CVS Health
CVS
1,211 hedge funds and large institutions have $71.4B invested in CVS Health in 2013 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 425 increasing their positions, 492 reducing their positions, and 65 closing their positions.
142% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 65
65% more funds holding in top 10
Funds holding in top 10: 83 → 137 (+54)
22% more capital invested
Capital invested by funds: $58.3B → $71.4B (+$13.1B)
7% more funds holding
Funds holding: 1,130 → 1,211 (+81)
9% more call options, than puts
Call options by funds: $355M | Put options by funds: $326M
0.98% more ownership
Funds ownership: 82.97% → 83.95% (+0.98%)
14% less repeat investments, than reductions
Existing positions increased: 425 | Existing positions reduced: 492
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$207M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$195M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$190M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$135M |
| 5 |
State Street
Boston,
Massachusetts
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$557M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$291M |
| 3 |
JP Morgan Chase
New York
|
-$234M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$218M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$217M |
CVS Hedge Fund Activity: Q4 2013 in Review
1,211 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2013, worth a combined $71.4B — up 22% from $58.3B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new CVS positions and 65 closed out — a net gain of 92 holders — while 425 added to existing stakes and 492 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $207M. The largest seller was Fidelity Investments, cutting an estimated $557M.
- 1,211 institutional investors held CVS Health (CVS) as of Q4 2013, up from 1,130 in Q3 2013.
- Funds reported $71.4B of CVS Health stock for Q4 2013, up 22% quarter-over-quarter.
- 157 funds opened new CVS Health positions in Q4 2013 and 65 closed out, a net change of +92 holders.
- The largest CVS Health buyer in Q4 2013 was AllianceBernstein, an estimated $207M added.
- The largest CVS Health seller in Q4 2013 was Fidelity Investments, an estimated $557M sold.
Based on aggregated 13F filings for Q4 2013.