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CVS Health
CVS

Overview Fund Activity

1,595 hedge funds and large institutions have $61.8B invested in CVS Health in 2017 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 503 increasing their positions, 766 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
+67
Holders Change %
+4.38%
% of All Funds
36.23%
Holding in Top 10
37
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-43.94%
% of All Funds
0.84%
New
219
Increased
503
Reduced
766
Closed
136
Calls
$656M
Puts
$1B
Net Calls
-$346M
Net Calls Change
-$223M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$491M
2
AIG
American International Group
New York
+$478M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$458M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
5
GCM
Glenview Capital Management
New York
+$395M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$853M
2
Bank of America
Bank of America
North Carolina
-$755M
3
UBS Group
UBS Group
Switzerland
-$464M
4
LSV Asset Management
LSV Asset Management
Illinois
-$378M
5
AAMU
Amundi Asset Management US
Massachusetts
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
676
Montag & Associates
Georgia
$2.71M -$495K -6,830 -15%
SIC
677
Sigma Investment Counselors
Michigan
$2.7M -$158K -2,174 -6%
CCA
678
Catalyst Capital Advisors
New York
$2.7M -$429K -5,919 -14%
BIMC
679
Benson Investment Management Company
Virginia
$2.68M +$2.68M +36,925 New
KOCAA
680
Knights of Columbus Asset Advisors
Connecticut
$2.67M +$1.43M +19,700 +115%
BRM
681
Boston Research & Management
Massachusetts
$2.66M -$351K -4,847 -12%
OI
682
Oakbrook Investments
Illinois
$2.66M +$2.12M +29,244 +397%
MFG
683
Monte Financial Group
Connecticut
$2.64M +$2.64M +36,431 New
GG
684
Gofen & Glossberg
Illinois
$2.63M -$943K -13,000 -26%
SIP
685
Stoneridge Investment Partners
Pennsylvania
$2.63M -$83.4K -1,151 -3%
BCMO
686
Buckingham Capital Management (Ohio)
Ohio
$2.62M -$414K -5,708 -14%
CTC
687
Central Trust Company
Missouri
$2.62M -$592K -8,160 -18%
MYAM
688
Meiji Yasuda Asset Management
Japan
$2.61M -$81.9K -1,130 -3%
NAM
689
NorthCoast Asset Management
Connecticut
$2.61M +$2.61M +36,010 New
BTIS
690
BB&T Investment Services
North Carolina
$2.61M +$425K +5,856 +19%
AUB
691
Atlantic Union Bankshares
Virginia
$2.59M -$2.19M -30,212 -46%
MSFP
692
Mark Sheptoff Financial Planning
Connecticut
$2.56M -$941K -12,982 -27%
CVM
693
Cheviot Value Management
California
$2.56M -$120K -1,652 -4%
EWA
694
Exencial Wealth Advisors
Oklahoma
$2.54M -$584K -8,056 -19%
WIA
695
Wealthstreet Investment Advisors
Texas
$2.54M +$2.54M +34,960 New
LCM
696
Liberty Capital Management
Michigan
$2.53M -$28.8K -365 -1%
LCM
697
Landscape Capital Management
New Jersey
$2.53M +$2.53M +34,919 New
CFG
698
Citizens Financial Group
Rhode Island
$2.53M -$58.2K -803 -2%
RW
699
Rand Wealth
Maryland
$2.52M -$18.1K -250 -0.7%
SFFS
700
Stonehage Fleming Financial Services
Jersey
$2.52M -$1.21M -16,725 -33%
26 27
28
29 30