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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 %
FIM
976
Freedom Investment Management
Connecticut
$1.29M -$37.8K -529 -3%
HW
977
Hedeker Wealth
Illinois
$1.29M +$370K +6,245 +40%
PFS
978
Prospera Financial Services
Texas
$1.29M -$292K -4,919 -18%
CP
979
Camelot Portfolios
Ohio
$1.29M -$265K -4,472 -17%
FDS
980
First Dallas Securities
Texas
$1.29M +$71.3K +1,202 +6%
IDBONY
981
Israel Discount Bank of New York
New York
$1.29M +$175K +2,949 +16%
MIG
982
McGuire Investment Group
Rhode Island
$1.29M -$1.47M -24,727 -53%
FC
983
FCA Corp
Texas
$1.28M -$10K -169 -0.8%
NG
984
Northstar Group
New York
$1.27M -$14.3K -241 -1%
AIP
985
Ameritas Investment Partners
Nebraska
$1.27M -$28.7K -483 -2%
PK
986
Pflug Koory
Nebraska
$1.27M -$11.9K -200 -0.9%
FFA
987
First Foundation Advisors
California
$1.26M +$625K +10,531 +98%
ICM
988
Intrepid Capital Management
Florida
$1.26M +$1.26M +21,227 New
MAFM
989
Mid Atlantic Financial Management
Pennsylvania
$1.25M +$256K +4,314 +26%
CG
990
Caprock Group
Idaho
$1.25M -$101K -1,703 -8%
NEAM
991
New England Asset Management
Connecticut
$1.24M +$29.7K +500 +2%
AWA
992
Arete Wealth Advisors
Illinois
$1.24M +$80K +1,349 +7%
FC
993
Ferris Capital
Massachusetts
$1.24M +$175K +2,952 +16%
COF
994
Capital One Financial
Virginia
$1.24M +$1.24M +20,900 New
GC
995
Guardian Capital
Ontario, Canada
$1.23M +$136K +2,300 +12%
ECM
996
ExodusPoint Capital Management
New York
$1.23M -$417K -7,032 -25%
CF
997
Centaurus Financial
California
$1.23M +$224K +3,777 +22%
IAS
998
Investment Advisory Services
Texas
$1.23M +$224K +3,769 +22%
SB
999
Simmons Bank
Arkansas
$1.22M +$738K +12,441 +152%
IPW
1000
Inlet Private Wealth
Florida
$1.22M -$53.4K -900 -4%
38 39
40
41 42