We are live on ! Find out more
CVS icon

CVS Health

1,815 hedge funds and large institutions have $58.2B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 828 increasing their positions, 709 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $1.81B | Put options by funds: $1.16B

17% more repeat investments, than reductions

Existing positions increased: 828 | Existing positions reduced: 709

1.84% less ownership

Funds ownership: 78.06%76.22% (-1.8%)

3% less funds holding

Funds holding: 1,8631,815 (-48)

12% less capital invested

Capital invested by funds: $66.1B → $58.2B (-$7.97B)

21% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 144

45% less funds holding in top 10

Funds holding in top 10: 8446 (-38)

Holders
1,815
Holders Change
-48
Holders Change %
-2.58%
% of All Funds
36.62%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
828
Reduced
709
Closed
144
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
826
SFMG Wealth Advisors
Texas
$1.93M +$1.8M +28,951 +712%
HC
827
HNP Capital
New York
$1.92M -$13.7K -220 -0.7%
RAM
828
Roanoke Asset Management
New Jersey
$1.92M +$622 +10 +0%
JWCA
829
J.W. Coons Advisors
Ohio
$1.92M +$11.2K +180 +0.6%
CT
830
Chicago Trust
Illinois
$1.91M +$259K +4,159 +15%
CIC
831
Chase Investment Counsel
Virginia
$1.91M +$866K +13,910 +74%
WCA
832
Westover Capital Advisors
Delaware
$1.9M +$80.5K +1,293 +4%
BUB
833
BBVA USA Bancshares
Texas
$1.9M -$94.8K -1,524 -5%
AUB
834
Atlantic Union Bankshares
Virginia
$1.9M -$740K -11,899 -27%
SA
835
Strategic Advisors
New York
$1.9M +$287K +4,620 +17%
RB
836
Rodgers Brothers
Pennsylvania
$1.9M +$555K +8,927 +38%
EFS
837
Essex Financial Services
Connecticut
$1.89M +$125K +2,002 +7%
Wealthfront Advisers
838
Wealthfront Advisers
California
$1.88M -$946K -15,199 -32%
FCBT
839
First Citizens Bank & Trust
North Carolina
$1.88M -$150K -2,413 -7%
CM
840
Columbus Macro
Pennsylvania
$1.87M -$446K -7,166 -18%
GG
841
Gofen & Glossberg
Illinois
$1.87M -$50.1K -805 -2%
RCIM
842
Russell Clark Investment Management
United Kingdom
$1.87M
XWM
843
Xcel Wealth Management
Florida
$1.86M +$356K +5,725 +22%
VI
844
Vestcor Inc
New Brunswick, Canada
$1.86M +$244K +3,929 +14%
IG
845
ING Group
Netherlands
$1.86M +$1.11M +17,908 +128%
RIM
846
Redpoint Investment Management
Australia
$1.86M -$2.45M -39,361 -55%
DSC
847
Duncker Streett & Co
Missouri
$1.84M -$633K -10,168 -24%
ECM
848
EagleClaw Capital Management
Massachusetts
$1.83M +$37.3K +600 +2%
AIM
849
Anchor Investment Management
South Carolina
$1.83M -$52.6K -845 -3%
Cetera Investment Advisers
850
Cetera Investment Advisers
Illinois
$1.82M +$49.1K +789 +3%

CVS Hedge Fund Activity: Q3 2020 in Review

1,815 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q3 2020, worth a combined $58.2B — down 12% from $66.1B a quarter earlier.

Sellers outnumbered buyers: 144 funds closed out of CVS and 114 opened new positions — a net loss of 30 holders — while 709 trimmed existing stakes and 828 added.

The largest buyer was Capital World Investors, adding an estimated $408M. The largest seller was Capital International Investors, cutting an estimated $708M.

  • 1,815 institutional investors held CVS Health (CVS) as of Q3 2020, down from 1,863 in Q2 2020.
  • Funds reported $58.2B of CVS Health stock for Q3 2020, down 12% quarter-over-quarter.
  • 114 funds opened new CVS Health positions in Q3 2020 and 144 closed out, a net change of -30 holders.
  • The largest CVS Health buyer in Q3 2020 was Capital World Investors, an estimated $408M added.
  • The largest CVS Health seller in Q3 2020 was Capital International Investors, an estimated $708M sold.

Based on aggregated 13F filings for Q3 2020.