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CVS Health
CVS

Overview Fund Activity

1,209 hedge funds and large institutions have $71.3B invested in CVS Health in 2013 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 424 increasing their positions, 491 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,209
Holders Change
+81
Holders Change %
+7.18%
% of All Funds
35.11%
Holding in Top 10
137
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+65.06%
% of All Funds
3.98%
New
157
Increased
424
Reduced
491
Closed
65
Calls
$355M
Puts
$326M
Net Calls
+$29.3M
Net Calls Change
+$78.1M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$231M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$217M
3
Boston Partners
Boston Partners
Massachusetts
+$212M
4
Fidelity International
Fidelity International
Bermuda
+$151M
5
State Street
State Street
Massachusetts
+$146M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$621M
2
SAC
Smith Affiliated Capital
New York
-$566M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$324M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$260M
5
DSA
Davis Selected Advisers
Arizona
-$243M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITIM
776
Indiana Trust & Investment Management
Indiana
$1.46M +$51.2K +715 +4%
WP
777
WMS Partners
Maryland
$1.44M – – –
WAM
778
Weatherly Asset Management
California
$1.43M -$143 -2 -0%
JC
779
JBF Capital
Colorado
$1.43M – – –
BMO
780
Beck Mack & Oliver
New York
$1.42M -$1.48M -20,692 -51%
PVWM
781
Point View Wealth Management
New Jersey
$1.41M +$1.41M +19,681 New
EHWM
782
Eads & Heald Wealth Management
Georgia
$1.41M -$63K -880 -4%
P
783
Pitcairn
Pennsylvania
$1.41M +$32.8K +459 +2%
ECM
784
Everence Capital Management
Indiana
$1.4M -$116K -1,620 -8%
BFC
785
Blue Fin Capital
Rhode Island
$1.4M +$1.4M +19,572 New
BFS
786
Bradley Foster & Sargent
Connecticut
$1.4M +$66.3K +926 +5%
BG
787
Bollard Group
Massachusetts
$1.38M +$644 +9 +0%
HT
788
HAP Trading
New York
$1.38M -$1.21M -16,948 -47%
FNBT
789
FineMark National Bank & Trust
Florida
$1.38M -$32.5K -454 -2%
TC
790
Telemus Capital
Michigan
$1.37M -$102K -1,421 -7%
AHC
791
Anderson Hoagland & Co
Missouri
$1.37M +$19.6K +274 +1%
FFC
792
First Financial Corp
Indiana
$1.36M -$47.6K -665 -3%
FSA
793
Financial Sense Advisors
California
$1.36M -$71K -992 -5%
EFS
794
Essex Financial Services
Connecticut
$1.35M +$143K +1,991 +12%
ISB
795
Iowa State Bank
Iowa
$1.35M -$26.5K -370 -2%
NIS
796
National Investment Services
Wisconsin
$1.35M +$5.73K +80 +0.4%
IA
797
Icon Advisers
Colorado
$1.35M +$1.35M +18,800 New
LWM
798
LBA Wealth Management
Florida
$1.34M +$1.34M +18,715 New
SACTSONJ
799
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.34M – – –
ANRIA
800
American National Registered Investment Advisor
Texas
$1.34M -$7.16K -100 -0.5%
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