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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
851
EagleClaw Capital Management
Massachusetts
$1.99M – – –
BCP
852
Blackhawk Capital Partners
Wisconsin
$1.98M +$16K +270 +0.8%
Cetera Investment Advisers
853
Cetera Investment Advisers
Illinois
$1.98M +$50.5K +778 +3%
EFS
854
Essex Financial Services
Connecticut
$1.98M -$115K -1,768 -5%
TA
855
Townsend & Associates
Colorado
$1.97M -$239K -3,678 -11%
Luther King Capital Management (LKCM)
856
Luther King Capital Management (LKCM)
Texas
$1.96M -$563K -8,666 -22%
VRM
857
Vectors Research Management
New York
$1.94M +$23.9K +368 +1%
RCAG
858
Rehmann Capital Advisory Group
Michigan
$1.93M +$117K +1,805 +6%
HC
859
HNP Capital
New York
$1.93M -$2.34M -36,121 -55%
BWM
860
BerganKDV Wealth Management
Minnesota
$1.93M -$1.77M -27,197 -48%
MOS
861
MGO One Seven
Ohio
$1.93M +$36.2K +557 +2%
IBOK
862
Independence Bank of Kentucky
Kentucky
$1.92M +$60.7K +934 +3%
MSFP
863
Mark Sheptoff Financial Planning
Connecticut
$1.91M -$416K -6,396 -18%
SYBT
864
Stock Yards Bank & Trust
Kentucky
$1.91M +$45K +692 +2%
MA
865
Mutual Advisors
Nebraska
$1.91M +$151K +2,325 +9%
SFWA
866
Summit Financial Wealth Advisors
Louisiana
$1.9M -$428K -6,786 -18%
SWP
867
Strategic Wealth Partners
Ohio
$1.9M +$448K +6,901 +31%
ACM
868
Ategra Capital Management
Virginia
$1.88M +$36.9K +568 +2%
SAM
869
Secure Asset Management
Michigan
$1.87M +$44.6K +687 +2%
TU
870
TDAM USA
Ontario, Canada
$1.86M -$240K -3,734 -11%
SCM
871
SOL Capital Management
Maryland
$1.86M -$97.5K -1,500 -5%
CT
872
Chicago Trust
Illinois
$1.85M +$27.7K +427 +2%
PIM
873
Penobscot Investment Management
Massachusetts
$1.85M -$146K -2,250 -7%
IC
874
IEQ Capital
California
$1.85M -$206K -3,176 -10%
KWM
875
Kingsview Wealth Management
Oregon
$1.85M -$29.4K -453 -2%
33 34
35
36 37