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CVS Health
CVS

Overview Fund Activity

1,680 hedge funds and large institutions have $63.8B invested in CVS Health in 2019 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 771 increasing their positions, 625 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,680
Holders Change
+29
Holders Change %
+1.76%
% of All Funds
36.9%
Holding in Top 10
84
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+75%
% of All Funds
1.84%
New
137
Increased
771
Reduced
625
Closed
95
Calls
$1.5B
Puts
$1.35B
Net Calls
+$150M
Net Calls Change
+$441M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
2
BlackRock
BlackRock
New York
+$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163M
4
CS
Credit Suisse
Switzerland
+$151M
5
Capital International Investors
Capital International Investors
California
+$108M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$349M
2
Franklin Resources
Franklin Resources
California
-$180M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$169M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$146M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
751
Archer Investment Corporation
Indiana
$2.3M +$91.5K +1,450 +4%
CPA
752
Court Place Advisors
Maryland
$2.29M +$49.9K +791 +2%
CWG
753
Cornerstone Wealth Group
North Carolina
$2.29M +$268K +4,254 +13%
Federated Hermes
754
Federated Hermes
Pennsylvania
$2.29M -$878K -13,920 -28%
CFMC
755
Curbstone Financial Management Corp
New Hampshire
$2.29M -$8.71K -138 -0.4%
CFG
756
Citizens Financial Group
Rhode Island
$2.28M -$40.5K -642 -2%
BFS
757
Bradley Foster & Sargent
Connecticut
$2.28M -$6.43K -102 -0.3%
TC
758
Truvestments Capital
Florida
$2.28M +$229K +3,636 +11%
PT
759
Plimoth Trust
Massachusetts
$2.27M +$20.6K +326 +0.9%
CWM
760
Concentric Wealth Management
California
$2.27M +$13.2K +210 +0.6%
IAA
761
Independent Advisor Alliance
North Carolina
$2.27M +$522K +8,157 +30%
LPT
762
Legacy Private Trust
Wisconsin
$2.26M +$1.32M +20,919 +141%
LNWWM
763
Laird Norton Wetherby Wealth Management
California
$2.24M +$525K +8,322 +31%
PAM
764
PVG Asset Management
Colorado
$2.22M -$150K -2,384 -6%
HH
765
Hilltop Holdings
Texas
$2.22M +$70.6K +1,120 +3%
SFG
766
SevenBridge Financial Group
Pennsylvania
$2.21M +$44.6K +708 +2%
AAIM
767
American Assets Investment Management
California
$2.21M – – –
SAM
768
Stansberry Asset Management
Texas
$2.19M +$170K +2,695 +8%
CT
769
Coastline Trust
Rhode Island
$2.19M +$187K +2,964 +9%
MSFP
770
Mark Sheptoff Financial Planning
Connecticut
$2.16M +$292K +4,630 +16%
HAS
771
HBW Advisory Services
California
$2.16M +$2.16M +34,429 New
TA
772
Townsend & Associates
Colorado
$2.15M +$250K +4,134 +13%
TC
773
Telemus Capital
Michigan
$2.14M -$54.4K -862 -2%
SNT
774
Security National Trust
West Virginia
$2.14M +$70.6K +1,120 +3%
HAM
775
Highstreet Asset Management
Ontario, Canada
$2.13M +$825K +13,084 +63%
29 30
31
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