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CVS Health
CVS

Overview Fund Activity

1,595 hedge funds and large institutions have $61.8B invested in CVS Health in 2017 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 503 increasing their positions, 766 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
+67
Holders Change %
+4.38%
% of All Funds
36.23%
Holding in Top 10
37
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-43.94%
% of All Funds
0.84%
New
219
Increased
503
Reduced
766
Closed
136
Calls
$656M
Puts
$1B
Net Calls
-$346M
Net Calls Change
-$223M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$491M
2
AIG
American International Group
New York
+$478M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$458M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
5
GCM
Glenview Capital Management
New York
+$395M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$853M
2
Bank of America
Bank of America
North Carolina
-$755M
3
UBS Group
UBS Group
Switzerland
-$464M
4
LSV Asset Management
LSV Asset Management
Illinois
-$378M
5
AAMU
Amundi Asset Management US
Massachusetts
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
876
Independent Advisor Alliance
North Carolina
$1.43M +$252K +3,246 +22%
BHWM
877
Bar Harbor Wealth Management
New Hampshire
$1.42M -$95.2K -1,314 -6%
SYBT
878
Stock Yards Bank & Trust
Kentucky
$1.42M -$16K -220 -1%
BG
879
Bahl & Gaynor
Ohio
$1.42M +$388K +5,346 +38%
PWS
880
Peloton Wealth Strategists
Indiana
$1.41M -$560K -7,725 -28%
CAM
881
Cypress Asset Management
Texas
$1.41M -$289K -3,990 -17%
SCA
882
Snowden Capital Advisors
New York
$1.41M +$341K +4,700 +32%
ITIM
883
Indiana Trust & Investment Management
Indiana
$1.41M -$11.2K -154 -0.8%
WA
884
Waverly Advisors
Alabama
$1.41M +$35.6K +491 +3%
HPCM
885
High Pointe Capital Management
Illinois
$1.4M – – –
BTNA
886
Bremer Trust National Association
Minnesota
$1.4M -$74.4K -1,026 -5%
SGA
887
Strategic Global Advisors
California
$1.4M -$72.5K -1,000 -5%
ETM
888
Euclidean Technologies Management
Washington
$1.39M -$14.5K -200 -1%
FCCM
889
First City Capital Management
Georgia
$1.39M +$152K +2,100 +12%
MC
890
Martin & Co
Tennessee
$1.39M +$9.06K +125 +0.7%
SCM
891
Shelton Capital Management
Colorado
$1.38M -$2.45M -33,814 -64%
PPSG
892
Princeton Portfolio Strategies Group
New Jersey
$1.38M -$714K -9,851 -34%
ECM
893
Ensemble Capital Management
California
$1.38M -$19.6K -270 -1%
IA
894
IFG Advisory
Georgia
$1.37M +$1.37M +18,925 New
OA
895
Oak Associates
Ohio
$1.37M -$13.6M -188,181 -91%
CPC
896
Congress Park Capital
New York
$1.37M +$1.37M +18,890 New
CCM
897
Canal Capital Management
Virginia
$1.36M +$336K +4,635 +33%
ACM
898
Advent Capital Management
New York
$1.35M +$1.35M +18,600 New
SIAP
899
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.35M -$8.63K -119 -0.6%
SBIA
900
Sheaff Brock Investment Advisors
Indiana
$1.34M -$4.48M -61,847 -77%
34 35
36
37 38