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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 %
HFM
776
Hartford Financial Management
Connecticut
$2.58M -$258K -3,471 -9%
SNT
777
Security National Trust
West Virginia
$2.58M +$58.8K +791 +2%
CT
778
Coastline Trust
Rhode Island
$2.57M -$3.27K -44 -0.1%
MCM
779
Matarin Capital Management
New York
$2.57M +$2.57M +34,561 New
Federated Hermes
780
Federated Hermes
Pennsylvania
$2.55M -$145K -1,955 -5%
HCM
781
Hodges Capital Management
Texas
$2.54M +$424K +5,711 +20%
TC
782
Telemus Capital
Michigan
$2.54M +$21.3K +287 +0.8%
PCTC
783
Perkins Coie Trust Company
Washington
$2.54M +$344K +4,625 +16%
Lido Advisors
784
Lido Advisors
California
$2.53M +$387K +5,208 +18%
SIC
785
SFE Investment Counsel
California
$2.52M -$195K -2,630 -7%
RWM
786
RBA Wealth Management
California
$2.52M +$90.1K +1,216 +4%
SFG
787
SevenBridge Financial Group
Pennsylvania
$2.51M -$89.1K -1,199 -3%
TA
788
Townsend & Associates
Colorado
$2.51M -$74.1K -1,020 -3%
DAS
789
Dynamic Advisor Solutions
Arizona
$2.5M +$227K +3,054 +10%
JSL
790
JT Stratford LLC
Georgia
$2.5M +$33.2K +447 +1%
SIC
791
Sigma Investment Counselors
Michigan
$2.49M +$31K +417 +1%
EFS
792
Essex Financial Services
Connecticut
$2.49M +$190K +2,557 +8%
FM
793
Foster & Motley
Ohio
$2.49M -$601K -8,095 -19%
Tudor Investment Corp
794
Tudor Investment Corp
Connecticut
$2.48M +$2.48M +33,376 New
HAS
795
HBW Advisory Services
California
$2.48M -$70.4K -952 -3%
TU
796
TDAM USA
Ontario, Canada
$2.47M +$79.1K +1,064 +3%
SIAP
797
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.46M +$167K +2,249 +7%
MHS
798
M Holdings Securities
Oregon
$2.46M -$22.1K -298 -0.9%
HB
799
Homrich & Berg
Georgia
$2.45M +$252K +3,388 +11%
AIM
800
Anchor Investment Management
South Carolina
$2.44M -$53.3K -717 -2%
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