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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 %
BC
551
Barnett & Company
Tennessee
$5.19M -$730K -9,821 -12%
CC
552
Courier Capital
New York
$5.19M -$97.1K -1,333 -2%
EWM
553
Edge Wealth Management
New York
$5.15M -$1.36M -18,435 -21%
SRAM
554
Stone Ridge Asset Management
New York
$5.15M +$1.26M +16,900 +32%
LCC
555
Lincoln Capital Corp
Rhode Island
$5.12M -$970K -13,054 -16%
SCA
556
Spearhead Capital Advisors
Florida
$5.11M +$154K +2,068 +3%
Daiwa Securities Group
557
Daiwa Securities Group
Japan
$5.07M +$66.1K +889 +1%
RWM
558
Rench Wealth Management
Texas
$5.05M +$2.09M +28,187 +71%
JAM
559
Jolley Asset Management
North Carolina
$5.03M +$5.03M +67,637 New
WLPWM
560
Walled Lake Planning & Wealth Management
Illinois
$5M +$5M +67,306 New
AIM
561
ARGA Investment Management
Connecticut
$5M – – –
KRS
562
Kentucky Retirement Systems
Kentucky
$4.97M +$21.5K +289 +0.4%
NSIM
563
North Star Investment Management
Illinois
$4.97M +$37.5K +505 +0.8%
SMH
564
Sanders Morris Harris
Texas
$4.97M +$3.56M +60,538 +253%
ANTB
565
AMG National Trust Bank
Colorado
$4.96M -$124K -1,675 -2%
VV
566
Verity & Verity
South Carolina
$4.94M -$2.23M -30,081 -31%
AAF
567
Andra AP-fonden
Sweden
$4.94M -$854K -11,500 -15%
TCM
568
Twin Capital Management
Pennsylvania
$4.91M -$4.21M -56,668 -46%
EGA
569
Eagle Global Advisors
Texas
$4.87M +$114K +1,535 +2%
WAS
570
Wealth Advisory Solutions
Indiana
$4.85M +$4.85M +65,226 New
CWM
571
Cabot Wealth Management
Massachusetts
$4.83M -$29.2K -393 -0.6%
EOJOAM
572
E. Ohman J:or Asset Management
Sweden
$4.82M +$485K +6,525 +11%
FFG
573
Frisch Financial Group
New York
$4.81M +$122K +1,636 +3%
MHI
574
Miller Howard Investments
New York
$4.77M -$4.53M -60,935 -49%
GCM
575
Garland Capital Management
Washington
$4.76M +$7.43K +100 +0.2%
21 22
23
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