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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 %
JIC
1026
Joel Isaacson & Co
New York
$1.11M +$51.9K +875 +5%
BOH
1027
Bank of Hawaii
Hawaii
$1.11M -$94.1K -1,585 -8%
BIM
1028
Baldwin Investment Management
Pennsylvania
$1.11M -$29.7K -500 -3%
HAIM
1029
Hunter Associates Investment Management
Pennsylvania
$1.11M +$443K +7,475 +67%
PP
1030
Paloma Partners
Connecticut
$1.09M +$917K +15,453 +519%
IWM
1031
IHT Wealth Management
Illinois
$1.09M -$165K -2,781 -13%
1WA
1032
180 Wealth Advisors
Washington
$1.09M +$90.9K +1,640 +9%
BWA
1033
BDO Wealth Advisors
Florida
$1.09M +$118K +1,988 +12%
RIG
1034
Roosevelt Investment Group
New York
$1.08M +$84.7K +1,427 +9%
CIP
1035
Convergence Investment Partners
Florida
$1.07M -$13.6K -229 -1%
NFG
1036
Next Financial Group
Texas
$1.07M +$82.8K +1,396 +8%
FAM
1037
Formidable Asset Management
Ohio
$1.07M -$75.3K -1,270 -7%
BAM
1038
Belpointe Asset Management
Nevada
$1.06M +$731K +12,319 +223%
CC
1039
Cedar Capital
Illinois
$1.06M -$122K -2,048 -10%
SRAM
1040
Spouting Rock Asset Management
Pennsylvania
$1.05M -$524K -8,834 -33%
CC
1041
Claybrook Capital
Massachusetts
$1.05M +$5.93K +100 +0.6%
FC
1042
Fayerweather Charles
$1.05M +$2.97K +50 +0.3%
AF
1043
Advisornet Financial
Minnesota
$1.05M +$164K +2,761 +19%
DRD
1044
Dennis R. Delaney
$1.04M +$4.44K +75 +0.4%
AFM
1045
Abbot Financial Management
Massachusetts
$1.04M +$119 +2 +0%
SW
1046
SteelPeak Wealth
California
$1.03M -$450K -7,582 -30%
CFA
1047
Carroll Financial Associates
North Carolina
$1.03M +$577K +9,728 +128%
BFM
1048
Boston Financial Management
Massachusetts
$1.03M -$433K -7,297 -30%
BDF
1049
Balasa Dinverno & Foltz
$1.03M +$245K +4,135 +31%
BG
1050
Bollard Group
Massachusetts
$1.02M -$79.8K -1,344 -7%
40 41
42
43 44