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CVS Health
CVS

Overview Fund Activity

1,837 hedge funds and large institutions have $75.3B invested in CVS Health in 2019 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 723 increasing their positions, 708 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,837
Holders Change
+157
Holders Change %
+9.35%
% of All Funds
36.28%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.92%
New
252
Increased
723
Reduced
708
Closed
73
Calls
$2.15B
Puts
$1.63B
Net Calls
+$524M
Net Calls Change
+$375M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$719M
2
Truist Financial
Truist Financial
North Carolina
+$238M
3
Morgan Stanley
Morgan Stanley
New York
+$187M
4
DZ Bank
DZ Bank
Germany
+$185M
5
LSV Asset Management
LSV Asset Management
Illinois
+$126M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$442M
2
State Street
State Street
Massachusetts
-$357M
3
Franklin Resources
Franklin Resources
California
-$247M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$185M
5
VVP
Vulcan Value Partners
Alabama
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
426
Dorchester Wealth Management
Quebec, Canada
$8.68M -$26.7K -360 -0.3%
AC
427
Allstate Corporation
Illinois
$8.66M – – –
RBA
428
Richard Bernstein Advisors
New York
$8.61M – – –
MNBTD
429
Moody National Bank Trust Division
Texas
$8.5M +$69.5K +936 +0.8%
UB
430
UMB Bank
Missouri
$8.45M +$403K +5,423 +5%
TWMP
431
Taylor Wealth Management Partners
Massachusetts
$8.45M +$585K +7,880 +7%
CA
432
Cullinan Associates
Kentucky
$8.43M +$603K +8,112 +8%
NI
433
Nepsis Inc
Minnesota
$8.43M -$41.8K -568 -0.5%
WAM
434
Wallington Asset Management
Indiana
$8.38M +$36.4K +490 +0.4%
YIA
435
YHB Investment Advisors
Connecticut
$8.34M +$17.5K +235 +0.2%
PAG
436
Private Advisor Group
New Jersey
$8.27M -$1.83M -24,621 -18%
SAM
437
Shell Asset Management
Netherlands
$8.25M -$155K -2,089 -2%
BCM
438
Bourgeon Capital Management
Connecticut
$8.24M -$487K -6,550 -6%
FAT
439
First American Trust
California
$8.18M +$157K +2,109 +2%
ANI
440
American National Insurance
Texas
$8.15M -$1.15M -15,513 -12%
AIM
441
Achmea Investment Management
Netherlands
$8.14M +$1.27M +17,078 +18%
CAM
442
Carret Asset Management
New York
$8.13M -$42.7K -575 -0.5%
KFP
443
Keystone Financial Planning
Ohio
$8.12M -$401K -5,404 -5%
RAM
444
Riggs Asset Management
Pennsylvania
$8.1M +$216K +2,912 +3%
ADEF
445
Adams Diversified Equity Fund
Maryland
$8.1M +$8.1M +109,000 New
BHA
446
Beech Hill Advisors
New York
$8.08M -$394K -5,299 -5%
LDFR
447
Lehman & Derafelo Financial Resources
Pennsylvania
$8.07M +$26.6K +358 +0.3%
ERIM
448
Eagle Ridge Investment Management
Connecticut
$8.05M -$21.5K -289 -0.3%
Westfield Capital Management
449
Westfield Capital Management
Massachusetts
$7.99M -$24.5K -330 -0.3%
CCM
450
Cohen Capital Management
California
$7.97M +$4.83K +65 +0.1%
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