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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 %
B
601
Bailard
California
$4.38M +$1.2M +16,138 +38%
MA
602
MUFG Americas
New York
$4.37M +$365K +4,911 +9%
WC
603
Whitnell & Co
Illinois
$4.33M +$167K +2,250 +4%
SIP
604
Stoneridge Investment Partners
Pennsylvania
$4.32M -$59.4K -800 -1%
NPT
605
Nixon Peabody Trust
Massachusetts
$4.32M -$273K -3,676 -6%
PAIM
606
Punch & Associates Investment Management
Minnesota
$4.31M -$89.9K -1,210 -2%
CSS
607
Cubist Systematic Strategies
Connecticut
$4.3M +$2.95M +39,731 +219%
BCV
608
Banque Cantonale Vaudoise
Switzerland
$4.29M +$4.29M +57,752 New
CI
609
CX Institutional
Indiana
$4.27M -$189K -2,549 -4%
GA
610
GFS Advisors
Texas
$4.21M -$297 -4 -0%
DY
611
Dowling & Yahnke
California
$4.2M +$98.8K +1,330 +2%
ASN
612
Advisory Services Network
Georgia
$4.19M +$584K +7,867 +16%
BFEC
613
Benjamin F. Edwards & Company
Missouri
$4.19M +$337K +4,537 +9%
BCCM
614
Bridge Creek Capital Management
Massachusetts
$4.13M -$113K -1,520 -3%
ASA
615
Armstrong Shaw Associates
Connecticut
$4.12M -$367K -4,945 -8%
VFA
616
Voya Financial Advisors
Connecticut
$4.12M +$341K +4,627 +9%
WIC
617
WealthBridge Investment Counsel
Alberta, Canada
$4.1M +$4.1M +55,185 New
TC
618
TownSquare Capital
Utah
$4.09M -$133K -1,791 -3%
BWM
619
Buckley Wealth Management
Nevada
$4.05M -$299K -4,029 -7%
WIA
620
Westbourne Investment Advisors
Maryland
$4.03M -$218K -2,935 -5%
AAS
621
Avantax Advisory Services
Texas
$4.02M +$2.12M +28,488 +111%
EM
622
Excalibur Management
Massachusetts
$4.01M +$500K +6,726 +14%
SFS
623
Sowell Financial Services
Arkansas
$3.99M -$39.3K -529 -1%
IIC
624
Ironwood Investment Counsel
Arizona
$3.97M +$79.1K +1,065 +2%
FAM
625
Fred Alger Management
New York
$3.96M -$1.7M -22,863 -30%
23 24
25
26 27