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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 %
WIS
626
Wright Investors Service
Connecticut
$3.95M +$464K +6,241 +13%
SFS
627
Strategic Financial Services
New York
$3.93M -$605K -8,140 -13%
AM
628
Atwater Malick
Pennsylvania
$3.93M +$93.5K +1,259 +2%
SWM
629
SeaCrest Wealth Management
New York
$3.93M +$41.8K +563 +1%
VFA
630
Valeo Financial Advisors
Indiana
$3.93M -$130K -1,749 -3%
SAM
631
Selway Asset Management
$3.92M -$78K -1,050 -2%
PAM
632
Panagora Asset Management
Massachusetts
$3.91M -$175K -2,354 -4%
CAN
633
Cetera Advisor Networks
California
$3.9M +$472K +6,384 +14%
PI
634
Parkside Investments
Illinois
$3.87M -$807K -10,863 -17%
EFIC
635
Eliot Finkel Investment Counsel
California
$3.87M +$1.36M +18,350 +54%
AI
636
Atria Investments
North Carolina
$3.86M +$905K +12,185 +31%
FA
637
FMA Advisory
Pennsylvania
$3.84M +$592K +7,964 +18%
BAC
638
Boys Arnold & Co
North Carolina
$3.83M -$285K -3,830 -7%
LOAMU
639
Lombard Odier Asset Management (USA)
New York
$3.83M -$1.93M -26,000 -34%
KTC
640
Kistler-Tiffany Companies
Pennsylvania
$3.83M +$180K +2,419 +5%
HW
641
Hancock Whitney
Mississippi
$3.82M -$23K -310 -0.6%
EWM
642
Evercore Wealth Management
New York
$3.82M +$46.8K +630 +1%
MWM
643
Madison Wealth Management
Ohio
$3.81M +$3.81M +51,294 New
LBC
644
Lawrence B. Cohen
$3.81M +$63.1K +850 +2%
PPCM
645
Pillar Pacific Capital Management
California
$3.81M +$3.81M +51,260 New
BRWA
646
B. Riley Wealth Advisors
Florida
$3.81M +$100K +1,350 +3%
BIC
647
Beach Investment Counsel
Pennsylvania
$3.78M -$82.5K -1,110 -2%
V
648
Veritable
Delaware
$3.77M +$282K +3,796 +8%
HI
649
Horizon Investments
North Carolina
$3.77M +$3.34M +44,913 +768%
AP
650
Advisor Partners
California
$3.77M +$743K +9,866 +25%
24 25
26
27 28