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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 %
TCBWMS
851
Texas Capital Bank Wealth Management Services
Texas
$1.77M +$69.2K +1,166 +4%
SCM
852
Shelton Capital Management
Colorado
$1.76M +$1.22M +20,512 +223%
Cetera Investment Advisers
853
Cetera Investment Advisers
Illinois
$1.76M +$110K +1,848 +7%
VRM
854
Vectors Research Management
New York
$1.75M +$873K +14,711 +99%
PAM
855
Paradigm Asset Management
New York
$1.75M +$551K +9,280 +46%
PA
856
Profund Advisors
Maryland
$1.75M -$455K -7,669 -21%
RCA
857
Resonant Capital Advisors
Wisconsin
$1.74M +$202K +3,406 +13%
P
858
Pitcairn
Pennsylvania
$1.74M +$386K +6,511 +29%
MOS
859
MGO One Seven
Ohio
$1.72M +$36.4K +614 +2%
AT
860
Arden Trust
Delaware
$1.72M +$39.7K +669 +2%
KWM
861
Kingsview Wealth Management
Oregon
$1.71M +$778K +13,105 +83%
XWM
862
Xcel Wealth Management
Florida
$1.71M +$536K +9,030 +46%
MERSOM
863
Municipal Employees' Retirement System of Michigan
Michigan
$1.71M +$12.5K +210 +0.7%
SYBT
864
Stock Yards Bank & Trust
Kentucky
$1.7M -$39K -658 -2%
IBOK
865
Independence Bank of Kentucky
Kentucky
$1.7M +$183K +3,085 +12%
ACM
866
Ategra Capital Management
Virginia
$1.69M -$23K -387 -1%
HCM
867
Hodges Capital Management
Texas
$1.68M -$354K -5,958 -17%
SC
868
Stolper & Co
Oklahoma
$1.67M +$1.67M +28,134 New
FMC
869
First Merchants Corp
Indiana
$1.67M -$65.3K -1,101 -4%
CT
870
Chicago Trust
Illinois
$1.67M +$771 +13 +0%
DRS
871
Deane Retirement Strategies
Louisiana
$1.67M +$1.67M +28,072 New
SAM
872
Secure Asset Management
Michigan
$1.67M -$20.1K -339 -1%
MUAMU
873
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.66M +$178K +3,000 +12%
B
874
Barings
North Carolina
$1.66M +$183K +3,079 +12%
SWP
875
Strategic Wealth Partners
Ohio
$1.66M – – –
33 34
35
36 37