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CVS Health
CVS

Overview Fund Activity

1,704 hedge funds and large institutions have $55B invested in CVS Health in 2019 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 855 increasing their positions, 595 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
-72
Holders Change %
-4.05%
% of All Funds
36.94%
Holding in Top 10
35
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-57.83%
% of All Funds
0.76%
New
148
Increased
855
Reduced
595
Closed
198
Calls
$1.12B
Puts
$1.44B
Net Calls
-$324M
Net Calls Change
-$683M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$239M
2
Capital International Investors
Capital International Investors
California
+$216M
3
Dodge & Cox
Dodge & Cox
California
+$205M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
5
State Street
State Street
Massachusetts
+$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$591M
2
GCM
Glenview Capital Management
New York
-$556M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$432M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
CYG
601
Clean Yield Group
Vermont
$3.34M +$1.28M +23,720 +62%
SFWA
602
Summit Financial Wealth Advisors
Louisiana
$3.33M +$1.27M +24,045 +62%
SFM
603
Systematic Financial Management
New Jersey
$3.32M -$243K -4,505 -7%
EP
604
Elkfork Partners
Oregon
$3.32M -$1.9M -35,168 -36%
PFA
605
Paradigm Financial Advisors
Missouri
$3.28M +$700K +12,974 +27%
ASA
606
Armstrong Shaw Associates
Connecticut
$3.26M +$1.26M +23,275 +63%
WCA
607
Windsor Creek Advisors
Vermont
$3.25M +$328K +6,077 +11%
GCM
608
Garland Capital Management
Washington
$3.25M +$13.5K +250 +0.4%
VCM
609
Vision Capital Management
Oregon
$3.25M +$49.1K +910 +2%
HJA
610
Hugh Johnson Advisors
New York
$3.25M -$48K -889 -1%
VMPIC
611
Varma Mutual Pension Insurance Co
Finland
$3.24M +$3.24M +60,000 New
UF
612
Univest Financial
Pennsylvania
$3.23M +$1.2M +22,200 +59%
VBFG
613
Vishria Bird Financial Group
Tennessee
$3.23M -$42.7K -792 -1%
AOWM
614
Alpha Omega Wealth Management
Virginia
$3.22M +$827K +15,330 +35%
MC
615
Miramar Capital
Illinois
$3.21M -$14.6K -270 -0.5%
SCI
616
SkyBridge Capital II
New York
$3.2M -$432K -8,009 -12%
PAIM
617
Punch & Associates Investment Management
Minnesota
$3.14M +$78.7K +1,460 +3%
AA
618
Ancora Advisors
Ohio
$3.12M -$109K -2,018 -3%
BG
619
Bellevue Group
Switzerland
$3.11M +$1.72M +31,802 +123%
OIM
620
Opus Investment Management
Massachusetts
$3.07M – – –
MCMT
621
Moon Capital Management (Tennessee)
Tennessee
$3.06M +$80.9K +1,500 +3%
NSIM
622
North Star Investment Management
Illinois
$3.06M +$351K +6,505 +13%
Millennium Management
623
Millennium Management
New York
$3.06M -$205M -3,802,397 -99%
KRS
624
Kentucky Retirement Systems
Kentucky
$3.06M +$24.6K +457 +0.8%
LBC
625
Lowe Brockenbrough & Co
Virginia
$3.06M +$474K +8,790 +18%
23 24
25
26 27