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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 %
TFGT
1001
TS Financial Group (TSFG)
Illinois
$1.22M -$3.21K -54 -0.3%
TWA
1002
TCI Wealth Advisors
Arizona
$1.21M -$48.8K -823 -4%
BPC
1003
Banque Pictet & Cie
Switzerland
$1.21M -$134K -2,250 -10%
NMIFOAC
1004
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.21M – – –
TPCW
1005
TD Private Client Wealth
New York
$1.2M -$599K -10,090 -33%
AC
1006
Arjuna Capital
North Carolina
$1.2M +$1.2M +20,280 New
NFG
1007
Nations Financial Group
Iowa
$1.19M +$187K +3,157 +19%
AI
1008
Atom Investors
Texas
$1.18M -$65.6K -1,106 -5%
SLG
1009
Stanley-Laman Group
Pennsylvania
$1.18M -$115K -1,943 -9%
PA
1010
Parallel Advisors
California
$1.18M +$50.4K +850 +4%
RGC
1011
Roberts, Glore & Co
Illinois
$1.17M +$21.4K +360 +2%
SMC
1012
Smith, Moore & Co
Missouri
$1.17M +$39.7K +670 +4%
HAG
1013
HighPoint Advisor Group
Illinois
$1.17M +$35.3K +566 +3%
CSA
1014
Cottage Street Advisors
Massachusetts
$1.17M +$1.13K +19 +0.1%
III
1015
Independent Investors Inc
New York
$1.16M – – –
GL
1016
Graypoint LLC
New York
$1.15M +$1.15M +19,416 New
LHC
1017
Little House Capital
Massachusetts
$1.15M +$1.15M +19,383 New
HT
1018
Heritage Trust
Oklahoma
$1.14M +$40.9K +690 +4%
ECM
1019
Exchange Capital Management
Michigan
$1.13M -$33.6K -566 -3%
CAM
1020
Cresset Asset Management
Illinois
$1.13M +$97.7K +1,648 +9%
CS
1021
Cannell & Spears
New York
$1.13M -$57.8K -975 -5%
TCOO
1022
Trust Company of Oklahoma
Oklahoma
$1.12M +$117K +1,973 +12%
FMTCOCP
1023
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.12M +$4.45K +75 +0.4%
HKAM
1024
Horizon Kinetics Asset Management
New York
$1.12M +$331K +5,576 +42%
TAIM
1025
TD Ameritrade Investment Management
Nebraska
$1.11M -$70.4K -1,187 -6%
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