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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 %
SCM
751
Silvant Capital Management
Georgia
$2.42M +$500K +8,430 +26%
Schroder Investment Management Group
752
Schroder Investment Management Group
United Kingdom
$2.42M +$407K +7,248 +20%
CM
753
Columbus Macro
Pennsylvania
$2.42M +$2.13M +35,864 +728%
BOCM
754
Bontempo Ohly Capital Management
Maryland
$2.42M +$155K +2,605 +7%
Wealthfront Advisers
755
Wealthfront Advisers
California
$2.39M -$222K -3,734 -8%
VNA
756
Valley National Advisers
Pennsylvania
$2.38M +$44.9K +757 +2%
MBTD
757
Mechanics Bank - Trust Department
California
$2.37M -$445K -7,499 -16%
WIS
758
Wright Investors Service
Connecticut
$2.36M -$789K -13,291 -25%
Wolverine Trading
759
Wolverine Trading
Illinois
$2.35M -$21.5M -359,958 -90%
Mercer Global Advisors
760
Mercer Global Advisors
Colorado
$2.34M -$641K -10,807 -22%
KRSITF
761
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.34M +$512K +8,621 +28%
11A
762
10-15 Associates
New York
$2.34M +$53.6K +903 +2%
BCFS
763
Butensky & Cohen Financial Security
Florida
$2.33M +$7.71K +130 +0.3%
MC
764
Middleton & Co
Massachusetts
$2.33M +$255K +4,300 +12%
RC
765
RBF Capital
California
$2.33M – – –
PAMG
766
Patton Albertson Miller Group
Tennessee
$2.32M +$69.6K +1,173 +3%
Luther King Capital Management (LKCM)
767
Luther King Capital Management (LKCM)
Texas
$2.31M -$352K -5,933 -13%
CCM
768
Covington Capital Management
California
$2.3M +$5.93K +100 +0.3%
CFG
769
Citizens Financial Group
Rhode Island
$2.29M -$112K -1,885 -5%
NA
770
NewEdge Advisors
Louisiana
$2.29M +$740K +12,482 +48%
IHL
771
Investment House LLC
California
$2.28M -$314K -5,295 -12%
FB
772
Fulton Bank
Pennsylvania
$2.27M -$329K -5,546 -13%
IAA
773
Independent Advisor Alliance
North Carolina
$2.24M +$315K +5,318 +16%
BFS
774
Bradley Foster & Sargent
Connecticut
$2.23M +$29.5K +498 +1%
AA
775
Altman Advisors
Illinois
$2.22M -$124K -2,090 -5%
29 30
31
32 33