CVS icon

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 %
GAM
976
Griffin Asset Management
New York
$1.53M +$82.2K +1,106 +6%
FDS
977
First Dallas Securities
Texas
$1.52M +$119K +1,603 +8%
MC
978
Machina Capital
France
$1.52M +$896K +12,054 +143%
NEAM
979
New England Asset Management
Connecticut
$1.52M – – –
NMIFOAC
980
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.51M – – –
SS
981
Simplicity Solutions
Minnesota
$1.51M +$74.6K +1,005 +5%
BOH
982
Bank of Hawaii
Hawaii
$1.51M +$94.4K +1,270 +7%
PAM
983
Paradigm Asset Management
New York
$1.5M +$201K +2,700 +15%
HS
984
Haafor (Singapore)
Singapore
$1.5M +$1.5M +20,142 New
BWM
985
BigSur Wealth Management
Florida
$1.49M – – –
CS
986
Cannell & Spears
New York
$1.48M +$8.39K +113 +0.6%
TAIM
987
TD Ameritrade Investment Management
Nebraska
$1.48M +$153K +2,061 +12%
CC
988
Cedar Capital
Illinois
$1.48M +$271K +3,653 +23%
AHC
989
Adell Harriman & Carpenter
Texas
$1.47M +$418K +5,620 +40%
XWM
990
Xcel Wealth Management
Florida
$1.47M +$21.5K +290 +1%
MME
991
Meag Munich Ergo
Germany
$1.47M -$4.86M -65,938 -77%
CSA
992
Cottage Street Advisors
Massachusetts
$1.46M +$17.5K +235 +1%
ECM
993
Exchange Capital Management
Michigan
$1.46M -$29.2K -393 -2%
AWA
994
Arete Wealth Advisors
Illinois
$1.45M -$40.2K -542 -3%
III
995
Independent Investors Inc
New York
$1.45M -$104K -1,400 -7%
SPFA
996
Summit Place Financial Advisors
New Jersey
$1.45M +$1.45M +19,500 New
RGC
997
Roberts, Glore & Co
Illinois
$1.44M +$678K +9,126 +89%
SDWIA
998
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.44M +$52.7K +710 +4%
FAM
999
Formidable Asset Management
Ohio
$1.44M +$1.44M +19,246 New
BCP
1000
Berkeley Capital Partners
Georgia
$1.43M -$93K -1,252 -6%
38 39
40
41 42