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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 %
VWA
701
Visionary Wealth Advisors
Illinois
$2.82M -$68.5K -1,154 -2%
EIA
702
Eastover Investment Advisors
North Carolina
$2.82M +$2.82M +47,456 New
BCV
703
Banque Cantonale Vaudoise
Switzerland
$2.81M -$614K -10,348 -18%
HW
704
Hancock Whitney
Mississippi
$2.81M -$245K -4,127 -8%
SWK
705
Stephen W. Kidder
$2.8M -$6.47K -109 -0.2%
SWM
706
Stockman Wealth Management
Montana
$2.8M +$2.8M +47,254 New
HCA
707
Horan Capital Advisors
Ohio
$2.8M +$109K +1,832 +4%
VFA
708
Voya Financial Advisors
Connecticut
$2.79M -$542K -9,089 -16%
ISL
709
Ingalls & Snyder LLC
New York
$2.79M -$30.8K -519 -1%
CEP
710
Chicago Equity Partners
Illinois
$2.76M +$620K +10,455 +29%
SFS
711
Strategic Financial Services
New York
$2.74M -$405K -6,829 -13%
UR
712
USCA RIA
Texas
$2.73M -$2.78M -46,848 -50%
EOJOAM
713
E. Ohman J:or Asset Management
Sweden
$2.73M -$1.12M -18,800 -29%
BB
714
Busey Bank
Illinois
$2.7M -$30K -506 -1%
PC
715
Permit Capital
Pennsylvania
$2.7M +$2.7M +45,500 New
TFA
716
Toth Financial Advisory
Virginia
$2.69M -$189K -3,191 -7%
AMI
717
Amica Mutual Insurance
Rhode Island
$2.69M – – –
AUB
718
Atlantic Union Bankshares
Virginia
$2.69M +$38.1K +643 +1%
LSPW
719
Lake Street Private Wealth
Illinois
$2.68M +$393K +6,623 +17%
GCC
720
Game Creek Capital
Massachusetts
$2.67M +$2.17M +36,500 +429%
OLA
721
Oliver Luxxe Assets
New Jersey
$2.63M +$928K +15,615 +54%
SLI
722
Sumitomo Life Insurance
Japan
$2.62M +$35.2K +593 +1%
HCM
723
Highlander Capital Management
New Jersey
$2.61M -$14.8K -250 -0.6%
TI
724
Truepoint Inc
Ohio
$2.61M +$12.5K +210 +0.5%
FAM
725
Fred Alger Management
New York
$2.61M -$552K -9,311 -17%
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