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CVS Health
CVS

Overview Fund Activity

1,837 hedge funds and large institutions have $75.3B invested in CVS Health in 2019 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 723 increasing their positions, 708 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,837
Holders Change
+157
Holders Change %
+9.35%
% of All Funds
36.28%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.92%
New
252
Increased
723
Reduced
708
Closed
73
Calls
$2.15B
Puts
$1.63B
Net Calls
+$524M
Net Calls Change
+$375M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$719M
2
Truist Financial
Truist Financial
North Carolina
+$238M
3
Morgan Stanley
Morgan Stanley
New York
+$187M
4
DZ Bank
DZ Bank
Germany
+$185M
5
LSV Asset Management
LSV Asset Management
Illinois
+$126M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$442M
2
State Street
State Street
Massachusetts
-$357M
3
Franklin Resources
Franklin Resources
California
-$247M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$185M
5
VVP
Vulcan Value Partners
Alabama
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
876
MidWestOne Financial Group
Iowa
$1.94M -$85.1K -1,146 -4%
NA
877
NewEdge Advisors
Louisiana
$1.94M +$399K +5,370 +26%
EW
878
Evoke Wealth
California
$1.93M +$62.3K +838 +3%
IMOV
879
Investment Management of Virginia
Virginia
$1.93M -$449K -6,050 -19%
RCA
880
Resonant Capital Advisors
Wisconsin
$1.93M +$1.93M +25,946 New
TS
881
Twin Securities
New York
$1.93M +$1.87M +25,182 +3,349%
COI
882
Connable Office Inc
Michigan
$1.93M -$9.29K -125 -0.5%
GTAM
883
Global Trust Asset Management
Florida
$1.92M – – –
HIP
884
Harrell Investment Partners
Texas
$1.92M +$1.92M +25,886 New
EMG
885
Ellington Management Group
Connecticut
$1.92M +$1.92M +25,800 New
UFF
886
USA Financial Formulas
Michigan
$1.92M +$1.92M +25,793 New
JFA
887
Johanson Financial Advisors
California
$1.92M +$1.92M +142,210 New
RC
888
Roundview Capital
New Jersey
$1.91M +$67.1K +903 +4%
IBOK
889
Independence Bank of Kentucky
Kentucky
$1.9M -$98.3K -1,324 -5%
FCM
890
Fortis Capital Management
Washington
$1.88M +$1.88M +25,358 New
LFM
891
Lumina Fund Management
New York
$1.88M – – –
SB
892
Strategic Blueprint
Georgia
$1.88M -$109K -1,470 -5%
EWM
893
Endurance Wealth Management
Rhode Island
$1.86M -$24.3K -327 -1%
WWM
894
Willingdon Wealth Management
North Carolina
$1.86M -$1.04K -14 -0.1%
CS
895
Comerica Securities
Michigan
$1.86M +$50.6K +681 +3%
MUAMU
896
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.86M +$371K +5,000 +25%
MA
897
Mutual Advisors
Nebraska
$1.86M +$251K +3,384 +16%
SW
898
SteelPeak Wealth
California
$1.85M +$1.85M +24,952 New
B
899
Barings
North Carolina
$1.85M -$2.78M -37,417 -60%
GWM
900
Greenwich Wealth Management
Connecticut
$1.84M +$83K +1,118 +5%
34 35
36
37 38