CVS icon

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 %
NSIM
601
North Star Investment Management
Illinois
$4.2M -$176K -2,710 -4%
KTC
602
Kistler-Tiffany Companies
Pennsylvania
$4.19M +$843K +12,979 +25%
BCM
603
Birch Capital Management
Texas
$4.19M +$329K +5,066 +9%
BRM
604
Boston Research & Management
Massachusetts
$4.18M +$87.8K +1,352 +2%
MAM
605
Meeder Asset Management
Ohio
$4.17M +$457K +7,030 +12%
CC
606
Colrain Capital
Massachusetts
$4.16M -$1.43M -22,000 -26%
MPM
607
Meritage Portfolio Management
Kansas
$4.16M -$505K -7,776 -11%
CK
608
Cohen Klingenstein
New York
$4.15M – – –
CC
609
Courier Capital
New York
$4.15M -$116K -1,799 -3%
BIMC
610
Benson Investment Management Company
Virginia
$4.14M +$16.6K +255 +0.4%
HNB
611
Huntington National Bank
Ohio
$4.14M -$713K -10,970 -15%
OAM
612
Oak Asset Management
California
$4.13M +$338K +5,201 +9%
SHGA
613
Sand Hill Global Advisors
California
$4.11M +$91.7K +1,412 +2%
MJP
614
Michael J. Puzo
$4.1M +$82.8K +1,275 +2%
MCMT
615
Moon Capital Management (Tennessee)
Tennessee
$4.1M -$266K -4,090 -6%
DCM
616
Dupont Capital Management
Delaware
$4.08M +$954K +14,685 +31%
AIA
617
Affinity Investment Advisors
California
$4.07M -$872K -13,419 -18%
WIC
618
WealthBridge Investment Counsel
Alberta, Canada
$4.06M +$833K +12,825 +26%
GCM
619
Garland Capital Management
Washington
$4.05M -$76.3K -1,175 -2%
AP
620
Advisor Partners
California
$4.05M +$621K +9,565 +18%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$4.05M +$272K +4,190 +7%
NCM
622
Narwhal Capital Management
Georgia
$4.04M -$161K -2,485 -4%
BC
623
Barnett & Company
Tennessee
$4.03M -$270K -4,159 -6%
WS
624
Wedbush Securities
California
$3.99M +$287K +4,418 +8%
TF
625
TIAA FSB
Florida
$3.98M -$71.5K -1,101 -2%
23 24
25
26 27