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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 %
JIC
1026
Joel Isaacson & Co
New York
$1.33M – – –
WIP
1027
Wellesley Investment Partners
Massachusetts
$1.32M +$111K +1,499 +9%
FWM
1028
Frontier Wealth Management
Missouri
$1.32M -$882K -11,872 -40%
EGM
1029
Engineers Gate Manager
New York
$1.31M -$563K -7,578 -30%
FC
1030
Fayerweather Charles
$1.31M -$1.11K -15 -0.1%
CPO
1031
Cerity Partners OCIO
New York
$1.31M -$58.4K -816 -4%
AFM
1032
Abbot Financial Management
Massachusetts
$1.3M +$162K +2,183 +14%
DRD
1033
Dennis R. Delaney
$1.3M +$3.71K +50 +0.3%
MSAM
1034
Moloney Securities Asset Management
Missouri
$1.3M -$98.4K -1,324 -7%
PTC
1035
Private Trust Company
Ohio
$1.29M -$30.9K -416 -2%
JWCA
1036
J.W. Cole Advisors
Florida
$1.29M +$1.29M +17,397 New
CAM
1037
Cresset Asset Management
Illinois
$1.29M +$777K +10,459 +151%
RBFC
1038
Roman Butler Fullerton & Co
Missouri
$1.29M -$21.1K -284 -2%
RPWA
1039
Regent Peak Wealth Advisors
Georgia
$1.29M +$1.29M +17,326 New
ST
1040
Spinnaker Trust
Maine
$1.28M +$19.2K +259 +2%
LWM
1041
Laidlaw Wealth Management
New York
$1.28M +$1.28M +17,246 New
GCA
1042
Guardian Capital Advisors
Ontario, Canada
$1.28M -$90.4K -1,224 -7%
ATI
1043
Act Two Investors
California
$1.27M +$8.62K +116 +0.7%
CIA
1044
Choate Investment Advisors
Massachusetts
$1.27M -$134K -1,797 -10%
TCOO
1045
Trust Company of Oklahoma
Oklahoma
$1.26M -$48.5K -653 -4%
CF
1046
Centaurus Financial
California
$1.26M -$1.04M -13,936 -45%
GI
1047
GS Investments
Minnesota
$1.25M -$307K -4,775 -20%
NFG
1048
Nations Financial Group
Iowa
$1.25M +$1.01M +13,620 +420%
IAS
1049
Investment Advisory Services
Texas
$1.25M +$1.25M +16,909 New
GC
1050
Grace Capital
Massachusetts
$1.25M -$100K -1,350 -7%
40 41
42
43 44