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 %
CCM
626
Cinctive Capital Management
New York
$3.96M +$2.2M +33,879 +125%
SPC
627
Sigma Planning Corp
Michigan
$3.96M +$71.7K +1,103 +2%
CTA
628
Carillon Tower Advisers
Florida
$3.95M +$1.7M +26,200 +76%
MWM
629
Madison Wealth Management
Ohio
$3.95M +$528K +8,131 +15%
DY
630
Dowling & Yahnke
California
$3.95M +$421K +6,474 +12%
BWM
631
Buckley Wealth Management
Nevada
$3.94M +$294K +4,527 +8%
BCB
632
Brian C. Broderick
$3.93M +$14.3K +220 +0.4%
BRWA
633
B. Riley Wealth Advisors
Florida
$3.92M +$21.6K +332 +0.6%
LG
634
Leuthold Group
Minnesota
$3.92M -$104K -1,595 -3%
AF
635
Alerus Financial
North Dakota
$3.91M +$581K +8,936 +17%
CIC
636
Cornercap Investment Counsel
Georgia
$3.91M +$46.7K +719 +1%
LPT
637
Legacy Private Trust
Wisconsin
$3.9M +$385K +5,920 +11%
AAIM
638
American Assets Investment Management
California
$3.9M +$1.62M +25,000 +71%
AM
639
Atwater Malick
Pennsylvania
$3.84M +$126K +1,936 +3%
QT
640
Quantbot Technologies
New York
$3.84M +$3.84M +59,109 New
BAM
641
Blueshift Asset Management
New Jersey
$3.82M +$1.85M +28,469 +94%
HL
642
HeadInvest LLC
Maine
$3.82M +$301K +4,635 +9%
UF
643
Univest Financial
Pennsylvania
$3.81M -$131K -2,013 -3%
NPT
644
Nixon Peabody Trust
Massachusetts
$3.81M +$18.2K +280 +0.5%
LD
645
Lipe & Dalton
New York
$3.8M -$6.37K -98 -0.2%
IMOV
646
Investment Management of Virginia
Virginia
$3.8M +$2.09M +32,230 +122%
EM
647
Excalibur Management
Massachusetts
$3.8M +$86.9K +1,338 +2%
Daiwa Securities Group
648
Daiwa Securities Group
Japan
$3.79M – – –
SG Americas Securities
649
SG Americas Securities
New York
$3.75M -$4.51M -69,380 -55%
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.7M -$3.47M -53,453 -48%
24 25
26
27 28