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Cardinal Health

722 hedge funds and large institutions have $12.1B invested in Cardinal Health in 2020 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 253 increasing their positions, 266 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

21% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 82

1% more funds holding

Funds holding: 714722 (+8)

5% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 266

1.97% less ownership

Funds ownership: 88.25%86.27% (-2%)

8% less capital invested

Capital invested by funds: $13.1B → $12.1B (-$996M)

46% less call options, than puts

Call options by funds: $68.2M | Put options by funds: $126M

Holders
722
Holders Change
+8
Holders Change %
+1.12%
% of All Funds
15.91%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.29%
New
99
Increased
253
Reduced
266
Closed
82
Calls
$68.2M
Puts
$126M
Net Calls
-$58.3M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B +$50.6M +974,953 +3%
BlackRock
2
BlackRock
New York
$1.1B +$35.9M +690,894 +3%
State Street
3
State Street
Massachusetts
$968M -$82.6M -1,590,146 -7%
Macquarie Group
4
Macquarie Group
Australia
$658M -$185M -3,553,540 -21%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$399M +$136M +2,612,217 +46%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$330M -$49.2M -948,448 -12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$324M +$25.4M +488,703 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$241M +$3.52M +67,806 +1%
AIG
9
American International Group
New York
$233M -$46.7M -899,397 -16%
Invesco
10
Invesco
Georgia
$222M -$202M -3,897,158 -46%
American Century Companies
11
American Century Companies
Missouri
$203M -$17.6M -339,788 -7%
Northern Trust
12
Northern Trust
Illinois
$193M -$615K -11,850 -0.3%
Ameriprise
13
Ameriprise
Minnesota
$182M -$5.78M -111,357 -3%
Norges Bank
14
Norges Bank
Norway
$165M
Charles Schwab
15
Charles Schwab
California
$154M +$13M +249,595 +8%
Pzena Investment Management
16
Pzena Investment Management
New York
$146M -$49.2M -948,239 -24%
LSV Asset Management
17
LSV Asset Management
Illinois
$145M +$14.4M +277,348 +10%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$143M -$10.4M -200,594 -6%
Swedbank
19
Swedbank
Sweden
$124M -$921K -17,746 -0.7%
Legal & General Group
20
Legal & General Group
United Kingdom
$116M +$3.35M +64,485 +3%
ProShare Advisors
21
ProShare Advisors
Maryland
$94.2M -$16.5M -318,190 -14%
Bank of America
22
Bank of America
North Carolina
$93.6M -$20M -384,581 -16%
Victory Capital Management
23
Victory Capital Management
Texas
$87.9M +$46.8M +900,934 +97%
N
24
Nuveen
North Carolina
$85.4M +$11.3M +216,699 +14%
UBS AM
25
UBS AM
Illinois
$83.5M +$9.18M +176,823 +11%

CAH Hedge Fund Activity: Q1 2020 in Review

722 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q1 2020, worth a combined $12.1B — down 7.6% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new CAH positions and 82 closed out — a net gain of 17 holders — while 253 added to existing stakes and 266 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $136M. The largest seller was Invesco, cutting an estimated $202M.

  • 722 institutional investors held Cardinal Health (CAH) as of Q1 2020, up from 714 in Q4 2019.
  • Funds reported $12.1B of Cardinal Health stock for Q1 2020, down 7.6% quarter-over-quarter.
  • 99 funds opened new Cardinal Health positions in Q1 2020 and 82 closed out, a net change of +17 holders.
  • The largest Cardinal Health buyer in Q1 2020 was T. Rowe Price Associates, an estimated $136M added.
  • The largest Cardinal Health seller in Q1 2020 was Invesco, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2020.