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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 %
MCM
701
Marathon Capital Management
Maryland
$3.36M +$24.1K +325 +0.7%
Luther King Capital Management (LKCM)
702
Luther King Capital Management (LKCM)
Texas
$3.33M +$223 +3 +0%
AUB
703
Atlantic Union Bankshares
Virginia
$3.32M +$88.4K +1,190 +3%
1832 Asset Management
704
1832 Asset Management
Ontario, Canada
$3.3M +$3.21M +43,256 +3,593%
HCM
705
Highlander Capital Management
New Jersey
$3.29M -$18.6K -250 -0.6%
Wealthfront Advisers
706
Wealthfront Advisers
California
$3.27M +$198K +2,671 +6%
TI
707
Truepoint Inc
Ohio
$3.26M +$6.32K +85 +0.2%
FB
708
Fulton Bank
Pennsylvania
$3.25M +$139K +1,870 +4%
IHL
709
Investment House LLC
California
$3.25M -$99K -1,333 -3%
NSEDCP
710
NJ State Employees Deferred Compensation Plan
New Jersey
$3.25M – – –
SCCM
711
Schafer Cullen Capital Management
New York
$3.25M -$110K -1,485 -3%
SLI
712
Sumitomo Life Insurance
Japan
$3.23M +$1.23M +16,546 +61%
SFWA
713
Summit Financial Wealth Advisors
Louisiana
$3.23M -$347K -4,894 -10%
NCM
714
Neumann Capital Management
California
$3.21M -$82.8K -1,115 -3%
ACM
715
Argyle Capital Management
Pennsylvania
$3.2M -$48.3K -650 -1%
PFA
716
Paradigm Financial Advisors
Missouri
$3.18M +$23K +309 +0.7%
IAN
717
Integrated Advisors Network
Texas
$3.15M +$3.15M +42,439 New
CPA
718
Capital Planning Advisors
California
$3.13M +$80.5K +1,084 +3%
CB
719
Cadence Bank
Mississippi
$3.11M -$48.8K -657 -2%
CPA
720
Court Place Advisors
Maryland
$3.11M +$404K +5,442 +15%
SAM
721
Stansberry Asset Management
Texas
$3.08M +$497K +6,688 +19%
CWM
722
Concentric Wealth Management
California
$3.07M +$397K +5,350 +15%
SCM
723
Stevens Capital Management
Pennsylvania
$3.06M +$3.06M +41,192 New
GIM
724
Groesbeck Investment Management
New Jersey
$3.05M -$70.7K -951 -2%
BHWA
725
Beacon Harbor Wealth Advisors
Virginia
$3.05M +$3.05K +41 +0.1%
27 28
29
30 31