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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 %
PAIM
626
Punch & Associates Investment Management
Minnesota
$3.51M +$64.7K +1,091 +2%
LD
627
Lipe & Dalton
New York
$3.48M -$55.6K -937 -2%
FWM
628
Frontier Wealth Management
Missouri
$3.47M +$2.42M +40,834 +231%
OAM
629
Oak Asset Management
California
$3.46M -$131K -2,200 -4%
NPT
630
Nixon Peabody Trust
Massachusetts
$3.46M +$8.48K +143 +0.2%
BFEC
631
Benjamin F. Edwards & Company
Missouri
$3.45M +$106K +1,789 +3%
NC
632
Nicholas Company
Wisconsin
$3.44M +$1.79M +30,205 +109%
LOAMU
633
Lombard Odier Asset Management (USA)
New York
$3.41M +$356K +6,000 +12%
AWM
634
AE Wealth Management
Kansas
$3.41M +$1.46M +24,629 +75%
SFS
635
Sowell Financial Services
Arkansas
$3.41M +$217K +3,653 +7%
IIC
636
Ironwood Investment Counsel
Arizona
$3.4M +$229K +3,852 +7%
AM
637
Atwater Malick
Pennsylvania
$3.4M +$255K +4,298 +8%
MAM
638
Meeder Asset Management
Ohio
$3.4M +$1.98M +33,355 +140%
EM
639
Excalibur Management
Massachusetts
$3.39M +$190K +3,208 +6%
WS
640
Wedbush Securities
California
$3.38M +$378K +6,376 +13%
BWM
641
BerganKDV Wealth Management
Minnesota
$3.38M +$586K +9,883 +21%
BF
642
BOK Financial
Oklahoma
$3.38M +$592K +9,971 +21%
BWM
643
Buckley Wealth Management
Nevada
$3.33M +$92.8K +1,565 +3%
LOPW
644
Live Oak Private Wealth
North Carolina
$3.32M +$543K +9,146 +20%
GP
645
Girard Partners
Pennsylvania
$3.29M +$444K +7,485 +16%
BBVA
646
Banco Bilbao Vizcaya Argentaria
Spain
$3.29M +$1.42M +23,894 +76%
LSERS
647
Louisiana State Employees Retirement System
Louisiana
$3.28M -$386K -6,500 -11%
BFIC
648
Bedell Frazier Investment Counselling
California
$3.28M +$3.28M +55,235 New
AC
649
Asio Capital
Kentucky
$3.27M +$206K +3,475 +7%
ASA
650
Armstrong Shaw Associates
Connecticut
$3.26M -$35.2K -593 -1%
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