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CVS Health

1,651 hedge funds and large institutions have $54.6B invested in CVS Health in 2019 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 753 increasing their positions, 660 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
-53
Holders Change %
-3.11%
% of All Funds
35.91%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
1.04%
New
123
Increased
753
Reduced
660
Closed
153
Calls
$1.14B
Puts
$1.44B
Net Calls
-$291M
Net Calls Change
+$32.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
426
Bourgeon Capital Management
Connecticut
$6.28M +$2.16M +39,700 +53%
SSB
427
Sandy Spring Bank
Maryland
$6.26M +$447K +8,199 +8%
WCMN
428
Westchester Capital Management (Nebraska)
Nebraska
$6.26M +$484K +8,880 +8%
CGH
429
Crossmark Global Holdings
Texas
$6.25M +$138K +2,528 +2%
BAS
430
Brown Advisory Securities
Maryland
$6.23M +$1.12M +20,587 +22%
SAM
431
Shell Asset Management
Netherlands
$6.22M -$224K -4,114 -3%
1IA
432
1834 Investment Advisors
Wisconsin
$6.2M +$202K +3,698 +3%
SCM
433
Sio Capital Management
New York
$6.2M -$13.8M -253,333 -69%
WAM
434
World Asset Management
Michigan
$6.19M +$153K +2,813 +3%
TIM
435
Thompson Investment Management
Wisconsin
$6.17M +$582K +10,687 +10%
KFP
436
Keystone Financial Planning
Ohio
$6.14M +$542K +9,946 +10%
MNBTD
437
Moody National Bank Trust Division
Texas
$6.14M +$61.5K +1,129 +1%
SIP
438
Stoneridge Investment Partners
Pennsylvania
$6.13M -$1.15M -21,078 -16%
SMH
439
Sanders Morris Harris
Texas
$6.11M +$2.59M +47,511 +74%
WAM
440
Wallington Asset Management
Indiana
$6.08M +$66.5K +1,220 +1%
WC
441
Woodstock Corp
Massachusetts
$6.06M -$51.8K -950 -0.8%
ERIM
442
Eagle Ridge Investment Management
Connecticut
$6.05M -$582K -10,676 -9%
AIA
443
Affinity Investment Advisors
California
$6.02M -$2.65M -48,610 -31%
CAM
444
Carret Asset Management
New York
$5.95M +$174K +3,198 +3%
Westfield Capital Management
445
Westfield Capital Management
Massachusetts
$5.94M +$5.94M +109,060 New
TWMP
446
Taylor Wealth Management Partners
Massachusetts
$5.92M -$23.4K -430 -0.4%
DWM
447
Dorchester Wealth Management
Quebec, Canada
$5.9M +$143K +2,630 +2%
NI
448
Nepsis Inc
Minnesota
$5.9M +$5.9M +108,218 New
PAG
449
Private Advisor Group
New Jersey
$5.86M +$2.5M +45,886 +74%
PI
450
Putnam Investments
Massachusetts
$5.85M -$10.8M -197,361 -65%