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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 %
TC
776
Telemus Capital
Michigan
$2.22M -$23.8K -363 -1%
EAM
777
Erste Asset Management
Austria
$2.22M -$23.2M -387,910 -91%
RAM
778
Roanoke Asset Management
New Jersey
$2.2M -$15.4K -260 -0.7%
AIC
779
Archer Investment Corporation
Indiana
$2.2M +$71.2K +1,200 +3%
RFM
780
Royal Fund Management
Florida
$2.19M +$2.08M +35,065 +1,917%
SC
781
SouthState Corp
Florida
$2.19M -$178K -3,027 -8%
RWM
782
RBA Wealth Management
California
$2.18M +$163K +2,753 +8%
CWG
783
Cornerstone Wealth Group
North Carolina
$2.18M +$84.8K +1,430 +4%
CI
784
Cigna Investments
Connecticut
$2.18M +$131K +2,200 +6%
WIA
785
Wealthstreet Investment Advisors
Texas
$2.17M -$44.5K -750 -2%
CNC
786
Citizens & Northern Corp
Pennsylvania
$2.16M +$71.2K +1,200 +3%
AC
787
Allstate Corporation
Illinois
$2.14M -$4.78M -80,513 -69%
DFA
788
Delta Financial Advisors
Louisiana
$2.13M -$813K -13,712 -28%
HPCM
789
High Pointe Capital Management
Illinois
$2.12M -$43.9K -740 -2%
MSFP
790
Mark Sheptoff Financial Planning
Connecticut
$2.12M +$7.71K +130 +0.4%
SIM
791
Sonora Investment Management
Arizona
$2.12M +$2.04M +34,391 +2,450%
CCM
792
Cadence Capital Management
Massachusetts
$2.12M +$203K +3,423 +11%
FM
793
Foster & Motley
Ohio
$2.11M +$116K +1,954 +6%
LNWWM
794
Laird Norton Wetherby Wealth Management
California
$2.09M -$11.2K -189 -0.5%
GG
795
Gofen & Glossberg
Illinois
$2.08M -$75.3K -1,269 -3%
AAIM
796
American Assets Investment Management
California
$2.08M – – –
SFWA
797
Summit Financial Wealth Advisors
Louisiana
$2.07M -$485K -8,627 -19%
PT
798
Plimoth Trust
Massachusetts
$2.07M -$9.73K -164 -0.5%
IC
799
Intersect Capital
California
$2.07M +$282K +4,753 +16%
BUB
800
BBVA USA Bancshares
Texas
$2.06M -$42.9K -723 -2%
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