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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
951
Sage Capital Advisors
South Dakota
$1.58M -$1.3K -20 -0.1%
BHB
952
Bank Hapoalim BM
Israel
$1.57M +$130K +2,000 +9%
EH
953
Equitable Holdings
New York
$1.57M +$526K +8,088 +51%
PA
954
PSI Advisors
Florida
$1.56M -$46.9K -722 -3%
MFAM
955
Motley Fool Asset Management
Virginia
$1.56M +$116K +1,784 +8%
BFC
956
Blue Fin Capital
Rhode Island
$1.56M +$69.8K +1,075 +5%
HKIM
957
Hayek Kallen Investment Management
Alabama
$1.55M +$131K +2,021 +9%
IA
958
IFP Advisors
Florida
$1.54M -$150K -2,324 -9%
Lido Advisors
959
Lido Advisors
California
$1.53M -$510K -7,848 -25%
RB
960
Rodgers Brothers
Pennsylvania
$1.53M +$10K +154 +0.7%
FFA
961
First Foundation Advisors
California
$1.52M +$141K +2,172 +10%
PWM
962
Perigon Wealth Management
California
$1.52M -$1.88K -29 -0.1%
AF
963
Advisornet Financial
Minnesota
$1.52M +$374K +5,752 +33%
SB
964
Simmons Bank
Arkansas
$1.52M +$179K +2,761 +13%
WG
965
Winton Group
United Kingdom
$1.52M +$1.52M +23,390 New
RCM
966
Radnor Capital Management
Pennsylvania
$1.51M +$25.8K +400 +2%
PFO
967
Pathstone Family Office
New Jersey
$1.5M -$5.85K -90 -0.4%
MA
968
Montag & Associates
Georgia
$1.49M – – –
HVIA
969
Hudson Valley Investment Advisors
New York
$1.49M -$13K -200 -0.9%
SLG
970
Stanley-Laman Group
Pennsylvania
$1.49M +$199K +3,059 +15%
CI
971
Conning Inc
Connecticut
$1.49M +$37K +570 +3%
OA
972
Oak Associates
Ohio
$1.48M – – –
GAM
973
Griffin Asset Management
New York
$1.48M +$47.9K +737 +3%
HW
974
Hedeker Wealth
Illinois
$1.48M +$65.5K +1,009 +5%
DCM
975
Delta Capital Management
New Jersey
$1.47M -$244K -3,755 -14%
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