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Cardinal Health

663 hedge funds and large institutions have $12.4B invested in Cardinal Health in 2019 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 261 increasing their positions, 230 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 230

0.52% more ownership

Funds ownership: 89.65%90.17% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less capital invested

Capital invested by funds: $12.5B → $12.4B (-$128M)

3% less funds holding

Funds holding: 686663 (-23)

19% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 78

34% less call options, than puts

Call options by funds: $91M | Put options by funds: $138M

Holders
663
Holders Change
-23
Holders Change %
-3.35%
% of All Funds
14.54%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
63
Increased
261
Reduced
230
Closed
78
Calls
$91M
Puts
$138M
Net Calls
-$47.4M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.72B +$31.4M +687,051 +2%
BlackRock
2
BlackRock
New York
$1.04B +$20.8M +455,472 +2%
State Street
3
State Street
Massachusetts
$1.04B +$29.7M +650,769 +3%
Macquarie Group
4
Macquarie Group
Australia
$732M +$35M +766,315 +5%
Invesco
5
Invesco
Georgia
$438M +$51.8M +1,135,738 +14%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$389M +$989K +21,666 +0.3%
AIG
7
American International Group
New York
$318M -$13.3M -291,697 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$314M -$8.32M -182,313 -3%
Ameriprise
9
Ameriprise
Minnesota
$250M -$80.7M -1,768,111 -25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$228M +$8.05M +176,404 +4%
American Century Companies
11
American Century Companies
Missouri
$225M +$10.6M +231,714 +5%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$222M +$22.9M +502,584 +12%
Franklin Resources
13
Franklin Resources
California
$214M -$2.5M -54,697 -1%
Northern Trust
14
Northern Trust
Illinois
$190M +$1.94M +42,604 +1%
Pzena Investment Management
15
Pzena Investment Management
New York
$173M +$1.05M +22,986 +0.6%
Norges Bank
16
Norges Bank
Norway
$163M +$13.9M +304,020 +10%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$150M +$3.17M +69,354 +2%
Charles Schwab
18
Charles Schwab
California
$145M +$11.7M +256,016 +9%
LSV Asset Management
19
LSV Asset Management
Illinois
$131M -$3.71M -81,223 -3%
Goldman Sachs
20
Goldman Sachs
New York
$124M +$11.3M +247,700 +10%
AQR Capital Management
21
AQR Capital Management
Connecticut
$120M +$44.8M +981,301 +63%
Bank of America
22
Bank of America
North Carolina
$117M -$7.86M -172,267 -7%
Legal & General Group
23
Legal & General Group
United Kingdom
$109M +$4.12M +90,201 +4%
Swedbank
24
Swedbank
Sweden
$109M +$1.37M +30,118 +1%
JP Morgan Chase
25
JP Morgan Chase
New York
$108M +$59.1M +1,294,459 +130%

CAH Hedge Fund Activity: Q3 2019 in Review

663 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q3 2019, worth a combined $12.4B — down 1% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of CAH and 63 opened new positions — a net loss of 15 holders — while 230 trimmed existing stakes and 261 added.

The largest buyer was JP Morgan Chase, adding an estimated $59.1M. The largest seller was Wellington Management Group, cutting an estimated $136M.

  • 663 institutional investors held Cardinal Health (CAH) as of Q3 2019, down from 686 in Q2 2019.
  • Funds reported $12.4B of Cardinal Health stock for Q3 2019, down 1% quarter-over-quarter.
  • 63 funds opened new Cardinal Health positions in Q3 2019 and 78 closed out, a net change of -15 holders.
  • The largest Cardinal Health buyer in Q3 2019 was JP Morgan Chase, an estimated $59.1M added.
  • The largest Cardinal Health seller in Q3 2019 was Wellington Management Group, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2019.