Calls
+$180M
Net Calls Change
+$134M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$191M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$107M
3
N
Nuveen
North Carolina
+$98.1M
4
Nomura Holdings
Nomura Holdings
Japan
+$88.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$66.3M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$145M
2
Amundi
Amundi
France
-$138M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$137M
4
Two Sigma Investments
Two Sigma Investments
New York
-$114M
5
Man Group
Man Group
United Kingdom
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
876
Core Alternative Capital
Georgia
$2.19K +$2.19K +29 New
TWA
877
TCI Wealth Advisors
Arizona
$2.11K +$151 +2 +8%
PP
878
PrairieView Partners
Minnesota
$2K – – –
BIA
879
Bell Investment Advisors
California
$1.96K – – –
PCFFS
880
Pacific Center for Financial Services
California
$1.96K +$1.96K +26 New
PCM
881
Pointe Capital Management
Michigan
$1.96K +$1.96K +26 New
SSC
882
Syverson Strege & Co
Iowa
$1.96K +$1.96K +26 New
JFGIW
883
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.9K +$1.89K +25 New
CBT
884
Central Bank & Trust
Kentucky
$1.89K +$1.89K +25 New
MSFP
885
Mark Sheptoff Financial Planning
Connecticut
$1.74K – – –
UFF
886
USA Financial Formulas
Michigan
$1.66K +$1.66K +22 New
CSPIA
887
Cary Street Partners Investment Advisory
Virginia
$1.59K – – –
TCA
888
Trifecta Capital Advisors
Illinois
$1.51K – – –
JGIA
889
Jackson Grant Investment Advisers
Connecticut
$1.21K +$1.21K +16 New
M
890
MOTCO
Texas
$1.13K – – –
PA
891
PSI Advisors
Florida
$1.13K – – –
ECM
892
Everence Capital Management
Indiana
$1.07K -$514K -6,810 -32%
LF
893
Lee Financial
Texas
$1.06K -$981 -13 -48%
TFA
894
Transamerica Financial Advisors
Florida
$1K -$679 -9 -50%
PCM
895
Penserra Capital Management
California
$1K – – –
TWP
896
TFO Wealth Partners
Ohio
$831 +$754 +10 +1,000%
FGAM
897
Financial Gravity Asset Management
Texas
$780 -$75 -1 -1%
CWC
898
Carolinas Wealth Consulting
North Carolina
$760 – – –
Barrow, Hanley, Mewhinney & Strauss
899
Barrow, Hanley, Mewhinney & Strauss
Texas
$755 – – –
TWD
900
True Wealth Design
Ohio
$680 – – –
34 35
36
37 38

CAH Hedge Fund Activity: Q1 2023 in Review

908 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q1 2023, worth a combined $16.8B — down 1.9% from $17.1B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of CAH and 90 opened new positions — a net loss of 2 holders — while 353 trimmed existing stakes and 310 added.

The largest buyer was Citadel Advisors, adding an estimated $191M. The largest seller was State Street, cutting an estimated $145M.

  • 908 institutional investors held Cardinal Health (CAH) as of Q1 2023, down from 931 in Q4 2022.
  • Funds reported $16.8B of Cardinal Health stock for Q1 2023, down 1.9% quarter-over-quarter.
  • 90 funds opened new Cardinal Health positions in Q1 2023 and 92 closed out, a net change of -2 holders.
  • The largest Cardinal Health buyer in Q1 2023 was Citadel Advisors, an estimated $191M added.
  • The largest Cardinal Health seller in Q1 2023 was State Street, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2023.