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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 %
CNC
801
Citizens & Northern Corp
Pennsylvania
$2.29M -$78.2K -1,203 -3%
HFM
802
Hartford Financial Management
Connecticut
$2.28M +$121K +1,856 +6%
SNT
803
Security National Trust
West Virginia
$2.27M +$35.3K +544 +2%
HCM
804
Highlander Capital Management
New Jersey
$2.27M -$595K -9,155 -21%
IA
805
IFG Advisory
Georgia
$2.27M +$159K +2,454 +8%
LNWWM
806
Laird Norton Wetherby Wealth Management
California
$2.26M -$27.7K -426 -1%
Impax Asset Management Group
807
Impax Asset Management Group
United Kingdom
$2.26M +$63K +970 +3%
CFMC
808
Curbstone Financial Management Corp
New Hampshire
$2.26M +$81.2K +1,250 +4%
SIC
809
Sigma Investment Counselors
Michigan
$2.26M +$61.2K +942 +3%
MC
810
MRJ Capital
New York
$2.25M +$45.5K +700 +2%
FCBT
811
First Citizens Bank & Trust
North Carolina
$2.25M +$70.5K +1,085 +3%
SIM
812
Sonora Investment Management
Arizona
$2.23M -$91.7K -1,411 -4%
WKWM
813
Walter & Keenan Wealth Management
Indiana
$2.22M +$2.22M +34,221 New
ECM
814
Everence Capital Management
Indiana
$2.22M +$243K +3,710 +12%
SFI
815
SPC Financial Inc
Maryland
$2.22M +$51.5K +793 +2%
Tudor Investment Corp
816
Tudor Investment Corp
Connecticut
$2.22M +$2.22M +34,108 New
ICM
817
Intrepid Capital Management
Florida
$2.21M +$835K +12,847 +61%
CAS
818
Cascadia Advisory Services
Oregon
$2.21M +$2.21M +34,005 New
Group One Trading
819
Group One Trading
Illinois
$2.21M +$2.21M +33,981 New
PA
820
Profund Advisors
Maryland
$2.21M +$292K +4,493 +15%
MHS
821
M Holdings Securities
Oregon
$2.2M -$633K -9,743 -22%
DFA
822
Delta Financial Advisors
Louisiana
$2.19M -$144K -2,220 -6%
WWM
823
Western Wealth Management
Colorado
$2.18M +$4.61K +71 +0.2%
AC
824
Addison Capital
Pennsylvania
$2.18M +$6.95K +107 +0.3%
SFA
825
Souders Financial Advisors
Ohio
$2.18M +$1.1M +16,934 +102%
31 32
33
34 35