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Cardinal Health
CAH

781 hedge funds and large institutions have $27.1B invested in Cardinal Health in 2015 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 305 increasing their positions, 265 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more funds holding in top 10

Funds holding in top 10: 13 → 21 (+8)

47% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 66

29% more call options, than puts

Call options by funds: $69.2M | Put options by funds: $53.8M

15% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 265

15% more capital invested

Capital invested by funds: $23.6B → $27.1B (+$3.5B)

3% more funds holding

Funds holding: 756 → 781 (+25)

1.27% less ownership

Funds ownership: 87.14% → 85.87% (-1.3%)

Holders
781
Holders Change
+25
Holders Change %
+3.31%
% of All Funds
20.49%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.55%
New
97
Increased
305
Reduced
265
Closed
66
Calls
$69.2M
Puts
$53.8M
Net Calls
+$15.4M
Net Calls Change
+$55.7M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$91M
2
Boston Partners
Boston Partners
Massachusetts
+$89.9M
3
LSV Asset Management
LSV Asset Management
Illinois
+$76.3M
4
SC
Samlyn Capital
New York
+$70.7M
5
JP Morgan Chase
JP Morgan Chase
New York
+$51.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$164M
2
AIM
abrdn Investment Management
United Kingdom
-$147M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$138M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$96.8M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$80.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.87B -$164M -1,934,831 -6%
LTI
2
Laffer Tengler Investments
Tennessee
$2.04B – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.88B +$40.3M +474,654 +2%
State Street
4
State Street
Massachusetts
$1.39B +$17.9M +210,273 +1%
BIT
5
BlackRock Institutional Trust
California
$916M +$16.8M +198,204 +2%
Macquarie Group
6
Macquarie Group
Australia
$646M -$3.5M -41,247 -0.6%
Boston Partners
7
Boston Partners
Massachusetts
$621M +$89.9M +1,058,310 +18%
Bank of America
8
Bank of America
North Carolina
$543M +$22.6M +266,538 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$542M -$96.8M -1,139,589 -16%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$522M -$18M -211,656 -3%
Ameriprise
11
Ameriprise
Minnesota
$518M -$7.09M -83,535 -1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$494M -$138M -1,620,669 -23%
Northern Trust
13
Northern Trust
Illinois
$459M -$16.5M -193,948 -4%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$459M -$8.14M -95,909 -2%
BFA
15
BlackRock Fund Advisors
California
$388M +$20.6M +242,055 +6%
BG
16
BlackRock Group
United Kingdom
$335M -$18.1M -213,067 -5%
Invesco
17
Invesco
Georgia
$288M +$33.2M +391,061 +14%
Norges Bank
18
Norges Bank
Norway
$282M +$4.47M +52,662 +2%
Goldman Sachs
19
Goldman Sachs
New York
$274M +$91M +1,071,305 +54%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$243M +$2.24M +26,409 +1%
AL
21
AJO LP
Pennsylvania
$228M -$44.4M -522,476 -17%
JHIU
22
Janus Henderson Investors US
Colorado
$225M -$4.59M -54,100 -2%
AAMU
23
Amundi Asset Management US
Massachusetts
$222M +$13M +153,113 +7%
Capital International Investors
24
Capital International Investors
California
$208M -$44.2M -520,000 -18%
Principal Financial Group
25
Principal Financial Group
Iowa
$205M +$1.57M +18,441 +0.8%
1
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CAH Hedge Fund Activity: Q4 2015 in Review

781 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q4 2015, worth a combined $27.1B — up 15% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CAH positions and 66 closed out — a net gain of 31 holders — while 305 added to existing stakes and 265 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $91M. The largest seller was Wellington Management Group, cutting an estimated $164M.

  • 781 institutional investors held Cardinal Health (CAH) as of Q4 2015, up from 756 in Q3 2015.
  • Funds reported $27.1B of Cardinal Health stock for Q4 2015, up 15% quarter-over-quarter.
  • 97 funds opened new Cardinal Health positions in Q4 2015 and 66 closed out, a net change of +31 holders.
  • The largest Cardinal Health buyer in Q4 2015 was Goldman Sachs, an estimated $91M added.
  • The largest Cardinal Health seller in Q4 2015 was Wellington Management Group, an estimated $164M sold.

Based on aggregated 13F filings for Q4 2015.