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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 %
KA
1001
Kovack Advisors
Florida
$970K +$147K +2,718 +18%
COI
1002
Capital One Investing
Virginia
$970K +$161K +2,981 +20%
PA
1003
Parallel Advisors
California
$965K +$421K +7,810 +77%
LA
1004
Legacy Advisors
Pennsylvania
$960K +$489K +9,081 +104%
BWM
1005
BerganKDV Wealth Management
Minnesota
$959K +$178K +3,299 +23%
IC
1006
Intersect Capital
California
$956K +$226K +4,191 +31%
MCM
1007
Mengis Capital Management
Oregon
$956K +$226K +4,200 +31%
FFG
1008
Fortem Financial Group
California
$950K +$16.7K +310 +2%
WA
1009
WBH Advisory
Maryland
$943K -$113K -2,092 -11%
TRCT
1010
Tower Research Capital (TRC)
New York
$942K -$2.05M -37,980 -69%
AFM
1011
Abbot Financial Management
Massachusetts
$939K +$139K +2,581 +17%
BOS
1012
Bank of Stockton
California
$937K +$114K +2,124 +14%
BWA
1013
BDO Wealth Advisors
Florida
$933K -$28.2K -522 -3%
RIG
1014
Roosevelt Investment Group
New York
$928K +$10.7K +199 +1%
CC
1015
Claybrook Capital
Massachusetts
$928K +$907K +16,815 +4,368%
BRWA
1016
B. Riley Wealth Advisors
Florida
$925K +$333K +6,163 +56%
KP
1017
Keel Point
Alabama
$925K +$336K +6,227 +57%
CCMG
1018
Clark Capital Management Group
Pennsylvania
$920K -$51.6M -958,019 -98%
GIA
1019
Gargoyle Investment Advisor
New Jersey
$919K – – –
LCH
1020
Lee Capital Holdings
New York
$917K +$917K +17,000 New
BCP
1021
Berkeley Capital Partners
Georgia
$915K +$121K +2,251 +15%
AI
1022
Atria Investments
North Carolina
$913K -$1.72M -31,965 -65%
ST
1023
Spinnaker Trust
Maine
$913K -$156K -2,904 -15%
ATI
1024
Act Two Investors
California
$912K -$16.3K -303 -2%
SBH
1025
Segall Bryant & Hamill
Illinois
$903K -$79.7K -1,483 -8%
39 40
41
42 43