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CVS Health
CVS

Overview Fund Activity

1,106 hedge funds and large institutions have $59.6B invested in CVS Health in 2013 Q2 according to their latest regulatory filings, with 1,106 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,106
Holders Change
+1,106
Holders Change %
–
% of All Funds
36.11%
Holding in Top 10
108
Holding in Top 10 Change
+108
Holding in Top 10 Change %
%
% of All Funds
3.53%
New
1,106
Increased
–
Reduced
–
Closed
–
Calls
$214M
Puts
$250M
Net Calls
-$35.9M
Net Calls Change
-$35.9M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1001
WFG Advisors
Texas
$242K +$242K +4,228 New
AWA
1002
AmeriServ Wealth Advisors
Pennsylvania
$240K +$240K +4,200 New
SC
1003
Scotia Capital
Ontario, Canada
$236K +$236K +4,133 New
LD
1004
Lipe & Dalton
New York
$233K +$233K +4,083 New
AA
1005
Apriem Advisors
California
$232K +$232K +4,059 New
LKIM
1006
Lawson Kroeker Investment Management
Nebraska
$229K +$229K +4,000 New
PP
1007
Palladium Partners
Virginia
$227K +$227K +3,970 New
JMFC
1008
J.M. Forbes & Co
Massachusetts
$225K +$225K +3,940 New
CA
1009
Cetera Advisors
Colorado
$224K +$224K +3,911 New
BJL
1010
Brighton Jones LLC
Washington
$223K +$223K +3,903 New
GT
1011
Greenleaf Trust
Michigan
$222K +$222K +3,880 New
DBG
1012
De Burlo Group
Massachusetts
$218K +$218K +3,806 New
MCWS
1013
McKinley Carter Wealth Services
West Virginia
$213K +$213K +3,731 New
WA
1014
WESPAC Advisors
California
$211K +$211K +3,690 New
IAM
1015
Impax Asset Management
New Hampshire
$206K +$206K +3,600 New
FIAS
1016
FinTrust Investment Advisory Services
South Carolina
$206K +$206K +3,607 New
CIP
1017
Convergence Investment Partners
Florida
$203K +$203K +3,550 New
ICOA
1018
Investment Centers of America
North Dakota
$200K +$200K +3,486 New
DTL
1019
Dynamic Technology Lab
Singapore
$200K +$200K +3,500 New
MC
1020
MRJ Capital
New York
$200K +$200K +3,500 New
TF
1021
Tompkins Financial
New York
$197K +$197K +3,460 New
RFS
1022
Rockefeller Financial Services
New York
$186K +$186K +3,250 New
NYLT
1023
New York Life Trust
New York
$182K +$182K +3,175 New
RA
1024
Rational Advisors
New York
$178K +$178K +3,105 New
BRWA
1025
B. Riley Wealth Advisors
Florida
$173K +$173K +3,026 New
39 40
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