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CVS Health
CVS

Overview Fund Activity

1,680 hedge funds and large institutions have $63.8B invested in CVS Health in 2019 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 771 increasing their positions, 625 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,680
Holders Change
+29
Holders Change %
+1.76%
% of All Funds
36.9%
Holding in Top 10
84
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+75%
% of All Funds
1.84%
New
137
Increased
771
Reduced
625
Closed
95
Calls
$1.5B
Puts
$1.35B
Net Calls
+$150M
Net Calls Change
+$441M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
2
BlackRock
BlackRock
New York
+$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163M
4
CS
Credit Suisse
Switzerland
+$151M
5
Capital International Investors
Capital International Investors
California
+$108M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$349M
2
Franklin Resources
Franklin Resources
California
-$180M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$169M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$146M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
851
Boston Financial Management
Massachusetts
$1.71M -$4.73K -75 -0.3%
PWM
852
Perigon Wealth Management
California
$1.71M +$57.8K +892 +3%
LCM
853
Landscape Capital Management
New Jersey
$1.71M +$1.71M +27,085 New
CIAS
854
Capital Investment Advisory Services
North Carolina
$1.7M +$84.5K +1,340 +5%
SLI
855
Sumitomo Life Insurance
Japan
$1.7M -$212K -3,359 -11%
SC
856
Searle & Co
Connecticut
$1.7M – – –
MA
857
Montag & Associates
Georgia
$1.7M – – –
BHB
858
Bank Hapoalim BM
Israel
$1.7M +$180K +2,896 +12%
IBOK
859
Independence Bank of Kentucky
Kentucky
$1.7M +$33.1K +524 +2%
CCM
860
Compton Capital Management
Rhode Island
$1.69M -$22.1K -350 -1%
SB
861
Strategic Blueprint
Georgia
$1.69M -$39.6K -627 -2%
DCM
862
Delta Capital Management
New Jersey
$1.69M -$129K -2,050 -7%
SC
863
Sawyer & Company
Massachusetts
$1.68M +$1.7K +27 +0.1%
TSWM
864
Triangle Securities Wealth Management
North Carolina
$1.67M +$22.9K +363 +1%
FPB
865
First PREMIER Bank
South Dakota
$1.66M +$6.88K +109 +0.4%
SFI
866
SPC Financial Inc
Maryland
$1.66M +$1.38M +21,840 +490%
COI
867
Connable Office Inc
Michigan
$1.64M -$4.29K -68 -0.3%
CEI
868
Clark Estates Inc
New York
$1.64M -$568K -9,000 -26%
IPW
869
Inlet Private Wealth
Florida
$1.63M -$1.46M -23,075 -47%
GTAM
870
Global Trust Asset Management
Florida
$1.63M -$38K -602 -2%
Impax Asset Management Group
871
Impax Asset Management Group
United Kingdom
$1.62M +$160K +2,544 +11%
AAS
872
Avantax Advisory Services
Texas
$1.62M +$862K +13,661 +114%
NDSI
873
Newman Dignan & Sheerar Inc
Rhode Island
$1.62M +$17.2K +272 +1%
EWM
874
Endurance Wealth Management
Rhode Island
$1.6M -$43.5K -689 -3%
LFM
875
Lumina Fund Management
New York
$1.6M – – –
33 34
35
36 37