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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 %
ASN
676
Advisory Services Network
Georgia
$3.03M -$317K -5,334 -9%
BBNA
677
Bremer Bank National Association
Minnesota
$3.02M +$63.7K +1,074 +2%
PLFAM
678
Pineno Levin & Ford Asset Management
Virginia
$3.02M +$223K +3,760 +8%
CAN
679
Cetera Advisor Networks
California
$3.02M -$112K -1,885 -4%
EVC
680
Eidelman Virant Capital
Missouri
$3.02M +$79.4K +1,338 +3%
AMG
681
Advisors Management Group
Wisconsin
$3.01M +$92.2K +1,555 +3%
BAC
682
Boys Arnold & Co
North Carolina
$3M -$59.4K -1,001 -2%
MM
683
Meridian Management
Arkansas
$2.99M +$24.2K +408 +0.8%
FIM
684
Fernwood Investment Management
Massachusetts
$2.99M -$14.5K -244 -0.5%
FA
685
FMA Advisory
Pennsylvania
$2.99M -$79.2K -1,334 -3%
GIA
686
GHP Investment Advisors
Colorado
$2.98M +$231K +3,890 +8%
VFA
687
Valeo Financial Advisors
Indiana
$2.96M -$236K -3,901 -7%
NB
688
NBT Bank
New York
$2.95M -$771 -13 -0%
1832 Asset Management
689
1832 Asset Management
Ontario, Canada
$2.95M +$278K +4,620 +10%
WIC
690
WealthBridge Investment Counsel
Alberta, Canada
$2.95M -$326K -5,500 -10%
PVWM
691
Point View Wealth Management
New Jersey
$2.95M +$183K +3,077 +7%
VCM
692
Vision Capital Management
Oregon
$2.94M +$136K +2,297 +5%
NME
693
Notis-McConarty Edward
$2.94M +$40.9K +690 +1%
MCM
694
Marathon Capital Management
Maryland
$2.93M +$246K +4,145 +9%
DLCIG
695
D.L. Carlson Investment Group
New Hampshire
$2.92M +$1.2M +20,270 +70%
HBT
696
Hills Bank & Trust
Iowa
$2.9M +$162K +2,727 +6%
BWL
697
Bogart Wealth LLC
Virginia
$2.88M +$52.7K +888 +2%
WSC
698
Wellington Shields & Co
New York
$2.87M +$46K +775 +2%
DCM
699
Dupont Capital Management
Delaware
$2.86M +$492K +8,300 +21%
FCI
700
Financial Counselors Inc
Kansas
$2.83M +$17.3K +291 +0.6%
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