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CVS Health
CVS

Overview Fund Activity

1,680 hedge funds and large institutions have $63.8B invested in CVS Health in 2019 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 771 increasing their positions, 625 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,680
Holders Change
+29
Holders Change %
+1.76%
% of All Funds
36.9%
Holding in Top 10
84
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+75%
% of All Funds
1.84%
New
137
Increased
771
Reduced
625
Closed
95
Calls
$1.5B
Puts
$1.35B
Net Calls
+$150M
Net Calls Change
+$441M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
2
BlackRock
BlackRock
New York
+$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163M
4
CS
Credit Suisse
Switzerland
+$151M
5
Capital International Investors
Capital International Investors
California
+$108M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$349M
2
Franklin Resources
Franklin Resources
California
-$180M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$169M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$146M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
701
Regal Investment Advisors
Michigan
$2.72M +$2.11M +33,491 +350%
B
702
Bailard
California
$2.7M +$5.55K +88 +0.2%
CB
703
Cadence Bank
Mississippi
$2.69M +$91.3K +1,447 +4%
PFA
704
Paradigm Financial Advisors
Missouri
$2.68M -$906K -14,362 -25%
BHWA
705
Beacon Harbor Wealth Advisors
Virginia
$2.66M -$680K -10,492 -20%
DCM
706
Dupont Capital Management
Delaware
$2.66M -$1.6M -25,363 -38%
GIM
707
Groesbeck Investment Management
New Jersey
$2.65M +$1.83K +29 +0.1%
FB
708
Fulton Bank
Pennsylvania
$2.64M +$1.89K +30 +0.1%
ASN
709
Advisory Services Network
Georgia
$2.64M – – –
FM
710
Foster & Motley
Ohio
$2.63M -$122K -1,930 -4%
Wealthfront Advisers
711
Wealthfront Advisers
California
$2.61M +$1.03M +16,360 +66%
WIA
712
Wealthstreet Investment Advisors
Texas
$2.59M +$93.9K +1,425 +4%
CPA
713
Capital Planning Advisors
California
$2.59M +$2.12M +33,586 +453%
BCFS
714
Butensky & Cohen Financial Security
Florida
$2.56M +$227K +3,595 +10%
SC
715
SouthState Corp
Florida
$2.55M -$500K -7,925 -16%
AP
716
Advisor Partners
California
$2.54M +$374K +5,930 +17%
CI
717
Cigna Investments
Connecticut
$2.53M +$130K +1,962 +5%
GAB
718
German American Bancorp
Indiana
$2.53M +$43K +682 +2%
CAM
719
Costello Asset Management
Pennsylvania
$2.53M -$127K -2,015 -5%
S
720
Seeyond
France
$2.52M -$1.32M -20,981 -34%
BC
721
Bartlett & Co
Ohio
$2.52M -$95.3K -1,511 -4%
AA
722
Altman Advisors
Illinois
$2.52M +$2.52M +40,017 New
BCWM
723
Bartlett & Co Wealth Management
Ohio
$2.52M -$95.3K -1,511 -4%
UM
724
Ulysses Management
New York
$2.52M – – –
WAM
725
Wolverine Asset Management
Illinois
$2.52M +$1.26M +20,000 +100%
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