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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 %
CONA
951
Capital One National Association
New York
$1.65M +$1.65M +22,140 New
PWP
952
Principle Wealth Partners
Connecticut
$1.64M – – –
PWM
953
Perigon Wealth Management
California
$1.64M -$314K -4,254 -16%
AIP
954
Ameritas Investment Partners
Nebraska
$1.63M -$23.2K -313 -1%
SLG
955
Stanley-Laman Group
Pennsylvania
$1.62M -$30.8K -415 -2%
IA
956
IFP Advisors
Florida
$1.62M -$906K -12,204 -36%
CFM
957
Coronation Fund Managers
South Africa
$1.62M -$11.1M -149,970 -87%
FC
958
FCA Corp
Texas
$1.61M -$297 -4 -0%
NG
959
Northstar Group
New York
$1.61M -$3.71K -50 -0.2%
PK
960
Pflug Koory
Nebraska
$1.6M – – –
BFC
961
Blue Fin Capital
Rhode Island
$1.6M +$31.6K +426 +2%
IPW
962
Inlet Private Wealth
Florida
$1.6M -$327K -4,400 -17%
ZCA
963
Zeke Capital Advisors
Pennsylvania
$1.59M +$642K +8,641 +68%
TWA
964
TCI Wealth Advisors
Arizona
$1.58M -$138K -1,859 -8%
WAM
965
Wealthspire Advisors (Maryland)
Maryland
$1.58M +$644K +8,671 +69%
AWM
966
Alterna Wealth Management
Texas
$1.58M -$104K -1,397 -6%
CCT
967
Capital City Trust
Florida
$1.58M +$90.1K +1,213 +6%
IWM
968
IHT Wealth Management
Illinois
$1.57M +$570K +7,676 +57%
PA
969
PSI Advisors
Florida
$1.57M +$1.57M +21,096 New
IRF
970
IBM Retirement Fund
New York
$1.57M -$61.9K -833 -4%
AI
971
Atom Investors
Texas
$1.56M +$286K +3,855 +22%
MCM
972
Mitchell Capital Management
Kansas
$1.56M +$325K +4,374 +26%
Assenagon Asset Management
973
Assenagon Asset Management
Luxembourg
$1.55M -$24M -322,896 -94%
EF
974
Exeter Financial
Arizona
$1.53M +$96.6K +1,300 +7%
TFGT
975
TS Financial Group (TSFG)
Illinois
$1.53M +$4.24K +57 +0.3%
37 38
39
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