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Cardinal Health

849 hedge funds and large institutions have $15.8B invested in Cardinal Health in 2022 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 292 increasing their positions, 298 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more funds holding in top 10

Funds holding in top 10: 717 (+10)

110% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 61

58% more call options, than puts

Call options by funds: $319M | Put options by funds: $202M

30% more capital invested

Capital invested by funds: $12.2B → $15.8B (+$3.61B)

7% more funds holding

Funds holding: 792849 (+57)

1.93% more ownership

Funds ownership: 85.33%87.26% (+1.9%)

2% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 298

Holders
849
Holders Change
+57
Holders Change %
+7.2%
% of All Funds
14.63%
Holding in Top 10
17
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+142.86%
% of All Funds
0.29%
New
128
Increased
292
Reduced
298
Closed
61
Calls
$319M
Puts
$202M
Net Calls
+$117M
Net Calls Change
+$85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.14B -$92.1M -1,452,788 -4%
BlackRock
2
BlackRock
New York
$1.91B +$374M +5,896,875 +26%
State Street
3
State Street
Massachusetts
$1.36B -$3.74M -59,038 -0.3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$547M -$231M -3,641,139 -31%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$536M +$132M +2,075,867 +35%
Amundi
6
Amundi
France
$383M +$30.5M +481,222 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$363M +$8.67M +136,758 +3%
Invesco
8
Invesco
Georgia
$344M -$24.6M -388,311 -7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$315M -$52.7M -831,223 -15%
Morgan Stanley
10
Morgan Stanley
New York
$296M +$7.71M +121,598 +3%
Northern Trust
11
Northern Trust
Illinois
$238M +$3.77M +59,476 +2%
ProShare Advisors
12
ProShare Advisors
Maryland
$187M +$4.68M +73,877 +3%
Pzena Investment Management
13
Pzena Investment Management
New York
$182M -$10.5M -164,887 -6%
Nomura Holdings
14
Nomura Holdings
Japan
$181M +$171M +2,699,819 +13,599%
Norges Bank
15
Norges Bank
Norway
$173M +$28.5M +449,427 +21%
LSV Asset Management
16
LSV Asset Management
Illinois
$172M +$3.09M +48,700 +2%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$170M +$9.05M +142,793 +6%
Legal & General Group
18
Legal & General Group
United Kingdom
$161M +$3.75M +59,171 +3%
N
19
Nuveen
North Carolina
$160M -$5.38M -84,904 -3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$158M -$3.64M -57,412 -2%
JP Morgan Chase
21
JP Morgan Chase
New York
$156M +$3.35M +52,863 +2%
Allianz Asset Management
22
Allianz Asset Management
Germany
$136M +$738K +11,646 +0.6%
EIM
23
Elliott Investment Management
Florida
$133M +$127M +2,000,000 New
Charles Schwab
24
Charles Schwab
California
$121M -$2.41M -38,052 -2%
Bank of America
25
Bank of America
North Carolina
$118M +$42.2M +665,703 +60%

CAH Hedge Fund Activity: Q3 2022 in Review

849 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Cardinal Health (CAH) for Q3 2022, worth a combined $15.8B — up 30% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new CAH positions and 61 closed out — a net gain of 67 holders — while 292 added to existing stakes and 298 trimmed.

The largest buyer was BlackRock, adding an estimated $374M. The largest seller was T. Rowe Price Associates, cutting an estimated $231M.

  • 849 institutional investors held Cardinal Health (CAH) as of Q3 2022, up from 792 in Q2 2022.
  • Funds reported $15.8B of Cardinal Health stock for Q3 2022, up 30% quarter-over-quarter.
  • 128 funds opened new Cardinal Health positions in Q3 2022 and 61 closed out, a net change of +67 holders.
  • The largest Cardinal Health buyer in Q3 2022 was BlackRock, an estimated $374M added.
  • The largest Cardinal Health seller in Q3 2022 was T. Rowe Price Associates, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2022.