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CVS Health
CVS

Overview Fund Activity

1,546 hedge funds and large institutions have $53.3B invested in CVS Health in 2018 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 628 increasing their positions, 665 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,546
Holders Change
-49
Holders Change %
-3.07%
% of All Funds
35.48%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.9%
New
113
Increased
628
Reduced
665
Closed
148
Calls
$821M
Puts
$663M
Net Calls
+$158M
Net Calls Change
+$504M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$566M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$393M
3
Bank of America
Bank of America
North Carolina
+$356M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$348M
5
Harris Associates
Harris Associates
Illinois
+$228M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$304M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$276M
3
Ameriprise
Ameriprise
Minnesota
-$260M
4
JIM
Jupiter Investment Management
United Kingdom
-$211M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
726
KCM Investment Advisors
California
$1.89M -$213K -3,429 -10%
MYLI
727
Meiji Yasuda Life Insurance
Japan
$1.88M -$16.7K -268 -0.9%
DRS
728
Deane Retirement Strategies
Louisiana
$1.88M +$1.88M +30,285 New
PFA
729
Paradigm Financial Advisors
Missouri
$1.87M +$211K +3,400 +13%
EOJOAM
730
E. Ohman J:or Asset Management
Sweden
$1.87M +$373K +6,000 +25%
CCM
731
Compton Capital Management
Rhode Island
$1.86M +$4.67K +75 +0.3%
WC
732
Whitney & Co
New York
$1.86M +$130K +2,087 +7%
CWM
733
CMH Wealth Management
New Hampshire
$1.85M -$10.4K -170 -0.6%
APFBOT
734
Amica Pension Fund Board of Trustees
Rhode Island
$1.83M -$1.83M -29,438 -50%
LIM
735
Loudon Investment Management
New Hampshire
$1.83M +$1.32M +21,140 +255%
HWP
736
Hefty Wealth Partners
Indiana
$1.83M +$1.54M +24,707 +527%
AWM
737
Altavista Wealth Management
North Carolina
$1.82M +$164K +2,638 +10%
COI
738
Connable Office Inc
Michigan
$1.82M +$24K +386 +1%
RG
739
Renaissance Group
Kentucky
$1.81M -$22.5M -361,651 -93%
MML Investors Services
740
MML Investors Services
Massachusetts
$1.8M -$620K -9,965 -26%
CONA
741
Capital One National Association
New York
$1.8M -$71.9K -1,155 -4%
DRD
742
Dennis R. Delaney
$1.8M -$162K -2,600 -8%
DCM
743
Delta Capital Management
New Jersey
$1.79M -$21.2K -340 -1%
PCTC
744
Perkins Coie Trust Company
Washington
$1.79M +$77.4K +1,244 +5%
MC
745
Middleton & Co
Massachusetts
$1.78M -$68.6K -1,102 -4%
SPC
746
Sigma Planning Corp
Michigan
$1.78M +$129K +2,077 +8%
PWM
747
Perigon Wealth Management
California
$1.78M -$91.7K -1,475 -5%
BSPF
748
British Steel Pension Fund
United Kingdom
$1.78M – – –
BFEC
749
Benjamin F. Edwards & Company
Missouri
$1.78M +$129K +2,074 +8%
SC
750
Sawyer & Company
Massachusetts
$1.76M – – –
28 29
30
31 32