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CVS Health
CVS

Overview Fund Activity

1,289 hedge funds and large institutions have $77B invested in CVS Health in 2014 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 488 increasing their positions, 551 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,289
Holders Change
+21
Holders Change %
+1.66%
% of All Funds
37.43%
Holding in Top 10
140
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+15.7%
% of All Funds
4.07%
New
77
Increased
488
Reduced
551
Closed
42
Calls
$269M
Puts
$279M
Net Calls
-$10.4M
Net Calls Change
-$81.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.85B
2
State Street
State Street
Massachusetts
$3.93B
3
AIM
abrdn Investment Management
United Kingdom
$454M
4
Ameriprise
Ameriprise
Minnesota
$1.05B
5
AAMU
Amundi Asset Management US
Massachusetts
$428M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$780M
2
DSA
Davis Selected Advisers
Arizona
$171M
3
IC
Institutional Capital
Illinois
$373M
4
BG
BlackRock Group
United Kingdom
$741M
5
Millennium Management
Millennium Management
New York
$657K
Name Holding Trade Value Shares
Change 		Shares
Change %
ISB
826
Iowa State Bank
Iowa
$1.57M +$52.9K +665 +3%
Carson Wealth (CWM LLC)
827
Carson Wealth (CWM LLC)
Nebraska
$1.56M +$1.13M +14,226 +262%
ECM
828
Everence Capital Management
Indiana
$1.56M – – –
TWA
829
TCI Wealth Advisors
Arizona
$1.56M +$5.25K +66 +0.3%
TNBTD
830
Trustmark National Bank Trust Department
Mississippi
$1.55M +$2.39K +30 +0.2%
TC
831
Telemus Capital
Michigan
$1.53M +$5.09K +64 +0.3%
OMCS
832
Old Mutual Customised Solutions
South Africa
$1.53M -$191K -2,400 -11%
Bank of Nova Scotia
833
Bank of Nova Scotia
Ontario, Canada
$1.53M +$28.4K +357 +2%
FFC
834
First Financial Corp
Indiana
$1.52M -$4.78K -60 -0.3%
MIM
835
Macroview Investment Management
Maryland
$1.51M +$1.51M +19,006 New
LWM
836
LBA Wealth Management
Florida
$1.5M +$25.9K +325 +2%
SCM
837
Schnieders Capital Management
California
$1.5M +$193K +2,425 +15%
PVWM
838
Point View Wealth Management
New Jersey
$1.49M -$11.1K -139 -0.7%
SACTSONJ
839
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.49M – – –
SJIM
840
St. Johns Investment Management
Florida
$1.48M +$4.78K +60 +0.3%
LJAC
841
L.J. Altfest & Co
New York
$1.47M -$325 -4 -0%
ANRIA
842
American National Registered Investment Advisor
Texas
$1.47M -$3.5K -44 -0.2%
BFA
843
Bragg Financial Advisors
North Carolina
$1.47M +$64.5K +810 +5%
FCI
844
Financial Counselors Inc
Kansas
$1.46M +$834K +10,473 +133%
WJA
845
Williams Jones & Associates
New York
$1.46M -$876 -11 -0.1%
PAMG
846
Patton Albertson Miller Group
Tennessee
$1.45M +$306K +3,810 +27%
FCB
847
First Citizens Bancorporation
South Carolina
$1.43M -$7.96K -100 -0.6%
KFS
848
KMS Financial Services
Washington
$1.41M +$47.2K +593 +3%
FSC
849
Fiduciary Services Corp
Georgia
$1.4M +$77.2K +970 +6%
GVT
850
Genesee Valley Trust
New York
$1.36M -$45.4K -571 -3%
32 33
34
35 36