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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 %
GP
676
Girard Partners
Pennsylvania
$3.56M +$111K +1,499 +3%
MC
677
MRJ Capital
New York
$3.55M +$7.43K +100 +0.2%
BWL
678
Bogart Wealth LLC
Virginia
$3.54M +$74.2K +999 +2%
WSC
679
Wellington Shields & Co
New York
$3.53M +$1.18M +15,925 +50%
MBTD
680
Mechanics Bank - Trust Department
California
$3.53M -$64.9K -874 -2%
ISL
681
Ingalls & Snyder LLC
New York
$3.53M -$19.5K -262 -0.5%
FCI
682
Financial Counselors Inc
Kansas
$3.53M +$57.9K +779 +2%
SWK
683
Stephen W. Kidder
$3.52M -$52.1K -701 -1%
VCM
684
Vision Capital Management
Oregon
$3.51M -$29.6K -398 -0.8%
PLFAM
685
Pineno Levin & Ford Asset Management
Virginia
$3.5M -$78.7K -1,059 -2%
BWM
686
BerganKDV Wealth Management
Minnesota
$3.5M -$8.32K -112 -0.2%
BF
687
BOK Financial
Oklahoma
$3.49M +$173K +2,331 +5%
LOPW
688
Live Oak Private Wealth
North Carolina
$3.48M +$3.48M +46,783 New
HWM
689
Hohimer Wealth Management
Washington
$3.46M +$3.46M +46,614 New
PVWM
690
Point View Wealth Management
New Jersey
$3.46M +$121K +1,633 +4%
MCM
691
Mengis Capital Management
Oregon
$3.45M +$239K +3,220 +7%
MCMT
692
Moon Capital Management (Tennessee)
Tennessee
$3.45M -$1.51M -20,361 -30%
MIG
693
McGuire Investment Group
Rhode Island
$3.45M -$279K -3,752 -7%
GIA
694
GHP Investment Advisors
Colorado
$3.45M +$193K +2,603 +6%
HBT
695
Hills Bank & Trust
Iowa
$3.42M +$5.65K +76 +0.2%
BB
696
Busey Bank
Illinois
$3.42M -$4.01K -54 -0.1%
BC
697
Burney Company
Virginia
$3.41M -$228K -3,075 -6%
FHB
698
First Hawaiian Bank
Hawaii
$3.39M -$673K -9,063 -17%
AMI
699
Amica Mutual Insurance
Rhode Island
$3.37M – – –
HCA
700
Horan Capital Advisors
Ohio
$3.36M -$55.8K -751 -2%
26 27
28
29 30