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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 %
CM
726
Capula Management
Cayman Islands
$2.6M +$2.6M +43,858 New
ACC
727
Accident Compensation Corp
New Zealand
$2.6M +$1.5M +25,300 +136%
NSEDCP
728
NJ State Employees Deferred Compensation Plan
New Jersey
$2.6M – – –
IAN
729
Integrated Advisors Network
Texas
$2.6M +$77.8K +1,311 +3%
CWM
730
Concentric Wealth Management
California
$2.59M +$145K +2,445 +6%
LS
731
Livforsakringsbolaget Skandia
Sweden
$2.59M +$249K +4,200 +11%
MHS
732
M Holdings Securities
Oregon
$2.58M +$623K +10,499 +32%
FHB
733
First Hawaiian Bank
Hawaii
$2.55M -$155K -2,609 -6%
OC
734
Oarsman Capital
Wisconsin
$2.55M -$404K -6,804 -14%
ACM
735
Argyle Capital Management
Pennsylvania
$2.55M -$4.45K -75 -0.2%
GAG
736
GM Advisory Group
New York
$2.55M +$2.55M +42,915 New
KJHP
737
K.J. Harrison & Partners
Ontario, Canada
$2.53M +$297K +5,000 +13%
CPA
738
Capital Planning Advisors
California
$2.51M +$11.5K +194 +0.5%
TC
739
TwinBeech Capital
New York
$2.5M +$2.5M +42,124 New
GAB
740
German American Bancorp
Indiana
$2.5M +$711K +11,989 +40%
BC
741
Burney Company
Virginia
$2.49M -$233K -3,923 -9%
WC
742
Weil Company
California
$2.49M +$160K +2,702 +7%
MWA
743
Marshall Wace Asia
Hong Kong
$2.49M +$2.49M +41,890 New
NCM
744
Neumann Capital Management
California
$2.48M -$75.9K -1,280 -3%
LPIC
745
LeJeune Puetz Investment Counsel
Michigan
$2.47M +$82.8K +1,395 +3%
BCP
746
Blackhawk Capital Partners
Wisconsin
$2.46M -$11.9K -160 -0.5%
PA
747
Prism Advisors
California
$2.45M +$184K +3,098 +8%
HPC
748
HM Payson & Co
Maine
$2.43M +$96.7K +1,630 +4%
SCCM
749
Schafer Cullen Capital Management
New York
$2.43M -$159K -2,687 -6%
SSG
750
Summit Securities Group
New York
$2.43M +$641K +10,800 +36%
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