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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISB
876
Iowa State Bank
Iowa
$1.66M +$88.7K +1,518 +6%
Wealth Enhancement Advisory Services
877
Wealth Enhancement Advisory Services
Minnesota
$1.66M +$1.66M +27,847 New
SYBT
878
Stock Yards Bank & Trust
Kentucky
$1.66M -$54K -925 -3%
TC
879
Telemus Capital
Michigan
$1.66M -$348K -5,835 -17%
GTAM
880
Global Trust Asset Management
Florida
$1.66M +$110K +1,907 +7%
EF
881
Empirical Finance
Pennsylvania
$1.65M +$1.17M +19,994 +241%
MA
882
Montag & Associates
Georgia
$1.65M +$307K +5,250 +23%
WWM
883
Western Wealth Management
Colorado
$1.64M -$325K -5,563 -17%
CBN
884
Cadence Bank NA
Texas
$1.63M +$43.5K +745 +3%
WAM
885
Westport Asset Management
Connecticut
$1.62M – – –
APP
886
Avantax Planning Partners
Iowa
$1.62M +$28.2K +482 +2%
CVM
887
Cheviot Value Management
California
$1.62M -$3.62K -62 -0.2%
AF
888
Advisornet Financial
Minnesota
$1.62M +$250K +4,287 +18%
MCM
889
Mitchell Capital Management
Kansas
$1.62M -$8.53K -146 -0.5%
BWM
890
BerganKDV Wealth Management
Minnesota
$1.61M -$122K -2,089 -7%
MOS
891
MGO One Seven
Ohio
$1.61M -$116K -1,987 -7%
VF
892
Virtu Financial
New York
$1.61M +$1.61M +27,597 New
KWM
893
Kingsview Wealth Management
Oregon
$1.61M -$48.9K -838 -3%
AT
894
Arden Trust
Delaware
$1.61M +$50.1K +858 +3%
KFA
895
Kays Financial Advisory
Georgia
$1.6M +$140K +2,402 +10%
PA
896
PSI Advisors
Florida
$1.6M +$199K +3,404 +14%
FMC
897
First Merchants Corp
Indiana
$1.6M +$19.6K +336 +1%
SAM
898
Sawgrass Asset Management
Florida
$1.6M – – –
TSWM
899
Triangle Securities Wealth Management
North Carolina
$1.6M +$32.7K +560 +2%
PA
900
Profund Advisors
Maryland
$1.6M -$388K -6,638 -20%
34 35
36
37 38