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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 %
MBTD
776
Mechanics Bank - Trust Department
California
$2.51M -$91.1K -1,402 -4%
CCM
777
Covington Capital Management
California
$2.51M -$8.12K -125 -0.3%
PCTC
778
Perkins Coie Trust Company
Washington
$2.49M +$275K +4,231 +12%
CWG
779
Cornerstone Wealth Group
North Carolina
$2.49M +$102K +1,570 +4%
WIA
780
Wealthstreet Investment Advisors
Texas
$2.48M +$110K +1,700 +5%
CIP
781
Convergence Investment Partners
Florida
$2.47M +$1.3M +19,936 +110%
CAM
782
Cresset Asset Management
Illinois
$2.46M +$1.22M +18,775 +99%
LPIC
783
LeJeune Puetz Investment Counsel
Michigan
$2.46M -$244K -3,750 -9%
AIC
784
Archer Investment Corporation
Indiana
$2.43M +$28.3K +435 +1%
KFP
785
KMG Fiduciary Partners
Ohio
$2.42M +$378K +5,822 +19%
DLCIG
786
D.L. Carlson Investment Group
New Hampshire
$2.42M -$779K -11,988 -24%
PA
787
Parallel Advisors
California
$2.4M +$1.11M +17,138 +86%
AA
788
Altman Advisors
Illinois
$2.4M -$36.4K -560 -1%
AC
789
Allstate Corporation
Illinois
$2.39M +$48.5K +747 +2%
BC
790
Burney Company
Virginia
$2.39M -$341K -5,246 -12%
CHC
791
City Holding Co
West Virginia
$2.39M +$212K +3,260 +10%
SCM
792
Shelton Capital Management
Colorado
$2.38M +$449K +6,903 +23%
CFG
793
Citizens Financial Group
Rhode Island
$2.37M -$143K -2,206 -6%
PT
794
Plimoth Trust
Massachusetts
$2.37M +$97.3K +1,497 +4%
SC
795
SouthState Corp
Florida
$2.35M -$46.5K -721 -2%
CCM
796
Cox Capital Management
Massachusetts
$2.34M +$1.52M +23,394 +185%
IA
797
IndexIQ Advisors
New York
$2.34M +$157K +2,414 +7%
HSA
798
HBK Sorce Advisory
Pennsylvania
$2.33M +$277K +4,258 +13%
EAM
799
Erste Asset Management
Austria
$2.31M -$83.7K -1,300 -4%
CCM
800
Compton Capital Management
Rhode Island
$2.31M +$161K +2,485 +8%
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