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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 %
APW
951
Aurora Private Wealth
New Jersey
$1.39M +$608K +10,254 +78%
RB
952
Rodgers Brothers
Pennsylvania
$1.39M +$24K +404 +2%
KC
953
Kingfisher Capital
North Carolina
$1.38M +$1.38M +23,204 New
WWM
954
Willingdon Wealth Management
North Carolina
$1.37M -$114K -1,922 -8%
HVIA
955
Hudson Valley Investment Advisors
New York
$1.37M +$34.1K +575 +3%
PFO
956
Pathstone Family Office
New Jersey
$1.37M +$7.95K +134 +0.6%
NI
957
Nepsis Inc
Minnesota
$1.37M -$5.43M -91,477 -80%
MA
958
Montag & Associates
Georgia
$1.36M -$46.9K -790 -3%
RCM
959
Radnor Capital Management
Pennsylvania
$1.36M +$5.93K +100 +0.4%
BFC
960
Blue Fin Capital
Rhode Island
$1.36M +$74.3K +1,254 +6%
OA
961
Oak Associates
Ohio
$1.35M – – –
ICM
962
Invenomic Capital Management
Massachusetts
$1.35M -$2.25M -38,000 -63%
TC
963
Truvestments Capital
Florida
$1.34M -$717K -12,089 -35%
CI
964
Conning Inc
Connecticut
$1.32M -$147K -2,474 -10%
OIA
965
OneDigital Investment Advisors
Kansas
$1.32M -$6.88K -116 -0.5%
MFAM
966
Motley Fool Asset Management
Virginia
$1.32M -$16.5K -278 -1%
BHB
967
Bank Hapoalim BM
Israel
$1.31M -$345K -5,807 -21%
SPFA
968
Summit Place Financial Advisors
New Jersey
$1.31M +$153K +2,575 +13%
PAM
969
PVG Asset Management
Colorado
$1.31M +$737K +12,416 +129%
GAM
970
Griffin Asset Management
New York
$1.31M +$91.6K +1,544 +8%
CFA
971
Camarda Financial Advisors
Florida
$1.31M -$155K -2,617 -11%
BEC
972
Blue Edge Capital
Virginia
$1.3M +$498K +8,395 +62%
CCP
973
Corient Capital Partners
California
$1.3M -$258K -4,341 -17%
PWP
974
Principle Wealth Partners
Connecticut
$1.3M -$8.42K -142 -0.6%
HKIM
975
Hayek Kallen Investment Management
Alabama
$1.3M -$22.6K -381 -2%
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