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Cardinal Health

737 hedge funds and large institutions have $18.1B invested in Cardinal Health in 2018 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 247 increasing their positions, 279 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 65

2% more funds holding

Funds holding: 722737 (+15)

1.64% more ownership

Funds ownership: 90.19%91.83% (+1.6%)

4% more capital invested

Capital invested by funds: $17.4B → $18.1B (+$727M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

11% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 279

15% less call options, than puts

Call options by funds: $61.8M | Put options by funds: $73.1M

Holders
737
Holders Change
+15
Holders Change %
+2.08%
% of All Funds
16.89%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
87
Increased
247
Reduced
279
Closed
65
Calls
$61.8M
Puts
$73.1M
Net Calls
-$11.3M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.48B +$32.3M +470,604 +1%
BlackRock
2
BlackRock
New York
$1.53B -$35.1M -511,604 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.37B -$165M -2,411,585 -10%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B +$48.5M +706,543 +4%
State Street
5
State Street
Massachusetts
$1.02B -$51.5M -750,019 -4%
Macquarie Group
6
Macquarie Group
Australia
$657M -$10.2M -149,073 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$600M -$52.6M -767,055 -7%
AIG
8
American International Group
New York
$496M -$4.37M -63,721 -0.8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$408M +$100M +1,462,779 +29%
Boston Partners
10
Boston Partners
Massachusetts
$382M +$178M +2,599,918 +74%
Invesco
11
Invesco
Georgia
$358M +$8.85M +129,069 +2%
Franklin Resources
12
Franklin Resources
California
$356M -$42.4M -618,000 -10%
BG
13
Baupost Group
Massachusetts
$320M
VVP
14
Vulcan Value Partners
Alabama
$310M +$11.5M +167,134 +3%
Northern Trust
15
Northern Trust
Illinois
$271M +$1M +14,642 +0.3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$237M +$23M +335,939 +10%
Norges Bank
17
Norges Bank
Norway
$194M
GCM
18
Glenview Capital Management
New York
$189M +$155M +2,265,177 +302%
LSV Asset Management
19
LSV Asset Management
Illinois
$185M -$24.6M -358,336 -11%
American Century Companies
20
American Century Companies
Missouri
$184M -$35.6M -518,251 -15%
Pzena Investment Management
21
Pzena Investment Management
New York
$180M +$63.3M +923,179 +47%
Bank of America
22
Bank of America
North Carolina
$160M +$37.7M +549,167 +27%
Charles Schwab
23
Charles Schwab
California
$138M +$58.5M +853,062 +63%
Goldman Sachs
24
Goldman Sachs
New York
$137M +$34.8M +507,618 +30%
Deutsche Bank
25
Deutsche Bank
Germany
$135M +$18.5M +269,371 +14%

CAH Hedge Fund Activity: Q1 2018 in Review

737 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q1 2018, worth a combined $18.1B — up 4.2% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new CAH positions and 65 closed out — a net gain of 22 holders — while 247 added to existing stakes and 279 trimmed.

The largest buyer was Boston Partners, adding an estimated $178M. The largest seller was Vanguard Group, cutting an estimated $165M.

  • 737 institutional investors held Cardinal Health (CAH) as of Q1 2018, up from 722 in Q4 2017.
  • Funds reported $18.1B of Cardinal Health stock for Q1 2018, up 4.2% quarter-over-quarter.
  • 87 funds opened new Cardinal Health positions in Q1 2018 and 65 closed out, a net change of +22 holders.
  • The largest Cardinal Health buyer in Q1 2018 was Boston Partners, an estimated $178M added.
  • The largest Cardinal Health seller in Q1 2018 was Vanguard Group, an estimated $165M sold.

Based on aggregated 13F filings for Q1 2018.