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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOCM
751
Bontempo Ohly Capital Management
Maryland
$2.69M +$44.4K +683 +2%
IC
752
Intersect Capital
California
$2.68M +$421K +6,488 +19%
SS
753
Simplicity Solutions
Minnesota
$2.67M +$1.74M +26,807 +187%
PAMG
754
Patton Albertson Miller Group
Tennessee
$2.67M +$137K +2,112 +5%
FHB
755
First Hawaiian Bank
Hawaii
$2.66M -$131K -2,016 -5%
11A
756
10-15 Associates
New York
$2.66M +$102K +1,574 +4%
WC
757
Weil Company
California
$2.66M -$60.1K -925 -2%
TCBWMS
758
Texas Capital Bank Wealth Management Services
Texas
$2.65M +$712K +10,963 +37%
SLI
759
Sumitomo Life Insurance
Japan
$2.64M -$226K -3,476 -8%
GIM
760
Guild Investment Management
California
$2.61M +$2.61M +40,130 New
VWA
761
Visionary Wealth Advisors
Illinois
$2.6M -$494K -7,604 -16%
CAM
762
Costello Asset Management
Pennsylvania
$2.59M +$2.59M +39,900 New
Bessemer Group
763
Bessemer Group
New Jersey
$2.58M +$1.69M +26,027 +191%
CAM
764
Columbia Asset Management
Michigan
$2.57M +$327K +5,030 +15%
HPC
765
HM Payson & Co
Maine
$2.57M -$96.3K -1,482 -4%
TGAM
766
TBH Global Asset Management
Tennessee
$2.57M +$2.57M +39,478 New
KJHP
767
K.J. Harrison & Partners
Ontario, Canada
$2.55M -$221K -3,400 -8%
CM
768
Columbus Macro
Pennsylvania
$2.55M -$104K -1,603 -4%
RC
769
RBF Capital
California
$2.55M – – –
GAG
770
GM Advisory Group
New York
$2.54M -$244K -3,751 -9%
FM
771
Foster & Motley
Ohio
$2.54M +$234K +3,599 +10%
VNA
772
Valley National Advisers
Pennsylvania
$2.54M -$69.3K -1,067 -3%
IAA
773
Independent Advisor Alliance
North Carolina
$2.54M +$83K +1,278 +3%
RWM
774
RBA Wealth Management
California
$2.53M +$142K +2,189 +6%
S
775
Seeyond
France
$2.53M +$589K +9,059 +30%
29 30
31
32 33