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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 %
CS
1026
Cannell & Spears
New York
$1.24M +$3.64K +56 +0.3%
BWA
1027
BDO Wealth Advisors
Florida
$1.23M +$44.4K +684 +4%
HI
1028
Hoey Investments
Pennsylvania
$1.23M +$819K +12,604 +198%
HT
1029
Heritage Trust
Oklahoma
$1.23M -$24.4K -375 -2%
TC
1030
Truvestments Capital
Florida
$1.23M -$246K -3,794 -17%
CIC
1031
Chase Investment Counsel
Virginia
$1.22M +$949K +14,613 +351%
JIC
1032
Joel Isaacson & Co
New York
$1.22M +$1.82K +28 +0.1%
FMTCOCP
1033
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.21M -$13.6K -210 -1%
FC
1034
FORA Capital
Florida
$1.21M -$500K -7,695 -29%
HCM
1035
Hodges Capital Management
Texas
$1.21M -$629K -9,672 -34%
HKAM
1036
Horizon Kinetics Asset Management
New York
$1.21M -$16.6K -256 -1%
III
1037
Independent Investors Inc
New York
$1.21M -$64.9K -1,000 -5%
FA
1038
Fagan Associates
New York
$1.2M +$181K +2,787 +18%
CAGAS
1039
Capital Advisory Group Advisory Services
Minnesota
$1.2M +$573K +8,822 +92%
PHS
1040
Pekin Hardy Strauss
Illinois
$1.2M +$280K +4,312 +31%
RIG
1041
Roosevelt Investment Group
New York
$1.19M +$11.4K +175 +1%
OAM
1042
Optimal Asset Management
California
$1.19M -$166K -2,560 -12%
SW
1043
SteelPeak Wealth
California
$1.19M +$56.6K +871 +5%
DWT
1044
Dorsey & Whitney Trust
South Dakota
$1.18M +$84.3K +1,299 +8%
FC
1045
Fayerweather Charles
$1.18M +$27.6K +425 +2%
SCP
1046
Stamos Capital Partners
California
$1.17M -$562K -8,657 -32%
EW
1047
Evoke Wealth
California
$1.17M -$456K -7,017 -28%
BAM
1048
Boyar Asset Management
New York
$1.17M +$151K +2,325 +15%
ECM
1049
Exchange Capital Management
Michigan
$1.17M -$70.6K -1,087 -6%
COI
1050
Connable Office Inc
Michigan
$1.16M -$511K -7,860 -30%
40 41
42
43 44