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Cardinal Health

789 hedge funds and large institutions have $13.9B invested in Cardinal Health in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 310 increasing their positions, 262 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $187M | Put options by funds: $117M

18% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 262

1.4% more ownership

Funds ownership: 83.35%84.74% (+1.4%)

3% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 78

1% less funds holding

Funds holding: 801789 (-12)

5% less capital invested

Capital invested by funds: $14.7B → $13.9B (-$793M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
789
Holders Change
-12
Holders Change %
-1.5%
% of All Funds
13.73%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
76
Increased
310
Reduced
262
Closed
78
Calls
$187M
Puts
$117M
Net Calls
+$70.5M
Net Calls Change
+$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04B -$21.4M -365,777 -1%
BlackRock
2
BlackRock
New York
$1.5B -$62.6M -1,071,722 -4%
State Street
3
State Street
Massachusetts
$995M -$12.1M -206,511 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$741M +$195M +3,338,519 +35%
Macquarie Group
5
Macquarie Group
Australia
$594M -$39.6M -677,188 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$421M +$88.2M +1,509,137 +26%
American Century Companies
7
American Century Companies
Missouri
$372M +$81.6M +1,396,355 +27%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$306M +$1.48M +25,384 +0.5%
Invesco
9
Invesco
Georgia
$240M +$12.8M +219,133 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$231M -$53.1M -909,492 -18%
Northern Trust
11
Northern Trust
Illinois
$218M +$2.74M +46,841 +1%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$201M +$72.5M +1,241,104 +55%
Pzena Investment Management
13
Pzena Investment Management
New York
$169M -$823K -14,090 -0.5%
Norges Bank
14
Norges Bank
Norway
$163M -$6.23M -106,642 -4%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$162M -$1.99M -34,122 -1%
LSV Asset Management
16
LSV Asset Management
Illinois
$154M -$4.93M -84,310 -3%
Bank of America
17
Bank of America
North Carolina
$153M -$3.18M -54,358 -2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$149M +$3M +51,368 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$126M -$3.48M -59,616 -3%
ProShare Advisors
20
ProShare Advisors
Maryland
$124M +$6.02M +103,029 +5%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$120M -$4.83M -82,604 -4%
Morgan Stanley
22
Morgan Stanley
New York
$115M +$37.6M +643,723 +47%
Deutsche Bank
23
Deutsche Bank
Germany
$114M -$8.13M -139,090 -7%
AQR Capital Management
24
AQR Capital Management
Connecticut
$110M -$39.5M -676,506 -26%
Charles Schwab
25
Charles Schwab
California
$101M +$2.06M +35,234 +2%

CAH Hedge Fund Activity: Q2 2021 in Review

789 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q2 2021, worth a combined $13.9B — down 5.4% from $14.7B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of CAH and 76 opened new positions — a net loss of 2 holders — while 262 trimmed existing stakes and 310 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $195M. The largest seller was Citadel Advisors, cutting an estimated $69M.

  • 789 institutional investors held Cardinal Health (CAH) as of Q2 2021, down from 801 in Q1 2021.
  • Funds reported $13.9B of Cardinal Health stock for Q2 2021, down 5.4% quarter-over-quarter.
  • 76 funds opened new Cardinal Health positions in Q2 2021 and 78 closed out, a net change of -2 holders.
  • The largest Cardinal Health buyer in Q2 2021 was T. Rowe Price Associates, an estimated $195M added.
  • The largest Cardinal Health seller in Q2 2021 was Citadel Advisors, an estimated $69M sold.

Based on aggregated 13F filings for Q2 2021.