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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
1001
Resonant Capital Advisors
Wisconsin
$1.33M -$577K -8,871 -30%
TA
1002
TCG Advisors
Texas
$1.33M +$337K +5,192 +34%
NMIFOAC
1003
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.32M – – –
BPC
1004
Banque Pictet & Cie
Switzerland
$1.32M – – –
NG
1005
Northstar Group
New York
$1.32M -$75.3K -1,159 -5%
RGC
1006
Roberts, Glore & Co
Illinois
$1.31M +$23.1K +355 +2%
CF
1007
Centaurus Financial
California
$1.31M -$39.3K -605 -3%
EGM
1008
Engineers Gate Manager
New York
$1.31M -$4.22M -64,964 -76%
NFG
1009
Nations Financial Group
Iowa
$1.3M +$1.11K +17 +0.1%
BG
1010
Bollard Group
Massachusetts
$1.3M +$182K +2,800 +16%
BIM
1011
Baldwin Investment Management
Pennsylvania
$1.3M +$85.5K +1,315 +7%
CWM
1012
Cornerstone Wealth Management
Missouri
$1.3M +$272K +4,187 +26%
SMC
1013
Smith, Moore & Co
Missouri
$1.3M +$13.9K +214 +1%
TWA
1014
TCI Wealth Advisors
Arizona
$1.3M -$32.8K -504 -2%
1WA
1015
180 Wealth Advisors
Washington
$1.29M +$13.1K +201 +1%
SIM
1016
Stratos Investment Management
Ohio
$1.29M +$246K +3,780 +23%
COF
1017
Capital One Financial
Virginia
$1.29M -$68.3K -1,051 -5%
CSA
1018
Cottage Street Advisors
Massachusetts
$1.28M +$3.96K +61 +0.3%
CFA
1019
Carroll Financial Associates
North Carolina
$1.28M +$156K +2,397 +14%
SDWIA
1020
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.28M -$286K -4,571 -18%
BOH
1021
Bank of Hawaii
Hawaii
$1.28M +$65K +1,000 +5%
GC
1022
Grace Capital
Massachusetts
$1.26M +$188K +2,900 +18%
BAM
1023
Belpointe Asset Management
Nevada
$1.25M +$94K +1,446 +8%
CC
1024
Cedar Capital
Illinois
$1.24M +$82.7K +1,272 +7%
NI
1025
Nepsis Inc
Minnesota
$1.24M -$262K -4,030 -17%
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