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Cardinal Health

722 hedge funds and large institutions have $17.4B invested in Cardinal Health in 2017 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 221 increasing their positions, 288 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 103

1% more funds holding

Funds holding: 712722 (+10)

0.96% more ownership

Funds ownership: 89.22%90.19% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $18.8B → $17.4B (-$1.43B)

23% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 288

50% less call options, than puts

Call options by funds: $54.8M | Put options by funds: $110M

Holders
722
Holders Change
+10
Holders Change %
+1.4%
% of All Funds
16.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
120
Increased
221
Reduced
288
Closed
103
Calls
$54.8M
Puts
$110M
Net Calls
-$54.9M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.4B -$136M -2,191,977 -5%
BlackRock
2
BlackRock
New York
$1.52B +$200M +3,235,076 +15%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.49B +$10.7M +173,280 +0.7%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.1B -$135M -2,175,663 -11%
State Street
5
State Street
Massachusetts
$1.04B +$52.3M +845,181 +5%
Macquarie Group
6
Macquarie Group
Australia
$651M +$32.2M +520,137 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$633M +$204M +3,300,643 +47%
AIG
8
American International Group
New York
$488M +$484M +7,835,654 +5,859%
Franklin Resources
9
Franklin Resources
California
$386M -$25M -404,060 -6%
Invesco
10
Invesco
Georgia
$342M -$162M -2,617,085 -32%
BG
11
Baupost Group
Massachusetts
$312M +$159M +2,570,000 +102%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$309M +$74.4M +1,203,015 +31%
VVP
13
Vulcan Value Partners
Alabama
$293M +$9.99M +161,654 +3%
Northern Trust
14
Northern Trust
Illinois
$264M -$8.78M -142,068 -3%
Boston Partners
15
Boston Partners
Massachusetts
$214M +$35.7M +577,099 +20%
American Century Companies
16
American Century Companies
Missouri
$211M +$29.2M +472,212 +16%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$211M +$7.95M +128,656 +4%
LSV Asset Management
18
LSV Asset Management
Illinois
$202M -$6.62M -107,100 -3%
Norges Bank
19
Norges Bank
Norway
$190M +$939K +15,192 +0.5%
Legal & General Group
20
Legal & General Group
United Kingdom
$123M -$995K -16,091 -0.8%
Bank of America
21
Bank of America
North Carolina
$123M -$48.1M -777,876 -28%
Pzena Investment Management
22
Pzena Investment Management
New York
$120M +$8.9M +143,938 +8%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$119M +$64.3M +1,040,506 +116%
Deutsche Bank
24
Deutsche Bank
Germany
$115M -$20M -322,708 -15%
AAMU
25
Amundi Asset Management US
Massachusetts
$112M +$113M +1,827,056 New

CAH Hedge Fund Activity: Q4 2017 in Review

722 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q4 2017, worth a combined $17.4B — down 7.6% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new CAH positions and 103 closed out — a net gain of 17 holders — while 221 added to existing stakes and 288 trimmed.

The largest buyer was American International Group, adding an estimated $484M. The largest seller was Ameriprise, cutting an estimated $288M.

  • 722 institutional investors held Cardinal Health (CAH) as of Q4 2017, up from 712 in Q3 2017.
  • Funds reported $17.4B of Cardinal Health stock for Q4 2017, down 7.6% quarter-over-quarter.
  • 120 funds opened new Cardinal Health positions in Q4 2017 and 103 closed out, a net change of +17 holders.
  • The largest Cardinal Health buyer in Q4 2017 was American International Group, an estimated $484M added.
  • The largest Cardinal Health seller in Q4 2017 was Ameriprise, an estimated $288M sold.

Based on aggregated 13F filings for Q4 2017.