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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 %
AL
726
AJO LP
Pennsylvania
$3.04M +$2.68M +36,132 +747%
CFG
727
Citizens Financial Group
Rhode Island
$3.01M +$323K +4,343 +12%
LPIC
728
LeJeune Puetz Investment Counsel
Michigan
$2.98M +$158K +2,130 +6%
SC
729
SouthState Corp
Florida
$2.98M -$20.8K -280 -0.7%
LPT
730
Legacy Private Trust
Wisconsin
$2.98M +$317K +4,270 +12%
IC
731
IEQ Capital
California
$2.96M +$2.96M +39,890 New
DCM
732
Dupont Capital Management
Delaware
$2.96M -$173K -2,335 -6%
BCWM
733
Bartlett & Co Wealth Management
Ohio
$2.95M -$24.7K -333 -0.8%
AA
734
Altman Advisors
Illinois
$2.94M -$33.7K -454 -1%
LS
735
Livforsakringsbolaget Skandia
Sweden
$2.93M -$334K -4,500 -10%
HPC
736
HM Payson & Co
Maine
$2.93M +$503K +6,774 +21%
VNA
737
Valley National Advisers
Pennsylvania
$2.92M -$490K -6,597 -14%
WC
738
Weil Company
California
$2.91M +$60.5K +815 +2%
RC
739
RBF Capital
California
$2.91M – – –
BCFS
740
Butensky & Cohen Financial Security
Florida
$2.91M -$100K -1,350 -3%
CAM
741
Cozad Asset Management
Illinois
$2.89M +$7.43K +100 +0.3%
CCM
742
Covington Capital Management
California
$2.87M +$37.9K +510 +1%
11A
743
10-15 Associates
New York
$2.86M +$31.5K +424 +1%
LSPW
744
Lake Street Private Wealth
Illinois
$2.86M +$18K +243 +0.6%
PA
745
Prism Advisors
California
$2.84M -$656K -8,832 -19%
BOCM
746
Bontempo Ohly Capital Management
Maryland
$2.83M +$53.1K +715 +2%
UIM
747
USS Investment Management
United Kingdom
$2.83M +$2.83M +38,100 New
PAMG
748
Patton Albertson Miller Group
Tennessee
$2.81M +$88.7K +1,194 +3%
KJHP
749
K.J. Harrison & Partners
Ontario, Canada
$2.8M -$103K -1,383 -4%
WIA
750
Wealthstreet Investment Advisors
Texas
$2.77M -$148K -1,987 -5%
28 29
30
31 32