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Cardinal Health

713 hedge funds and large institutions have $13.1B invested in Cardinal Health in 2019 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 222 increasing their positions, 265 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 56

8% more funds holding

Funds holding: 663713 (+50)

5% more capital invested

Capital invested by funds: $12.4B → $13.1B (+$640M)

1.93% less ownership

Funds ownership: 90.17%88.25% (-1.9%)

16% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 265

21% less call options, than puts

Call options by funds: $120M | Put options by funds: $152M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
713
Holders Change
+50
Holders Change %
+7.54%
% of All Funds
14.05%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.1%
New
120
Increased
222
Reduced
265
Closed
56
Calls
$120M
Puts
$152M
Net Calls
-$31.3M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.8B -$44.4M -860,513 -2%
BlackRock
2
BlackRock
New York
$1.13B +$10.8M +209,022 +0.9%
State Street
3
State Street
Massachusetts
$1.1B -$9.89M -191,550 -0.9%
Macquarie Group
4
Macquarie Group
Australia
$874M +$91.7M +1,774,715 +11%
Invesco
5
Invesco
Georgia
$431M -$39.2M -759,666 -8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$396M -$21.5M -415,658 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$317M -$19.9M -385,946 -6%
AIG
8
American International Group
New York
$291M -$50.6M -978,764 -15%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$288M +$51.3M +992,913 +21%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$250M +$6.58M +127,424 +3%
American Century Companies
11
American Century Companies
Missouri
$231M -$10.2M -198,420 -4%
Northern Trust
12
Northern Trust
Illinois
$204M +$30K +580 +0%
Pzena Investment Management
13
Pzena Investment Management
New York
$202M +$17.2M +332,713 +9%
Ameriprise
14
Ameriprise
Minnesota
$198M -$71.3M -1,379,914 -26%
Franklin Resources
15
Franklin Resources
California
$179M -$51.2M -990,816 -22%
Norges Bank
16
Norges Bank
Norway
$174M
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$161M +$101K +1,961 +0.1%
Charles Schwab
18
Charles Schwab
California
$149M -$5.57M -107,752 -4%
Goldman Sachs
19
Goldman Sachs
New York
$141M +$7.95M +153,904 +6%
LSV Asset Management
20
LSV Asset Management
Illinois
$139M -$1.47M -28,494 -1%
Swedbank
21
Swedbank
Sweden
$133M +$16.1M +311,697 +14%
Legal & General Group
22
Legal & General Group
United Kingdom
$120M +$2.74M +52,997 +2%
Bank of America
23
Bank of America
North Carolina
$118M -$7.04M -136,207 -6%
ProShare Advisors
24
ProShare Advisors
Maryland
$116M +$3.61M +69,906 +3%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$97.5M +$2.8M +54,259 +3%

CAH Hedge Fund Activity: Q4 2019 in Review

713 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q4 2019, worth a combined $13.1B — up 5.1% from $12.4B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new CAH positions and 56 closed out — a net gain of 64 holders — while 222 added to existing stakes and 265 trimmed.

The largest buyer was Macquarie Group, adding an estimated $91.7M. The largest seller was AQR Capital Management, cutting an estimated $94.8M.

  • 713 institutional investors held Cardinal Health (CAH) as of Q4 2019, up from 663 in Q3 2019.
  • Funds reported $13.1B of Cardinal Health stock for Q4 2019, up 5.1% quarter-over-quarter.
  • 120 funds opened new Cardinal Health positions in Q4 2019 and 56 closed out, a net change of +64 holders.
  • The largest Cardinal Health buyer in Q4 2019 was Macquarie Group, an estimated $91.7M added.
  • The largest Cardinal Health seller in Q4 2019 was AQR Capital Management, an estimated $94.8M sold.

Based on aggregated 13F filings for Q4 2019.