CVS icon

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 %
M
576
MOTCO
Texas
$4.75M -$141K -1,896 -3%
DSC
577
Duncker Streett & Co
Missouri
$4.75M +$77.2K +1,039 +2%
CK
578
Cohen Klingenstein
New York
$4.75M – – –
TF
579
TIAA FSB
Florida
$4.73M +$17.2K +232 +0.4%
LW
580
Linscomb Wealth
Texas
$4.72M +$12.6K +170 +0.3%
CIC
581
Cornercap Investment Counsel
Georgia
$4.71M -$143K -1,920 -3%
JPMIA
582
J.P. Marvel Investment Advisors
Massachusetts
$4.71M +$713K +9,593 +18%
BRM
583
Boston Research & Management
Massachusetts
$4.7M -$75.5K -1,017 -2%
BBA
584
BLB&B Advisors
Pennsylvania
$4.69M +$1.47M +19,843 +46%
BIMC
585
Benson Investment Management Company
Virginia
$4.68M +$5.2K +70 +0.1%
CA
586
Callahan Advisors
Texas
$4.67M +$1.36M +18,288 +41%
MJP
587
Michael J. Puzo
$4.63M -$1.04K -14 -0%
SPC
588
Sigma Planning Corp
Michigan
$4.61M -$267K -3,597 -5%
LSERS
589
Louisiana State Employees Retirement System
Louisiana
$4.59M -$52K -700 -1%
TNB
590
TCF National Bank
South Dakota
$4.57M -$333K -4,483 -7%
LDB
591
Lee, Danner & Bass
Tennessee
$4.56M +$1.11M +14,900 +32%
ICM
592
Invenomic Capital Management
Massachusetts
$4.51M +$4.51M +60,718 New
OAM
593
Oak Asset Management
California
$4.5M -$48.3K -650 -1%
KCM
594
Kanawha Capital Management
Virginia
$4.5M +$97.6K +1,314 +2%
ZIM
595
Zacks Investment Management
Illinois
$4.47M +$4.47M +60,176 New
BCB
596
Brian C. Broderick
$4.46M +$19.6K +264 +0.4%
VMPIC
597
Varma Mutual Pension Insurance Co
Finland
$4.46M – – –
LD
598
Lipe & Dalton
New York
$4.43M +$129K +1,731 +3%
CRB
599
Chad R. Baker
$4.4M +$4.4M +59,180 New
SHGA
600
Sand Hill Global Advisors
California
$4.38M +$692K +9,316 +19%
22 23
24
25 26