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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDS
1001
First Dallas Securities
Texas
$1.26M +$1.26M +21,500 New
MIG
1002
McGuire Investment Group
Rhode Island
$1.25M -$15.8K -271 -1%
FFA
1003
First Foundation Advisors
California
$1.25M -$119K -2,042 -9%
Bessemer Group
1004
Bessemer Group
New Jersey
$1.25M -$1.07M -18,319 -46%
CWM
1005
Cornerstone Wealth Management
Missouri
$1.25M +$80K +1,370 +7%
AC
1006
Arjuna Capital
North Carolina
$1.25M +$24.7K +423 +2%
BIM
1007
Baldwin Investment Management
Pennsylvania
$1.24M +$75.9K +1,300 +6%
FC
1008
Ferris Capital
Massachusetts
$1.24M -$3.97K -68 -0.3%
TC
1009
TwinBeech Capital
New York
$1.24M +$1.24M +21,233 New
MYLI
1010
Meiji Yasuda Life Insurance
Japan
$1.24M -$84K -1,438 -6%
CCP
1011
Corient Capital Partners
California
$1.24M -$61.4K -1,052 -5%
OIA
1012
OneDigital Investment Advisors
Kansas
$1.24M +$17.9K +306 +1%
EW
1013
Evoke Wealth
California
$1.24M +$184K +3,148 +17%
MWM
1014
Meridian Wealth Management
Kentucky
$1.23M +$253K +4,332 +26%
NEAM
1015
New England Asset Management
Connecticut
$1.23M +$5.84K +100 +0.5%
OAM
1016
Optimal Asset Management
California
$1.22M +$153K +2,621 +14%
PP
1017
Professional Planning
California
$1.21M +$202K +3,453 +20%
MAFM
1018
Mid Atlantic Financial Management
Pennsylvania
$1.21M +$338 +5 +0%
SLG
1019
Stanley-Laman Group
Pennsylvania
$1.2M -$135K -2,320 -10%
TA
1020
Townsend & Associates
Colorado
$1.2M -$598K -10,076 -33%
CG
1021
Caprock Group
Idaho
$1.19M -$24.2K -414 -2%
BPC
1022
Banque Pictet & Cie
Switzerland
$1.19M – – –
NMIFOAC
1023
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.19M – – –
TFGT
1024
TS Financial Group (TSFG)
Illinois
$1.19M -$15.8K -271 -1%
KC
1025
Kingfisher Capital
North Carolina
$1.18M +$1.18M +20,265 New
39 40
41
42 43