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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 %
LOAMS
926
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.49M +$1.15M +19,459 +340%
MCM
927
Matarin Capital Management
New York
$1.49M -$560K -9,431 -27%
CAM
928
Cypress Asset Management
Texas
$1.49M +$146K +2,454 +11%
AHC
929
Adell Harriman & Carpenter
Texas
$1.48M +$307K +5,180 +26%
EW
930
Evoke Wealth
California
$1.48M -$60.2K -1,014 -4%
HVC
931
Healthcare Value Capital
New Jersey
$1.48M -$1.48M -25,000 -50%
SDWIA
932
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.48M +$335K +5,643 +29%
UM
933
Ulysses Management
New York
$1.48M +$1.48M +25,000 New
GWM
934
Greenwich Wealth Management
Connecticut
$1.47M -$1.42K -24 -0.1%
PA
935
PSI Advisors
Florida
$1.47M +$218K +3,677 +17%
NSB
936
Norway Savings Bank
Maine
$1.47M +$49.9K +840 +4%
KFA
937
Kays Financial Advisory
Georgia
$1.46M +$134K +2,258 +10%
SCA
938
Sage Capital Advisors
South Dakota
$1.45M +$81.5K +1,374 +6%
BO
939
Bank OZK
Arkansas
$1.44M +$9.79K +165 +0.7%
FPB
940
First PREMIER Bank
South Dakota
$1.44M +$41.2K +695 +3%
RWA
941
River Wealth Advisors
Pennsylvania
$1.44M +$72.8K +1,227 +5%
SB
942
Strategic Blueprint
Georgia
$1.43M -$67.3K -1,134 -4%
CBN
943
Cadence Bank NA
Texas
$1.43M +$293K +4,945 +26%
RCIM
944
Russell Clark Investment Management
United Kingdom
$1.42M – – –
CS
945
Comerica Securities
Michigan
$1.42M -$61.6K -1,039 -4%
PWM
946
Perigon Wealth Management
California
$1.42M +$77.8K +1,287 +6%
KP
947
Keel Point
Alabama
$1.41M +$71K +1,197 +5%
BCM
948
Bayesian Capital Management
New York
$1.41M -$1.45M -24,400 -51%
PC
949
PointState Capital
New York
$1.4M +$1.4M +23,515 New
AF
950
Allworth Financial
California
$1.39M +$1.3M +21,919 +1,454%
36 37
38
39 40