CVS icon

CVS Health
CVS

Overview Fund Activity

1,571 hedge funds and large institutions have $66.4B invested in CVS Health in 2017 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 664 increasing their positions, 654 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,571
Holders Change
+27
Holders Change %
+1.75%
% of All Funds
39.17%
Holding in Top 10
68
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.07%
% of All Funds
1.7%
New
147
Increased
664
Reduced
654
Closed
102
Calls
$1.14B
Puts
$1.2B
Net Calls
-$58.5M
Net Calls Change
+$52.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$4.77B
2
Barclays
Barclays
United Kingdom
+$334M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$275M
4
Deutsche Bank
Deutsche Bank
Germany
+$210M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$206M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$492M
2
CWG
C WorldWide Group
Denmark
-$240M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$211M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$208M
5
JHIU
Janus Henderson Investors US
Colorado
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPCM
926
High Pointe Capital Management
Illinois
$1.5M – – –
AP
927
Appleton Partners
Massachusetts
$1.5M -$360K -4,585 -19%
SGCA
928
Steel Grove Capital Advisors
Tennessee
$1.49M -$48.5K -618 -3%
NBG
929
Nancy B. Gardiner
$1.49M +$40K +509 +3%
LFAS
930
Level Four Advisory Services
Texas
$1.49M -$73.9K -954 -5%
JIR
931
James Investment Research
Ohio
$1.49M +$1.46M +18,535 +4,434%
SS
932
Simplicity Solutions
Minnesota
$1.49M +$789K +10,047 +113%
KM
933
Kalos Management
Georgia
$1.49M +$1.49M +18,947 New
TBA
934
Train Babcock Advisors
New York
$1.48M -$197K -2,515 -12%
ETM
935
Euclidean Technologies Management
Washington
$1.48M +$1.48M +18,866 New
BO
936
Bank OZK
Arkansas
$1.47M +$90.6K +1,155 +7%
CA
937
Clearstead Advisors
Ohio
$1.47M +$48.6K +619 +3%
WGCA
938
Wolf Group Capital Advisors
Virginia
$1.46M -$42.8K -545 -3%
CB
939
Community Bank
New York
$1.46M +$285K +3,632 +24%
ZAM
940
Zevin Asset Management
Massachusetts
$1.45M -$3.81M -48,520 -72%
FWM
941
Frontier Wealth Management
Missouri
$1.4M -$671K -8,550 -32%
WSFS
942
Wilmington Savings Fund Society
Delaware
$1.38M -$134K -1,705 -9%
BOS
943
Bank of Stockton
California
$1.38M -$47.1K -600 -3%
CIM
944
Cambria Investment Management
California
$1.38M +$16.8K +214 +1%
WCBA
945
Weaver C. Barksdale & Associates
Tennessee
$1.37M +$369K +4,700 +37%
GHA
946
Garcia Hamilton & Associates
Texas
$1.35M -$2.02M -24,517 -60%
AL
947
Agran Libbie
California
$1.35M -$293K -3,734 -18%
I
948
IberiaBank
Louisiana
$1.35M +$699K +8,901 +107%
EHWM
949
Eads & Heald Wealth Management
Georgia
$1.34M +$225K +2,864 +20%
NPC
950
National Planning Corporation
California
$1.34M -$185K -2,369 -12%
36 37
38
39 40