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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
576
Hillman Capital Management
Maryland
$4.61M +$1.17K +18 +0%
O
577
Ossiam
France
$4.61M +$4.56M +70,213 +10,280%
SWM
578
SeaCrest Wealth Management
New York
$4.59M -$191K -2,934 -4%
BPM
579
Bowling Portfolio Management
Ohio
$4.59M -$67.9K -1,045 -1%
AFWM
580
AMJ Financial Wealth Management
Virginia
$4.58M +$4.58M +70,501 New
WAM
581
World Asset Management
Michigan
$4.54M -$1.57M -24,187 -26%
JWM
582
Jupiter Wealth Management
Colorado
$4.53M +$253K +3,955 +6%
HAI
583
Hennessy Advisors Inc
California
$4.52M -$78K -1,200 -2%
CC
584
Cipher Capital
New York
$4.49M +$4.49M +69,145 New
IIC
585
Ironwood Investment Counsel
Arizona
$4.46M +$741K +11,412 +20%
EGA
586
Eagle Global Advisors
Texas
$4.46M +$33.2K +511 +0.8%
RWM
587
Rench Wealth Management
Texas
$4.44M -$8.51K -131 -0.2%
PWAG
588
Polaris Wealth Advisory Group
California
$4.43M +$4.43M +68,630 New
Kayne Anderson Rudnick Investment Management
589
Kayne Anderson Rudnick Investment Management
California
$4.38M -$1.09M -16,777 -20%
BKA
590
Brick & Kyle Associates
Pennsylvania
$4.37M +$35.3K +550 +0.8%
KCM
591
Kanawha Capital Management
Virginia
$4.35M +$162K +2,490 +4%
PAIM
592
Punch & Associates Investment Management
Minnesota
$4.31M +$472K +7,263 +12%
HW
593
Hamilton Wealth
California
$4.29M +$204K +3,146 +5%
M
594
MOTCO
Texas
$4.29M -$104K -1,598 -2%
SCP
595
Shorepoint Capital Partners
Massachusetts
$4.28M -$268K -4,121 -6%
CAM
596
Cozad Asset Management
Illinois
$4.28M +$418K +6,433 +11%
WLPWM
597
Walled Lake Planning & Wealth Management
Illinois
$4.27M -$42K -647 -1%
AIM
598
ARGA Investment Management
Connecticut
$4.24M -$132K -2,031 -3%
FFG
599
Frisch Financial Group
New York
$4.22M -$525K -8,087 -11%
1832 Asset Management
600
1832 Asset Management
Ontario, Canada
$4.21M +$1.03M +15,815 +32%
22 23
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