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Cardinal Health

784 hedge funds and large institutions have $13.2B invested in Cardinal Health in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 288 increasing their positions, 273 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $181M | Put options by funds: $150M

13% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 84

10% more capital invested

Capital invested by funds: $12B → $13.2B (+$1.18B)

1.67% more ownership

Funds ownership: 83.25%84.92% (+1.7%)

5% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 273

1% more funds holding

Funds holding: 779784 (+5)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
784
Holders Change
+5
Holders Change %
+0.64%
% of All Funds
12.37%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.17%
New
95
Increased
288
Reduced
273
Closed
84
Calls
$181M
Puts
$150M
Net Calls
+$30.6M
Net Calls Change
-$52.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.91B -$113M -2,105,718 -6%
BlackRock
2
BlackRock
New York
$1.31B +$59.4M +1,109,613 +5%
State Street
3
State Street
Massachusetts
$1.25B +$24.5M +457,777 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$845M -$6.95M -129,784 -0.9%
Invesco
5
Invesco
Georgia
$351M +$27.4M +511,826 +9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$338M +$27.6M +515,888 +9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$308M -$4.76M -88,876 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$307M +$5.62M +104,937 +2%
American Century Companies
9
American Century Companies
Missouri
$266M -$59M -1,102,015 -19%
Northern Trust
10
Northern Trust
Illinois
$208M -$912K -17,021 -0.5%
ProShare Advisors
11
ProShare Advisors
Maryland
$176M +$4.55M +84,919 +3%
Pzena Investment Management
12
Pzena Investment Management
New York
$169M -$588K -10,982 -0.4%
N
13
Nuveen
North Carolina
$167M +$112M +2,098,653 +264%
Federated Hermes
14
Federated Hermes
Pennsylvania
$156M +$51.2M +956,502 +53%
LSV Asset Management
15
LSV Asset Management
Illinois
$144M -$1.21M -22,596 -0.9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$139M -$6.74M -125,829 -5%
Allianz Asset Management
17
Allianz Asset Management
Germany
$136M +$51.3M +958,515 +66%
Legal & General Group
18
Legal & General Group
United Kingdom
$136M +$12.7M +237,798 +11%
Norges Bank
19
Norges Bank
Norway
$131M -$35.4M -661,646 -22%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$129M -$8.96M -167,312 -7%
JP Morgan Chase
21
JP Morgan Chase
New York
$128M +$55.4M +1,034,840 +84%
Morgan Stanley
22
Morgan Stanley
New York
$125M +$5.29M +98,820 +5%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$114M +$16.8M +314,529 +19%
UBS AM
24
UBS AM
Illinois
$111M +$7.56M +141,158 +8%
Charles Schwab
25
Charles Schwab
California
$110M +$2.24M +41,859 +2%

CAH Hedge Fund Activity: Q1 2022 in Review

784 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q1 2022, worth a combined $13.2B — up 9.8% from $12B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new CAH positions and 84 closed out — a net gain of 11 holders — while 288 added to existing stakes and 273 trimmed.

The largest buyer was Nuveen, adding an estimated $112M. The largest seller was Vanguard Group, cutting an estimated $113M.

  • 784 institutional investors held Cardinal Health (CAH) as of Q1 2022, up from 779 in Q4 2021.
  • Funds reported $13.2B of Cardinal Health stock for Q1 2022, up 9.8% quarter-over-quarter.
  • 95 funds opened new Cardinal Health positions in Q1 2022 and 84 closed out, a net change of +11 holders.
  • The largest Cardinal Health buyer in Q1 2022 was Nuveen, an estimated $112M added.
  • The largest Cardinal Health seller in Q1 2022 was Vanguard Group, an estimated $113M sold.

Based on aggregated 13F filings for Q1 2022.