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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
VIA
676
Vident Investment Advisory
Georgia
$3.38M -$78.4K -1,207 -2%
NB
677
NBT Bank
New York
$3.38M +$154K +2,366 +5%
SAM
678
Selway Asset Management
$3.37M +$32.5K +500 +1%
CA
679
Cetera Advisors
Colorado
$3.37M -$161K -2,471 -5%
AWA
680
ARS Wealth Advisors
Florida
$3.37M +$2.79M +42,881 +481%
BIC
681
Beach Investment Counsel
Pennsylvania
$3.36M -$55.5K -855 -2%
TC
682
TownSquare Capital
Utah
$3.35M +$25.3K +404 +0.8%
BCV
683
Banque Cantonale Vaudoise
Switzerland
$3.34M +$257K +3,950 +8%
BWL
684
Bogart Wealth LLC
Virginia
$3.33M +$178K +2,742 +6%
EFIC
685
Eliot Finkel Investment Counsel
California
$3.32M – – –
WTC
686
WhitTier Trust Company
Nevada
$3.31M -$68.3K -1,051 -2%
HSA
687
Hussman Strategic Advisors
Maryland
$3.3M +$1.63M +25,100 +97%
PLFAM
688
Pineno Levin & Ford Asset Management
Virginia
$3.29M -$16.2K -250 -0.5%
MCM
689
Marathon Capital Management
Maryland
$3.29M +$74.1K +1,141 +2%
MM
690
Meridian Management
Arkansas
$3.27M -$715 -11 -0%
ASA
691
Armstrong Shaw Associates
Connecticut
$3.27M -$302K -4,647 -8%
VFA
692
Valeo Financial Advisors
Indiana
$3.27M +$82.8K +1,274 +3%
HBT
693
Hills Bank & Trust
Iowa
$3.27M +$93.6K +1,441 +3%
MA
694
Menlo Advisors
California
$3.27M +$3.27M +50,257 New
MSE
695
MUFG Securities EMEA
United Kingdom
$3.25M -$23.4M -360,000 -88%
NME
696
Notis-McConarty Edward
$3.24M +$24.7K +380 +0.8%
V
697
Veritable
Delaware
$3.24M -$93.8K -1,444 -3%
TCM
698
Twin Capital Management
Pennsylvania
$3.23M -$1.04M -15,986 -24%
PVWM
699
Point View Wealth Management
New Jersey
$3.23M +$1.1K +17 +0%
TFA
700
Toth Financial Advisory
Virginia
$3.23M +$279K +4,293 +9%
26 27
28
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