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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 %
RAM
751
Roanoke Asset Management
New Jersey
$2.77M -$699K -9,410 -20%
PA
752
Profund Advisors
Maryland
$2.76M +$327K +4,398 +13%
BFS
753
Bradley Foster & Sargent
Connecticut
$2.75M +$68.9K +927 +3%
HPCM
754
High Pointe Capital Management
Illinois
$2.72M -$4.46K -60 -0.2%
GG
755
Gofen & Glossberg
Illinois
$2.7M -$99.8K -1,343 -4%
CFMC
756
Curbstone Financial Management Corp
New Hampshire
$2.68M -$14.1K -190 -0.5%
RIA
757
Regal Investment Advisors
Michigan
$2.68M -$518K -6,977 -16%
CEP
758
Chicago Equity Partners
Illinois
$2.68M -$40.5K -545 -1%
Schroder Investment Management Group
759
Schroder Investment Management Group
United Kingdom
$2.66M -$7.84M -105,511 -75%
UF
760
Univest Financial
Pennsylvania
$2.66M -$2.4M -30,394 -47%
AIC
761
Archer Investment Corporation
Indiana
$2.66M -$52K -700 -2%
SG Americas Securities
762
SG Americas Securities
New York
$2.65M -$17.8M -239,520 -87%
MSFP
763
Mark Sheptoff Financial Planning
Connecticut
$2.65M +$104K +1,400 +4%
LNWWM
764
Laird Norton Wetherby Wealth Management
California
$2.63M -$4.24K -57 -0.2%
BUB
765
BBVA USA Bancshares
Texas
$2.63M -$257K -3,456 -9%
S
766
Seeyond
France
$2.62M -$351K -4,720 -12%
CWG
767
Cornerstone Wealth Group
North Carolina
$2.62M -$76.4K -1,028 -3%
CNC
768
Citizens & Northern Corp
Pennsylvania
$2.62M -$102K -1,369 -4%
PIM
769
Penobscot Investment Management
Massachusetts
$2.61M -$292K -3,929 -10%
Rafferty Asset Management
770
Rafferty Asset Management
New York
$2.61M +$2.61M +35,131 New
PT
771
Plimoth Trust
Massachusetts
$2.61M -$63.4K -853 -2%
HH
772
Hilltop Holdings
Texas
$2.6M -$9.29K -125 -0.4%
AAIM
773
American Assets Investment Management
California
$2.6M – – –
MC
774
Middleton & Co
Massachusetts
$2.6M -$184K -2,480 -7%
TC
775
Truvestments Capital
Florida
$2.58M -$101K -1,355 -4%
29 30
31
32 33