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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
926
Symmetry Partners
Connecticut
$1.54M +$585K +10,014 +61%
Rafferty Asset Management
927
Rafferty Asset Management
New York
$1.54M -$311K -5,328 -17%
PIM
928
Penobscot Investment Management
Massachusetts
$1.53M -$132K -2,252 -8%
SAM
929
Secure Asset Management
Michigan
$1.53M -$151K -2,581 -9%
SCP
930
Stamos Capital Partners
California
$1.52M +$467K +8,000 +44%
TCA
931
Transcend Capital Advisors
New Jersey
$1.51M +$563K +9,638 +59%
MCCP
932
Mission Creek Capital Partners
California
$1.51M +$1.17M +19,996 +338%
TCOT
933
Trust Company of Toledo
Ohio
$1.51M -$20.9K -358 -1%
SFWA
934
Summit Financial Wealth Advisors
Louisiana
$1.5M -$245K -4,220 -14%
TC
935
TownSquare Capital
Utah
$1.49M -$1.62M -27,885 -52%
NSB
936
Norway Savings Bank
Maine
$1.49M -$14.6K -250 -1%
MSAM
937
Moloney Securities Asset Management
Missouri
$1.49M +$13.6K +232 +0.9%
SPFA
938
Summit Place Financial Advisors
New Jersey
$1.49M -$5.84K -100 -0.4%
LFM
939
Lumina Fund Management
New York
$1.48M – – –
MA
940
Menlo Advisors
California
$1.47M -$1.46M -25,042 -50%
SLWS
941
Swaine & Leidel Wealth Services
Florida
$1.46M +$1.46M +25,003 New
IHL
942
Investment House LLC
California
$1.46M -$194K -3,325 -12%
JSL
943
JT Stratford LLC
Georgia
$1.46M -$144K -2,471 -9%
BEC
944
Blue Edge Capital
Virginia
$1.45M -$69.8K -1,196 -5%
ACM
945
Ategra Capital Management
Virginia
$1.45M -$245K -4,193 -14%
GWM
946
Greenwich Wealth Management
Connecticut
$1.45M -$1.11K -19 -0.1%
BFC
947
Blue Fin Capital
Rhode Island
$1.44M +$46.3K +793 +3%
SB
948
Simmons Bank
Arkansas
$1.44M +$73.6K +1,260 +5%
EHWM
949
Eads & Heald Wealth Management
Georgia
$1.44M +$431K +7,385 +43%
ATPW
950
Ashton Thomas Private Wealth
Arizona
$1.44M +$637K +10,901 +79%
36 37
38
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