CVS icon

CVS Health
CVS

Overview Fund Activity

1,809 hedge funds and large institutions have $59.8B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 873 increasing their positions, 645 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
-28
Holders Change %
-1.52%
% of All Funds
39.96%
Holding in Top 10
103
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.19%
% of All Funds
2.28%
New
154
Increased
873
Reduced
645
Closed
153
Calls
$1.93B
Puts
$1.12B
Net Calls
+$806M
Net Calls Change
+$281M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$301M
2
Morgan Stanley
Morgan Stanley
New York
+$199M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
LSV Asset Management
LSV Asset Management
Illinois
+$162M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16B
2
Parnassus Investments
Parnassus Investments
California
-$622M
3
Boston Partners
Boston Partners
Massachusetts
-$374M
4
CSIA
Charles Schwab Investment Advisory
California
-$315M
5
Lazard Asset Management
Lazard Asset Management
New York
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
351
Mutual of America Capital Management
New York
$10.5M +$142K +2,396 +1%
VCAM
352
Van Cleef Asset Management
Ohio
$10.5M +$4.93M +83,175 +89%
MCM
353
MAI Capital Management
Ohio
$10.4M +$1.4M +23,548 +16%
BFG
354
Beacon Financial Group
Texas
$10.4M -$124K -2,072 -1%
MTC
355
McDaniel Terry & Co
Texas
$10.2M +$795K +13,401 +8%
JCM
356
Janney Capital Management
Pennsylvania
$10.1M -$648K -10,922 -6%
LIM
357
Lathrop Investment Management
Arkansas
$10.1M +$329K +5,547 +3%
Mirae Asset Global Investments
358
Mirae Asset Global Investments
South Korea
$10M +$1.03M +17,328 +11%
SW
359
SVB Wealth
Massachusetts
$9.96M -$205K -3,458 -2%
KFS
360
Kurt F. Somerville
$9.96M +$160K +2,704 +2%
MML Investors Services
361
MML Investors Services
Massachusetts
$9.66M +$1.33M +22,412 +16%
PL
362
Parthenon LLC
Kentucky
$9.64M -$119K -2,000 -1%
Brown Advisory
363
Brown Advisory
Maryland
$9.6M +$340K +5,727 +4%
LIA
364
LS Investment Advisors
Michigan
$9.56M -$611K -10,291 -6%
SDIC
365
South Dakota Investment Council
South Dakota
$9.55M -$194K -3,273 -2%
Walleye Trading
366
Walleye Trading
New York
$9.54M +$9.54M +160,865 New
MRCM
367
M&R Capital Management
New Jersey
$9.51M +$255K +4,306 +3%
OWD
368
Osborn Williams & Donohoe
Ohio
$9.47M +$201K +3,395 +2%
CP
369
Cumberland Partners
Ontario, Canada
$9.37M -$2.53M -42,635 -21%
GH
370
GAM Holding
Switzerland
$9.35M +$873K +14,716 +10%
RCYC
371
Richard C. Young & Co
Rhode Island
$9.3M +$215K +3,629 +2%
Kovitz Investment Group Partners
372
Kovitz Investment Group Partners
Illinois
$9.29M +$406K +6,839 +5%
CCT
373
Country Club Trust
Missouri
$9.23M -$211K -3,540 -2%
BC
374
Brinker Capital
Pennsylvania
$9.22M -$1.4M -23,569 -13%
MC
375
Moors & Cabot
Massachusetts
$9.18M -$63.6K -1,069 -0.7%
13 14
15
16 17