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CVS Health
CVS

Overview Fund Activity

1,209 hedge funds and large institutions have $71.3B invested in CVS Health in 2013 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 424 increasing their positions, 491 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+81
Holders Change %
+7.18%
% of All Funds
35.11%
Holding in Top 10
137
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+65.06%
% of All Funds
3.98%
New
157
Increased
424
Reduced
491
Closed
65
Calls
$355M
Puts
$326M
Net Calls
+$29.3M
Net Calls Change
+$78.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$231M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$217M
3
Boston Partners
Boston Partners
Massachusetts
+$212M
4
Fidelity International
Fidelity International
Bermuda
+$151M
5
State Street
State Street
Massachusetts
+$146M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$621M
2
SAC
Smith Affiliated Capital
New York
-$566M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$324M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$260M
5
DSA
Davis Selected Advisers
Arizona
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
726
Meiji Yasuda Asset Management
Japan
$1.87M -$76.1K -1,063 -4%
DBIA
727
Dumont & Blake Investment Advisors
New Jersey
$1.84M -$646K -9,029 -26%
UAS
728
United Asset Strategies
New York
$1.83M +$343K +4,793 +23%
WMSA
729
Weiss Multi-Strategy Advisers
New York
$1.83M +$1.28M +17,930 +235%
SCM
730
Sterneck Capital Management
Missouri
$1.83M -$1.13M -15,758 -38%
WA
731
WBH Advisory
Maryland
$1.83M +$11.1K +155 +0.6%
RCG
732
Ruane, Cunniff & Goldfarb
New York
$1.82M -$34K -475 -2%
BIM
733
Beach Investment Management
Pennsylvania
$1.81M – – –
DCM
734
Donaldson Capital Management
Indiana
$1.8M -$1.6M -22,389 -47%
PWAG
735
Polaris Wealth Advisory Group
California
$1.8M +$261K +3,652 +17%
PFP
736
Pinnacle Financial Partners
Tennessee
$1.79M -$296K -4,131 -14%
SM
737
Scoggin Management
New York
$1.79M +$1.79M +25,000 New
BFG
738
Beacon Financial Group
Texas
$1.79M -$445K -6,216 -20%
ACI
739
Advance Capital I
Michigan
$1.78M +$333K +4,650 +23%
DPIM
740
Duff & Phelps Investment Management
Illinois
$1.78M +$15K +210 +0.9%
BCMO
741
Buckingham Capital Management (Ohio)
Ohio
$1.77M +$40.3K +563 +2%
WRM
742
Westport Resources Management
Connecticut
$1.76M -$19K -265 -1%
OAM
743
Orinda Asset Management
California
$1.76M +$1.76M +24,600 New
FAAS
744
First Allied Advisory Services
California
$1.76M -$55.4K -773 -3%
CCM
745
Chinook Capital Management
Oregon
$1.76M +$1.76M +24,545 New
TWA
746
TCI Wealth Advisors
Arizona
$1.74M +$5.94K +83 +0.3%
CIBC World Market
747
CIBC World Market
Ontario, Canada
$1.74M -$1.42M -19,856 -45%
HCA
748
Horan Capital Advisors
Ohio
$1.74M +$85.9K +1,200 +5%
MIU
749
Man Investments (UK)
United Kingdom
$1.73M -$1.88M -26,246 -52%
NCIM
750
New Century Investment Management
Michigan
$1.73M – – –
28 29
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