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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 %
EWM
651
Edge Wealth Management
New York
$3.25M -$851K -14,432 -21%
BCCM
652
Bridge Creek Capital Management
Massachusetts
$3.25M -$42.6K -718 -1%
GA
653
GFS Advisors
Texas
$3.25M -$119K -2,000 -4%
IWA
654
IBEX Wealth Advisors
New Jersey
$3.23M +$3.23M +54,445 New
FTC
655
Farmers Trust Company
Ohio
$3.22M +$244K +4,119 +8%
CA
656
Cetera Advisors
Colorado
$3.22M +$255K +4,293 +9%
DY
657
Dowling & Yahnke
California
$3.22M -$133K -2,241 -4%
LPT
658
Legacy Private Trust
Wisconsin
$3.21M +$838K +14,125 +35%
HL
659
HeadInvest LLC
Maine
$3.21M +$2.83M +47,699 +745%
MCM
660
Mengis Capital Management
Oregon
$3.19M +$430K +7,250 +16%
PL
661
Perpetual Ltd
Australia
$3.17M +$2.45M +41,290 +339%
TC
662
TownSquare Capital
Utah
$3.17M -$116K -1,944 -4%
WIA
663
Westbourne Investment Advisors
Maryland
$3.17M -$54.5K -918 -2%
VIA
664
Vident Investment Advisory
Georgia
$3.16M +$1.73M +29,108 +120%
AP
665
Advisor Partners
California
$3.13M +$161K +2,721 +5%
MWM
666
Madison Wealth Management
Ohio
$3.12M +$79.1K +1,334 +3%
BIC
667
Beach Investment Counsel
Pennsylvania
$3.12M +$101K +1,700 +3%
LBC
668
Lawrence B. Cohen
$3.1M +$60.7K +1,024 +2%
EWM
669
Evercore Wealth Management
New York
$3.1M +$48.9K +824 +2%
WTC
670
WhitTier Trust Company
Nevada
$3.09M +$172K +2,899 +6%
CPA
671
Court Place Advisors
Maryland
$3.07M +$589K +9,920 +24%
SAM
672
Selway Asset Management
$3.05M -$83.7K -1,410 -3%
AF
673
Alerus Financial
North Dakota
$3.04M +$1.13M +18,973 +59%
V
674
Veritable
Delaware
$3.04M +$28.7K +483 +1%
EFIC
675
Eliot Finkel Investment Counsel
California
$3.03M -$56.4K -950 -2%
25 26
27
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