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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 %
SAM
926
Sawgrass Asset Management
Florida
$1.74M -$449K -6,045 -21%
WPP
927
Whalerock Point Partners
Rhode Island
$1.73M -$138K -1,858 -7%
NIT
928
NumerixS Investment Technologies
British Columbia, Canada
$1.71M -$1.78M -23,962 -51%
SCA
929
Sage Capital Advisors
South Dakota
$1.71M +$19.1K +257 +1%
RB
930
Rodgers Brothers
Pennsylvania
$1.71M -$13.7K -184 -0.8%
RWA
931
River Wealth Advisors
Pennsylvania
$1.71M +$66.5K +895 +4%
RCM
932
Radnor Capital Management
Pennsylvania
$1.7M +$16.3K +220 +1%
OA
933
Oak Associates
Ohio
$1.7M – – –
P
934
Pitcairn
Pennsylvania
$1.69M +$139K +1,872 +9%
FFG
935
Fortem Financial Group
California
$1.69M +$59.1K +795 +4%
CG
936
Caprock Group
Idaho
$1.69M +$88.4K +1,190 +6%
KP
937
Keel Point
Alabama
$1.68M +$119K +1,606 +8%
CAM
938
Cypress Asset Management
Texas
$1.68M +$137K +1,849 +9%
BPC
939
Banque Pictet & Cie
Switzerland
$1.68M +$158K +2,120 +10%
Wealth Enhancement Advisory Services
940
Wealth Enhancement Advisory Services
Minnesota
$1.68M +$304K +4,097 +22%
VI
941
Vestcor Inc
New Brunswick, Canada
$1.68M +$1.68M +22,560 New
HVIA
942
Hudson Valley Investment Advisors
New York
$1.68M -$1.11K -15 -0.1%
Capstone Investment Advisors
943
Capstone Investment Advisors
New York
$1.68M +$1.68M +22,553 New
CMO
944
Covenant Multifamily Offices
Texas
$1.67M -$184K -2,480 -10%
MFAM
945
Motley Fool Asset Management
Virginia
$1.67M +$193K +2,600 +13%
KFA
946
Kays Financial Advisory
Georgia
$1.66M +$43.1K +580 +3%
SWP
947
Strategic Wealth Partners
Ohio
$1.66M -$236K -3,180 -12%
OIA
948
OneDigital Investment Advisors
Kansas
$1.66M +$18.2K +245 +1%
HKIM
949
Hayek Kallen Investment Management
Alabama
$1.66M +$58.6K +789 +4%
CCG
950
Ceeto Capital Group
Florida
$1.65M – – –
36 37
38
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