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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 %
NCM
651
Narwhal Capital Management
Georgia
$3.76M -$54.6K -735 -1%
FIM
652
Fernwood Investment Management
Massachusetts
$3.76M -$15.7K -212 -0.4%
WS
653
Wedbush Securities
California
$3.76M -$249K -3,350 -6%
NMIMC
654
Northwestern Mutual Investment Management Company
Wisconsin
$3.75M +$75.1K +1,011 +2%
Mercer Global Advisors
655
Mercer Global Advisors
Colorado
$3.73M -$343K -4,622 -8%
FTC
656
Farmers Trust Company
Ohio
$3.73M -$741K -9,974 -17%
JIR
657
James Investment Research
Ohio
$3.72M +$2.76M +37,204 +289%
BCM
658
Bluefin Capital Management
New York
$3.72M +$3.72M +50,080 New
CA
659
Cetera Advisors
Colorado
$3.72M +$130K +1,752 +4%
LC
660
Loews Corp
New York
$3.72M -$1.49M -20,000 -29%
HVC
661
Healthcare Value Capital
New Jersey
$3.72M – – –
MM
662
Meridian Management
Arkansas
$3.71M +$39.7K +535 +1%
BBNA
663
Bremer Bank National Association
Minnesota
$3.7M -$40.6K -546 -1%
OC
664
Oarsman Capital
Wisconsin
$3.7M +$56.2K +756 +2%
NB
665
NBT Bank
New York
$3.7M +$28.9K +389 +0.8%
DFA
666
Delta Financial Advisors
Louisiana
$3.69M -$309K -4,154 -8%
EVC
667
Eidelman Virant Capital
Missouri
$3.68M +$438K +5,900 +14%
AMG
668
Advisors Management Group
Wisconsin
$3.65M +$74 +1 +0%
Jane Street
669
Jane Street
New York
$3.65M -$7.36M -99,036 -67%
WTC
670
WhitTier Trust Company
Nevada
$3.65M +$162K +2,186 +5%
NME
671
Notis-McConarty Edward
$3.62M -$208K -2,800 -5%
VWA
672
Visionary Wealth Advisors
Illinois
$3.62M +$3.62M +48,745 New
TFA
673
Toth Financial Advisory
Virginia
$3.61M +$342K +4,610 +10%
BCM
674
Birch Capital Management
Texas
$3.58M +$3.58M +48,151 New
BCM
675
Bayesian Capital Management
New York
$3.57M -$1.6M -21,600 -31%
25 26
27
28 29