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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 %
TU
826
TDAM USA
Ontario, Canada
$1.93M -$34.3K -578 -2%
TA
827
Townsend & Associates
Colorado
$1.93M -$30.5K -537 -2%
DAS
828
Dynamic Advisor Solutions
Arizona
$1.93M -$71.4K -1,203 -4%
IA
829
IFG Advisory
Georgia
$1.92M +$127K +2,149 +7%
EFS
830
Essex Financial Services
Connecticut
$1.91M -$81.3K -1,370 -4%
BCWM
831
Bartlett & Co Wealth Management
Ohio
$1.9M -$450K -7,585 -19%
BC
832
Bartlett & Co
Ohio
$1.9M +$1.9M +32,100 New
WCA
833
Westover Capital Advisors
Delaware
$1.88M +$802K +13,526 +74%
IC
834
IEQ Capital
California
$1.88M -$492K -8,294 -21%
HSA
835
HBK Sorce Advisory
Pennsylvania
$1.87M +$220K +3,717 +13%
CVM
836
Cheviot Value Management
California
$1.87M -$66K -1,113 -3%
BA
837
Bridgewater Associates
Connecticut
$1.87M +$1.87M +31,529 New
KFP
838
KMG Fiduciary Partners
Ohio
$1.86M +$957K +16,134 +106%
Lido Advisors
839
Lido Advisors
California
$1.86M -$157K -2,648 -8%
SFG
840
SevenBridge Financial Group
Pennsylvania
$1.85M -$154K -2,592 -8%
WANY
841
Wealthspire Advisors (New York)
New York
$1.85M +$1.53M +25,785 +472%
CB
842
Community Bank
New York
$1.84M +$89.3K +1,505 +5%
BL
843
BFSG LLC
California
$1.83M -$36.2K -610 -2%
ECM
844
EagleClaw Capital Management
Massachusetts
$1.83M +$1.48K +25 +0.1%
PIM
845
Penobscot Investment Management
Massachusetts
$1.82M -$261K -4,396 -13%
PCM
846
Parsons Capital Management
Rhode Island
$1.81M +$12K +202 +0.7%
BAM
847
Blueshift Asset Management
New Jersey
$1.8M -$2.56M -43,200 -59%
ECM
848
Everence Capital Management
Indiana
$1.79M – – –
SCM
849
SOL Capital Management
Maryland
$1.78M – – –
VMPIC
850
Varma Mutual Pension Insurance Co
Finland
$1.78M -$1.78M -30,000 -50%
32 33
34
35 36