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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 %
CNFG
901
Creegan & Nassoura Financial Group
New Hampshire
$1.59M – – –
IG
902
ING Group
Netherlands
$1.58M -$4.02M -67,733 -72%
SCP
903
Stamos Capital Partners
California
$1.58M +$1.58M +26,657 New
GT
904
Greenleaf Trust
Michigan
$1.58M +$134K +2,256 +9%
TIP
905
Torray Investment Partners
Maryland
$1.58M +$1.58M +26,596 New
FTI
906
Fiduciary Trust International
Massachusetts
$1.58M +$1.58M +26,541 New
FFH
907
Fairfax Financial Holdings
Ontario, Canada
$1.57M – – –
DCM
908
Delta Capital Management
New Jersey
$1.57M -$17.8K -300 -1%
HIP
909
Harrell Investment Partners
Texas
$1.57M +$29.2K +492 +2%
TCOT
910
Trust Company of Toledo
Ohio
$1.57M +$122K +2,049 +8%
IMOV
911
Investment Management of Virginia
Virginia
$1.56M +$19.9K +335 +1%
FC
912
FORA Capital
Florida
$1.56M +$485K +8,177 +45%
NERM
913
New England Research & Management
Illinois
$1.55M +$137K +2,316 +10%
EWM
914
Endurance Wealth Management
Rhode Island
$1.55M +$59.3K +1,000 +4%
GTAM
915
Global Trust Asset Management
Florida
$1.54M -$298 -5 -0%
QIM
916
Quantitative Investment Management
Virginia
$1.54M +$1.54M +25,957 New
COI
917
Connable Office Inc
Michigan
$1.53M -$8.37K -141 -0.5%
IA
918
IFP Advisors
Florida
$1.53M +$262K +4,499 +21%
HSA
919
Hussman Strategic Advisors
Maryland
$1.53M +$1.53M +25,750 New
DWA
920
Douglass Winthrop Advisors
New York
$1.52M -$180K -3,040 -11%
CCG
921
Ceeto Capital Group
Florida
$1.51M +$171K +2,886 +13%
MSAM
922
Moloney Securities Asset Management
Missouri
$1.51M +$472K +7,946 +46%
LFM
923
Lumina Fund Management
New York
$1.5M – – –
CAL
924
Capital Analysts LLC
Pennsylvania
$1.5M +$63.3K +1,067 +4%
APP
925
Avantax Planning Partners
Iowa
$1.5M +$910K +15,341 +155%
35 36
37
38 39