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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 %
KA
601
Kerrisdale Advisers
Florida
$3.86M +$3.86M +65,080 New
NCM
602
Narwhal Capital Management
Georgia
$3.84M +$831K +13,999 +28%
KCM
603
Kanawha Capital Management
Virginia
$3.83M +$236K +3,986 +7%
KTC
604
Kistler-Tiffany Companies
Pennsylvania
$3.83M – – –
CK
605
Cohen Klingenstein
New York
$3.79M – – –
Daiwa Securities Group
606
Daiwa Securities Group
Japan
$3.79M -$254K -4,289 -6%
GCM
607
Garland Capital Management
Washington
$3.77M -$28.2K -475 -0.7%
BIMC
608
Benson Investment Management Company
Virginia
$3.77M +$24.9K +420 +0.7%
BRM
609
Boston Research & Management
Massachusetts
$3.73M -$23.7K -400 -0.6%
HW
610
Hamilton Wealth
California
$3.73M +$3.73M +62,848 New
TNB
611
TCF National Bank
South Dakota
$3.71M +$58.3K +983 +2%
TF
612
TIAA FSB
Florida
$3.7M -$76.8K -1,295 -2%
SHGA
613
Sand Hill Global Advisors
California
$3.67M +$176K +2,969 +5%
LG
614
Leuthold Group
Minnesota
$3.67M +$3.34M +56,306 +1,009%
MJP
615
Michael J. Puzo
$3.67M -$23K -387 -0.6%
HWM
616
Hohimer Wealth Management
Washington
$3.65M +$688K +10,836 +23%
DSC
617
Duncker Streett & Co
Missouri
$3.61M -$186K -3,139 -5%
UF
618
Univest Financial
Pennsylvania
$3.59M +$1.6M +26,907 +80%
BCB
619
Brian C. Broderick
$3.57M +$9.2K +155 +0.3%
BRWA
620
B. Riley Wealth Advisors
Florida
$3.56M +$521K +8,777 +17%
LC
621
Loews Corp
New York
$3.56M +$593K +10,000 +20%
SPC
622
Sigma Planning Corp
Michigan
$3.55M -$135K -2,277 -4%
CIC
623
Cornercap Investment Counsel
Georgia
$3.53M -$233K -3,929 -6%
CAM
624
Cozad Asset Management
Illinois
$3.52M +$1.22M +20,498 +53%
BCM
625
Birch Capital Management
Texas
$3.52M +$664K +11,193 +23%
23 24
25
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