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Cardinal Health
CAH

1,058 hedge funds and large institutions have $24.3B invested in Cardinal Health in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 378 increasing their positions, 405 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $287M | Put options by funds: $165M

40% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $21.9B → $24.3B (+$2.38B)

2% more funds holding

Funds holding: 1,038 → 1,058 (+20)

1.22% more ownership

Funds ownership: 88.18% → 89.4% (+1.2%)

7% less repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 405

25% less funds holding in top 10

Funds holding in top 10: 16 → 12 (-4)

Holders
1,058
Holders Change
+20
Holders Change %
+1.93%
% of All Funds
15.24%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
112
Increased
378
Reduced
405
Closed
80
Calls
$287M
Puts
$165M
Net Calls
+$122M
Net Calls Change
+$110M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$134M
2
JP Morgan Chase
JP Morgan Chase
New York
+$122M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$120M
4
Holocene Advisors
Holocene Advisors
New York
+$79.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$77.6M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$499M
2
Citadel Advisors
Citadel Advisors
Florida
-$89.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$69.7M
4
Invesco
Invesco
Georgia
-$60.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$60.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1001
Lowe Wealth Advisors
Maryland
$7.83K – – –
FGAM
1002
Financial Gravity Asset Management
Texas
$7.61K +$5.18K +48 +240%
MAM
1003
Meeder Asset Management
Ohio
$7.05K +$6.8K +63 New
TSWM
1004
Tyler-Stone Wealth Management
Ohio
$6.94K – – –
AFWM
1005
Abich Financial Wealth Management
Virginia
$6.38K +$1.29K +12 +27%
AW
1006
Avion Wealth
Texas
$6K +$971 +9 +22%
AGWCA
1007
Annis Gardner Whiting Capital Advisors
Florida
$5.96K – – –
MA
1008
MCF Advisors
Kentucky
$5.93K – – –
TVWM
1009
Tower View Wealth Management
Wisconsin
$5.59K -$1.83K -17 -25%
HPC
1010
HM Payson & Co
Maine
$5.59K – – –
IBOK
1011
Independence Bank of Kentucky
Kentucky
$5.59K – – –
BWL
1012
Bogart Wealth LLC
Virginia
$5.14K – – –
FRA
1013
Front Row Advisors
California
$5.11K – – –
PP
1014
PrairieView Partners
Minnesota
$5K – – –
AWM
1015
Abound Wealth Management
Tennessee
$4.94K -$539 -5 -10%
SIS
1016
Sound Income Strategies
Florida
$4.81K -$1.73K -16 -27%
SIC
1017
SJS Investment Consulting
Ohio
$4.7K -$108 -1 -2%
CAM
1018
ClariVest Asset Management
California
$4.48K +$2.16K +20 +100%
ITIM
1019
Indiana Trust & Investment Management
Indiana
$4.36K – – –
FFO
1020
Fortitude Family Office
Arizona
$4.25K +$4.1K +38 New
RWML
1021
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.81K – – –
DPW
1022
DiNuzzo Private Wealth
Pennsylvania
$3.58K – – –
VAMG
1023
Voisard Asset Management Group
Michigan
$3.38K – – –
CSC
1024
Caldwell Sutter Capital
California
$3.36K – – –
FWM
1025
FSA Wealth Management
Massachusetts
$3.36K – – –
39 40
41
42 43

CAH Hedge Fund Activity: Q1 2024 in Review

1,058 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q1 2024, worth a combined $24.3B — up 11% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CAH positions and 80 closed out — a net gain of 32 holders — while 378 added to existing stakes and 405 trimmed.

The largest buyer was BlackRock, adding an estimated $134M. The largest seller was Morgan Stanley, cutting an estimated $499M.

  • 1,058 institutional investors held Cardinal Health (CAH) as of Q1 2024, up from 1,038 in Q4 2023.
  • Funds reported $24.3B of Cardinal Health stock for Q1 2024, up 11% quarter-over-quarter.
  • 112 funds opened new Cardinal Health positions in Q1 2024 and 80 closed out, a net change of +32 holders.
  • The largest Cardinal Health buyer in Q1 2024 was BlackRock, an estimated $134M added.
  • The largest Cardinal Health seller in Q1 2024 was Morgan Stanley, an estimated $499M sold.

Based on aggregated 13F filings for Q1 2024.