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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 %
HAI
576
Hennessy Advisors Inc
California
$4.2M +$23.7K +400 +0.6%
FVCM
577
F&V Capital Management
Florida
$4.18M -$6.53K -110 -0.2%
SCP
578
Shorepoint Capital Partners
Massachusetts
$4.15M -$174K -2,926 -4%
LDB
579
Lee, Danner & Bass
Tennessee
$4.1M +$465K +7,844 +13%
OMC
580
Overbrook Management Corp
New York
$4.08M +$4.08M +68,709 New
RWM
581
Rench Wealth Management
Texas
$4.06M +$30.1K +508 +0.7%
EGA
582
Eagle Global Advisors
Texas
$4.04M +$153K +2,572 +4%
JAM
583
Jolley Asset Management
North Carolina
$4.04M +$23.8K +401 +0.6%
M
584
MOTCO
Texas
$4.01M +$212K +3,578 +6%
BKA
585
Brick & Kyle Associates
Pennsylvania
$4M -$81.3K -1,371 -2%
B
586
Bailard
California
$4M +$504K +8,501 +14%
JWM
587
Jupiter Wealth Management
Colorado
$4M +$4M +66,985 New
NSIM
588
North Star Investment Management
Illinois
$4M +$28.6K +482 +0.7%
AIM
589
ARGA Investment Management
Connecticut
$3.99M +$1.13K +19 +0%
AAS
590
Avantax Advisory Services
Texas
$3.99M +$780K +13,140 +24%
MCMT
591
Moon Capital Management (Tennessee)
Tennessee
$3.99M +$1.23M +20,754 +45%
CC
592
Courier Capital
New York
$3.97M -$317K -5,264 -7%
HC
593
HNP Capital
New York
$3.97M +$2.84M +47,133 +250%
WLPWM
594
Walled Lake Planning & Wealth Management
Illinois
$3.93M -$60.5K -1,020 -2%
BC
595
Barnett & Company
Tennessee
$3.93M -$219K -3,700 -5%
SSA
596
Schonfeld Strategic Advisors
New York
$3.92M +$3.92M +66,084 New
PI
597
Parkside Investments
Illinois
$3.91M +$819K +13,813 +27%
TCM
598
Twin Capital Management
Pennsylvania
$3.9M -$17.4K -294 -0.4%
Nomura Holdings
599
Nomura Holdings
Japan
$3.88M -$4.25M -69,538 -52%
CWM
600
Cabot Wealth Management
Massachusetts
$3.86M +$3.56K +60 +0.1%
22 23
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