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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 %
BIM
426
Bogle Investment Management
Massachusetts
$7.35M +$7.35M +123,800 New
GCMG
427
Gyroscope Capital Management Group
Florida
$7.34M -$161K -2,718 -2%
WF
428
Welch & Forbes
Massachusetts
$7.34M +$49.4K +832 +0.7%
SAM
429
Stansberry Asset Management
Texas
$7.29M +$4.83M +81,406 +196%
MHC
430
Meyer Handelman Company
New York
$7.28M -$119 -2 -0%
PAG
431
Private Advisor Group
New Jersey
$7.25M +$648K +10,921 +10%
Simplex Trading
432
Simplex Trading
Illinois
$7.24M +$7.24M +122,037 New
BRCM
433
Bright Rock Capital Management
Massachusetts
$7.24M – – –
KIC
434
Keating Investment Counselors
Florida
$7.23M -$9.08K -153 -0.1%
STB
435
S&T Bank
Pennsylvania
$7.18M +$7.18M +121,054 New
SGA
436
Sector Gamma AS
Norway
$7.17M +$7.17M +120,860 New
OPCM
437
Osborne Partners Capital Management
California
$7.06M +$18.5K +312 +0.3%
1IA
438
1834 Investment Advisors
Wisconsin
$7.02M +$833K +14,040 +13%
DWM
439
Dorchester Wealth Management
Quebec, Canada
$6.95M +$22K +371 +0.3%
UB
440
UMB Bank
Missouri
$6.94M +$188K +3,170 +3%
CA
441
Cullinan Associates
Kentucky
$6.93M +$202K +3,402 +3%
HR
442
Howe & Rusling
New York
$6.91M -$3.17M -53,388 -31%
JCM
443
Jacobi Capital Management
Pennsylvania
$6.9M -$177K -2,972 -2%
NRS
444
Neville Rodie & Shaw
New York
$6.87M +$585K +9,857 +9%
WC
445
Woodstock Corp
Massachusetts
$6.86M -$72.7K -1,225 -1%
YIA
446
YHB Investment Advisors
Connecticut
$6.85M +$182K +3,064 +3%
RMC
447
Resources Management Corp
Connecticut
$6.81M -$143K -2,409 -2%
MNBTD
448
Moody National Bank Trust Division
Texas
$6.8M +$13.1K +221 +0.2%
WAM
449
Wallington Asset Management
Indiana
$6.72M +$29.8K +503 +0.4%
PI
450
PFS Investments
Georgia
$6.71M +$1.01M +17,057 +18%
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