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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 %
MWM
951
Minot Wealth Management
Massachusetts
$1.43M -$84.2K -1,441 -6%
BO
952
Bank OZK
Arkansas
$1.43M -$46.1K -790 -3%
CAL
953
Capital Analysts LLC
Pennsylvania
$1.43M -$20K -342 -1%
GT
954
Greenleaf Trust
Michigan
$1.43M -$114K -1,957 -7%
PFO
955
Pathstone Family Office
New Jersey
$1.43M +$81.7K +1,398 +6%
CP
956
Camelot Portfolios
Ohio
$1.43M +$729K +12,489 +105%
CCM
957
Compton Capital Management
Rhode Island
$1.42M -$651K -11,140 -31%
MHS
958
M Holdings Securities
Oregon
$1.42M -$557K -9,542 -28%
SCA
959
Sage Capital Advisors
South Dakota
$1.41M -$7.83K -134 -0.6%
TPCW
960
TD Private Client Wealth
New York
$1.41M -$226K -3,878 -14%
Lido Advisors
961
Lido Advisors
California
$1.39M +$18.5K +317 +1%
RCA
962
Resonant Capital Advisors
Wisconsin
$1.38M +$187K +3,202 +16%
EH
963
Equitable Holdings
New York
$1.38M -$26.2K -449 -2%
SWP
964
Strategic Wealth Partners
Ohio
$1.38M -$329K -5,624 -19%
JIP
965
Jaffetilchin Investment Partners
Florida
$1.38M +$416K +7,119 +43%
1WA
966
180 Wealth Advisors
Washington
$1.38M +$199K +3,350 +17%
NGA
967
Naples Global Advisors
Florida
$1.37M +$367K +6,285 +36%
ARG
968
Advisory Resource Group
Oklahoma
$1.37M +$1.37M +23,528 New
NG
969
Northstar Group
New York
$1.37M +$180K +3,089 +15%
HAG
970
HighPoint Advisor Group
Illinois
$1.37M +$52.1K +848 +4%
FB
971
Fulton Bank
Pennsylvania
$1.36M -$216K -3,695 -14%
CI
972
Conning Inc
Connecticut
$1.35M +$16.3K +280 +1%
JWM
973
Jupiter Wealth Management
Colorado
$1.35M -$2.8M -47,895 -68%
SSG
974
Summit Securities Group
New York
$1.34M -$1.78M -30,400 -57%
HKIM
975
Hayek Kallen Investment Management
Alabama
$1.34M -$53.7K -919 -4%
37 38
39
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