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 %
HIS
1001
Horizon Investment Services
Indiana
$1.43M +$1.43M +19,252 New
YMRC
1002
Yorktown Management & Research Company
Virginia
$1.43M – – –
BIM
1003
Baldwin Investment Management
Pennsylvania
$1.43M +$7.43K +100 +0.5%
CBN
1004
Cadence Bank NA
Texas
$1.42M +$64.2K +864 +5%
SMC
1005
Smith, Moore & Co
Missouri
$1.42M -$115K -1,551 -8%
PA
1006
Parallel Advisors
California
$1.41M +$81.1K +1,092 +6%
FMTCOCP
1007
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.4M +$46.8K +630 +3%
IDBONY
1008
Israel Discount Bank of New York
New York
$1.39M +$132K +1,774 +10%
CMANY
1009
Capital Management Associates (New York)
New York
$1.39M -$966K -13,000 -41%
BG
1010
Bollard Group
Massachusetts
$1.38M +$1.56K +21 +0.1%
FIM
1011
Freedom Investment Management
Connecticut
$1.38M +$289K +3,886 +26%
HT
1012
Heritage Trust
Oklahoma
$1.38M -$226K -3,044 -14%
ACC
1013
Accident Compensation Corp
New Zealand
$1.38M – – –
GC
1014
Guardian Capital
Ontario, Canada
$1.37M +$267K +3,600 +24%
CIP
1015
Convergence Investment Partners
Florida
$1.36M +$865K +11,644 +175%
HAG
1016
HighPoint Advisor Group
Illinois
$1.36M +$35.4K +475 +3%
FHC
1017
First Heartland Consultants
Missouri
$1.36M -$704K -9,469 -34%
HC
1018
HNP Capital
New York
$1.36M +$654K +9,074 +93%
WCA
1019
Westover Capital Advisors
Delaware
$1.36M +$222K +2,984 +20%
1WA
1020
180 Wealth Advisors
Washington
$1.35M +$142K +1,883 +12%
FC
1021
FORA Capital
Florida
$1.35M +$1.35M +18,126 New
MMG
1022
Monetary Management Group
Missouri
$1.35M -$33.4K -450 -2%
ACM
1023
AlphaCrest Capital Management
New York
$1.34M -$2.72M -36,607 -67%
FC
1024
Ferris Capital
Massachusetts
$1.33M +$206K +2,767 +18%
JFGIW
1025
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.33M -$1.08M -14,484 -45%
39 40
41
42 43