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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 %
WAM
926
Wealthspire Advisors (Maryland)
Maryland
$1.19M -$187K -2,574 -14%
TWI
927
Thomas White International
Illinois
$1.17M -$24K -331 -2%
KS
928
Karpas Strategies
Connecticut
$1.17M – – –
CIM
929
Cambria Investment Management
California
$1.16M +$93.1K +1,284 +9%
CIA
930
Capital Investment Advisors
Georgia
$1.16M +$163K +2,244 +16%
FMTCOCP
931
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.16M -$50.8K -700 -4%
NSB
932
Norway Savings Bank
Maine
$1.16M -$71K -980 -6%
JWA
933
JFS Wealth Advisors
Pennsylvania
$1.16M -$5.8K -80 -0.5%
EHWM
934
Eads & Heald Wealth Management
Georgia
$1.15M -$64.1K -884 -5%
SA
935
Strategic Advisors
New York
$1.14M +$341K +4,696 +42%
HCM
936
Hodges Capital Management
Texas
$1.13M +$1.13M +15,630 New
DCM
937
Donaldson Capital Management
Indiana
$1.13M -$187K -2,574 -14%
SCM
938
Schnieders Capital Management
California
$1.12M -$334K -4,610 -23%
BWA
939
BDO Wealth Advisors
Florida
$1.12M -$66.4K -916 -6%
GXMC
940
Global X Management Company
New York
$1.12M +$157K +2,171 +16%
FC
941
FCA Corp
Texas
$1.12M -$41K -565 -4%
SAM
942
Smithbridge Asset Management
Pennsylvania
$1.12M -$36.2K -500 -3%
CA
943
Cetera Advisors
Colorado
$1.11M -$244K -3,359 -18%
BCAM
944
Boston Common Asset Management
Massachusetts
$1.11M -$2.78M -38,360 -71%
DBIA
945
Dumont & Blake Investment Advisors
New Jersey
$1.1M -$30.4K -420 -3%
ATC
946
Argent Trust Co
Tennessee
$1.09M -$198K -2,728 -15%
NSEDCP
947
NJ State Employees Deferred Compensation Plan
New Jersey
$1.09M – – –
WGCA
948
Wolf Group Capital Advisors
Virginia
$1.09M -$20.3K -280 -2%
GP
949
Greenline Partners
New York
$1.09M +$1.09M +14,965 New
RWA
950
River Wealth Advisors
Pennsylvania
$1.08M -$310K -4,276 -22%
36 37
38
39 40