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Cardinal Health
CAH

1,037 hedge funds and large institutions have $21.9B invested in Cardinal Health in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 330 increasing their positions, 414 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 65

17% more capital invested

Capital invested by funds: $18.7B → $21.9B (+$3.18B)

9% more funds holding

Funds holding: 948 → 1,037 (+89)

1.41% more ownership

Funds ownership: 86.76% → 88.18% (+1.4%)

4% more call options, than puts

Call options by funds: $295M | Put options by funds: $283M

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

20% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 414

Holders
1,037
Holders Change
+89
Holders Change %
+9.39%
% of All Funds
15.12%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
163
Increased
330
Reduced
414
Closed
65
Calls
$295M
Puts
$283M
Net Calls
+$11.6M
Net Calls Change
-$73.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$454M
2
Man Group
Man Group
United Kingdom
+$125M
3
Citadel Advisors
Citadel Advisors
Florida
+$107M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$81.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$66.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$193M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$109M
3
ZIG
Zurich Insurance Group
Switzerland
-$83.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$81.9M
5
Marshall Wace
Marshall Wace
United Kingdom
-$65.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1001
PrairieView Partners
Minnesota
$4K – – –
AW
1002
Avion Wealth
Texas
$4K +$992 +10 +32%
ITIM
1003
Indiana Trust & Investment Management
Indiana
$3.93K +$3.87K +39 New
PA
1004
Pineridge Advisors
Missouri
$3.86K +$3.77K +38 New
DPW
1005
DiNuzzo Private Wealth
Pennsylvania
$3.23K +$3.17K +32 New
LTI
1006
Laffer Tengler Investments
Tennessee
$3.23K +$3.17K +32 New
VAMG
1007
Voisard Asset Management Group
Michigan
$3.03K +$2.98K +30 New
CSC
1008
Caldwell Sutter Capital
California
$3.02K – – –
FWM
1009
FSA Wealth Management
Massachusetts
$3K +$2.98K +30 New
S
1010
Sachetta
Massachusetts
$2.92K +$2.88K +29 New
PCFFS
1011
Pacific Center for Financial Services
California
$2.62K – – –
TH
1012
TCTC Holdings
Texas
$2.62K – – –
First Manhattan
1013
First Manhattan
New York
$2.42K +$2.28K +23 New
MSFP
1014
Mark Sheptoff Financial Planning
Connecticut
$2.32K – – –
MFT
1015
Moisand Fitzgerald Tamayo
Florida
$2.12K -$1.59K -16 -43%
MTIC
1016
Missouri Trust & Investment Company
Missouri
$2.12K +$2.08K +21 New
CAM
1017
ClariVest Asset Management
California
$2.02K – – –
TCA
1018
Trifecta Capital Advisors
Illinois
$2.02K – – –
RS
1019
Rakuten Securities
Japan
$2.02K +$1.98K +20 New
FGAM
1020
Financial Gravity Asset Management
Texas
$1.99K +$992 +10 +100%
JGIA
1021
Jackson Grant Investment Advisers
Connecticut
$1.61K – – –
M
1022
MOTCO
Texas
$1.61K – – –
PCMC
1023
Planning Capital Management Corporation
Pennsylvania
$1.61K +$1.59K +16 New
TWP
1024
TFO Wealth Partners
Ohio
$1.11K – – –
TFM
1025
TFC Financial Management
Massachusetts
$1.11K +$298 +3 +38%
39 40
41
42 43

CAH Hedge Fund Activity: Q4 2023 in Review

1,037 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q4 2023, worth a combined $21.9B — up 17% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new CAH positions and 65 closed out — a net gain of 98 holders — while 330 added to existing stakes and 414 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $454M. The largest seller was BlackRock, cutting an estimated $193M.

  • 1,037 institutional investors held Cardinal Health (CAH) as of Q4 2023, up from 948 in Q3 2023.
  • Funds reported $21.9B of Cardinal Health stock for Q4 2023, up 17% quarter-over-quarter.
  • 163 funds opened new Cardinal Health positions in Q4 2023 and 65 closed out, a net change of +98 holders.
  • The largest Cardinal Health buyer in Q4 2023 was Morgan Stanley, an estimated $454M added.
  • The largest Cardinal Health seller in Q4 2023 was BlackRock, an estimated $193M sold.

Based on aggregated 13F filings for Q4 2023.