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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
601
WealthBridge Investment Counsel
Alberta, Canada
$3.81M +$159K +2,725 +4%
WLPWM
602
Walled Lake Planning & Wealth Management
Illinois
$3.81M -$23.9K -409 -0.6%
BOTW
603
Bank of the West
California
$3.81M -$503K -8,606 -12%
Kayne Anderson Rudnick Investment Management
604
Kayne Anderson Rudnick Investment Management
California
$3.8M -$142K -2,439 -4%
SPC
605
Sigma Planning Corp
Michigan
$3.8M +$240K +4,114 +7%
WAM
606
World Asset Management
Michigan
$3.76M -$318K -5,451 -8%
1832 Asset Management
607
1832 Asset Management
Ontario, Canada
$3.75M -$7.25K -125 -0.2%
AWA
608
ARS Wealth Advisors
Florida
$3.75M +$724K +12,403 +24%
MJP
609
Michael J. Puzo
$3.74M +$51K +873 +1%
CK
610
Cohen Klingenstein
New York
$3.73M – – –
AAF
611
Andra AP-fonden
Sweden
$3.73M -$1.72M -29,500 -32%
WS
612
Wedbush Securities
California
$3.72M +$134K +2,286 +4%
SHGA
613
Sand Hill Global Advisors
California
$3.67M -$32.9K -563 -0.9%
BRM
614
Boston Research & Management
Massachusetts
$3.66M -$92.8K -1,590 -2%
MM
615
Meridian Management
Arkansas
$3.65M +$713K +12,210 +24%
Acadian Asset Management
616
Acadian Asset Management
Massachusetts
$3.64M +$1.75M +29,951 +93%
GCM
617
Garland Capital Management
Washington
$3.64M -$8.76K -150 -0.2%
WP
618
Woodline Partners
California
$3.59M +$3.59M +61,476 New
BCB
619
Brian C. Broderick
$3.57M +$42.1K +721 +1%
NPT
620
Nixon Peabody Trust
Massachusetts
$3.57M +$150K +2,577 +4%
AM
621
Atwater Malick
Pennsylvania
$3.57M +$112K +1,917 +3%
MWM
622
Madison Wealth Management
Ohio
$3.53M -$14K -240 -0.4%
MCM
623
Mengis Capital Management
Oregon
$3.53M +$247K +4,233 +8%
AAIM
624
American Assets Investment Management
California
$3.5M – – –
DY
625
Dowling & Yahnke
California
$3.49M -$54.1K -926 -2%
23 24
25
26 27