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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 %
FTIOP
401
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.95M +$100K +1,692 +1%
CAM
402
Claret Asset Management
Quebec, Canada
$7.94M +$171K +2,881 +2%
SIC
403
Salem Investment Counselors
North Carolina
$7.94M -$128K -2,165 -2%
PIA
404
Piedmont Investment Advisors
North Carolina
$7.93M +$260K +4,383 +3%
BRA
405
Biechele Royce Advisors
Indiana
$7.93M -$67.5K -1,137 -0.8%
RIL
406
Rothschild Investment LLC
Illinois
$7.92M +$475 +8 +0%
PMG
407
ProVise Management Group
Florida
$7.91M -$142K -2,388 -2%
SCM
408
SKBA Capital Management
California
$7.87M +$23.7K +400 +0.3%
DA
409
DSC Advisors
Illinois
$7.83M -$2.77M -46,773 -26%
CCM
410
Copernicus Capital Management
California
$7.71M +$7.71M +130,000 New
II
411
IFM Investors
Australia
$7.69M -$283K -4,749 -4%
CM
412
Churchill Management
California
$7.65M -$370K -6,239 -5%
WT
413
Whittier Trust
California
$7.56M -$219K -3,699 -3%
SAM
414
Securian Asset Management
Minnesota
$7.55M -$128K -2,163 -2%
SSB
415
Sandy Spring Bank
Maryland
$7.55M +$183K +3,083 +2%
SG Americas Securities
416
SG Americas Securities
New York
$7.54M +$5.43M +91,485 +256%
RC
417
RegentAtlantic Capital
New Jersey
$7.52M +$2.15M +36,223 +40%
HFS
418
Hantz Financial Services
Michigan
$7.51M +$7.51M +126,645 New
QI
419
QS Investors
New York
$7.51M -$536K -9,028 -7%
GIM
420
Goelzer Investment Management
Indiana
$7.5M -$333K -5,607 -4%
WCMN
421
Westchester Capital Management (Nebraska)
Nebraska
$7.4M +$24K +404 +0.3%
IIM
422
Intact Investment Management
Quebec, Canada
$7.39M -$1.21M -20,300 -14%
Creative Planning
423
Creative Planning
Kansas
$7.37M -$122K -2,052 -2%
BCM
424
BTC Capital Management
Iowa
$7.36M -$274K -4,624 -4%
SGI
425
Summit Global Investments
Utah
$7.35M +$7.35M +123,831 New
15 16
17
18 19