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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 %
EIA
701
Eastover Investment Advisors
North Carolina
$3.22M +$133K +2,046 +4%
TI
702
Truepoint Inc
Ohio
$3.21M +$347K +5,337 +12%
MMA
703
Miracle Mile Advisors
California
$3.2M +$2.66M +40,874 +484%
AMG
704
Advisors Management Group
Wisconsin
$3.2M -$99.9K -1,537 -3%
BBNA
705
Bremer Bank National Association
Minnesota
$3.19M -$119K -1,835 -4%
GP
706
Girard Partners
Pennsylvania
$3.16M -$447K -6,886 -12%
EOJOAM
707
E. Ohman J:or Asset Management
Sweden
$3.13M +$143K +2,200 +5%
WIA
708
Westbourne Investment Advisors
Maryland
$3.13M -$334K -5,140 -10%
ISL
709
Ingalls & Snyder LLC
New York
$3.13M +$79K +1,216 +3%
CWM
710
Concentric Wealth Management
California
$3.11M +$274K +4,215 +10%
WSC
711
Wellington Shields & Co
New York
$3.1M -$39K -600 -1%
Wealthfront Advisers
712
Wealthfront Advisers
California
$3.08M +$461K +7,103 +18%
SWK
713
Stephen W. Kidder
$3.07M -$650 -10 -0%
EWM
714
Evercore Wealth Management
New York
$3.06M -$329K -5,058 -10%
SWM
715
Stockman Wealth Management
Montana
$3.06M -$15K -231 -0.5%
HCA
716
Horan Capital Advisors
Ohio
$3.05M -$9.75K -150 -0.3%
VFA
717
Voya Financial Advisors
Connecticut
$3.05M +$29.8K +463 +1%
UR
718
USCA RIA
Texas
$3.03M +$36.3K +559 +1%
PAI
719
Pittenger & Anderson Inc
Nebraska
$3.02M +$2.64M +40,650 +695%
PCIA
720
Prime Capital Investment Advisors
Kansas
$3M +$1.96M +30,123 +188%
HW
721
Hancock Whitney
Mississippi
$3M -$73.5K -1,132 -2%
LSPW
722
Lake Street Private Wealth
Illinois
$2.98M +$49.2K +758 +2%
Fisher Asset Management
723
Fisher Asset Management
Washington
$2.97M +$2.59M +39,828 +677%
WIS
724
Wright Investors Service
Connecticut
$2.96M +$374K +5,762 +14%
CCM
725
Cadence Capital Management
Massachusetts
$2.95M +$626K +9,636 +27%
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