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CVS Health
CVS

Overview Fund Activity

1,704 hedge funds and large institutions have $55B invested in CVS Health in 2019 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 855 increasing their positions, 595 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
-72
Holders Change %
-4.05%
% of All Funds
36.94%
Holding in Top 10
35
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-57.83%
% of All Funds
0.76%
New
148
Increased
855
Reduced
595
Closed
198
Calls
$1.12B
Puts
$1.44B
Net Calls
-$324M
Net Calls Change
-$683M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$239M
2
Capital International Investors
Capital International Investors
California
+$216M
3
Dodge & Cox
Dodge & Cox
California
+$205M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
5
State Street
State Street
Massachusetts
+$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$591M
2
GCM
Glenview Capital Management
New York
-$556M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$432M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
976
Strategic Wealth Partners
Ohio
$1.07M +$122K +2,258 +13%
FMTCOCP
977
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.07M +$149K +2,760 +16%
BO
978
Bank OZK
Arkansas
$1.06M +$77.8K +1,443 +8%
TFGT
979
TS Financial Group (TSFG)
Illinois
$1.06M +$1.06M +19,591 New
MMG
980
Monetary Management Group
Missouri
$1.05M -$920K -17,042 -47%
BHWM
981
Bar Harbor Wealth Management
New Hampshire
$1.04M -$28.4K -526 -3%
VC
982
Vicus Capital
Pennsylvania
$1.04M -$51.3K -951 -5%
CIA
983
Choate Investment Advisors
Massachusetts
$1.03M +$71.1K +1,319 +7%
ACM
984
Asymmetry Capital Management
California
$1.02M +$248K +6,941 +32%
IAA
985
Independent Advisor Alliance
North Carolina
$1.02M -$67.2K -1,246 -6%
HSA
986
HBK Sorce Advisory
Pennsylvania
$1.02M +$61.1K +1,133 +6%
MC
987
Martin & Co
Tennessee
$1.01M +$1.08K +20 +0.1%
CP
988
Camelot Portfolios
Ohio
$1.01M +$117K +2,168 +13%
CCM
989
Cribstone Capital Management
Maine
$1.01M -$531K -9,852 -35%
BG
990
Bollard Group
Massachusetts
$998K +$1.13K +21 +0.1%
PFO
991
Pathstone Family Office
New Jersey
$998K +$400K +7,408 +67%
III
992
Independent Investors Inc
New York
$990K -$70.1K -1,300 -7%
SNBOSD
993
Security National Bank of So Dak
Iowa
$990K +$120K +2,235 +14%
CBN
994
Cadence Bank NA
Texas
$985K +$51.1K +948 +5%
FNB
995
Farmers National Bank
Kentucky
$984K +$984K +18,243 New
Fisher Asset Management
996
Fisher Asset Management
Washington
$979K +$56.2K +1,042 +6%
Wealth Enhancement Advisory Services
997
Wealth Enhancement Advisory Services
Minnesota
$977K +$55.2K +1,042 +6%
PAMG
998
Patton Albertson Miller Group
Tennessee
$973K +$256K +4,755 +36%
XWM
999
Xcel Wealth Management
Florida
$973K +$973K +18,044 New
WIP
1000
Wellesley Investment Partners
Massachusetts
$971K -$132K -2,447 -12%
38 39
40
41 42