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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 %
BG
1026
Bollard Group
Massachusetts
$1.18M +$7.53K +129 +0.6%
TPA
1027
Trivium Point Advisory
Connecticut
$1.18M +$418K +7,154 +55%
RPWA
1028
Regent Peak Wealth Advisors
Georgia
$1.17M +$979K +16,764 +502%
TWA
1029
TCI Wealth Advisors
Arizona
$1.17M +$5.31K +91 +0.5%
AIP
1030
Ameritas Investment Partners
Nebraska
$1.17M -$60.3K -1,032 -5%
SDWIA
1031
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.17M -$26.2K -449 -2%
CSA
1032
Cottage Street Advisors
Massachusetts
$1.16M +$10.9K +187 +0.9%
GP
1033
Girard Partners
Pennsylvania
$1.16M -$1.68M -28,756 -59%
GAM
1034
Griffin Asset Management
New York
$1.16M -$177K -3,038 -13%
HH
1035
Hilltop Holdings
Texas
$1.15M +$163K +2,791 +17%
CA
1036
Cornerstone Advisory
Maryland
$1.14M +$309K +5,291 +37%
NED
1037
Nancy E. Dempze
$1.14M +$208K +3,559 +22%
SIC
1038
Sigma Investment Counselors
Michigan
$1.14M -$893K -15,278 -44%
COF
1039
Capital One Financial
Virginia
$1.14M -$23.6K -404 -2%
FP
1040
Fiduciary Planning
Florida
$1.13M +$101K +1,737 +10%
LNC
1041
Lincoln National Corp
Pennsylvania
$1.13M +$246K +4,206 +28%
CAGAS
1042
Capital Advisory Group Advisory Services
Minnesota
$1.13M +$50.8K +870 +5%
LOAMS
1043
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.12M -$80.5K -1,379 -7%
BWA
1044
BDO Wealth Advisors
Florida
$1.12M +$15.1K +258 +1%
PAM
1045
Premier Asset Management
Illinois
$1.12M +$170K +2,915 +18%
SIG
1046
Sky Investment Group
Connecticut
$1.11M +$560K +9,595 +101%
PAS
1047
Park Avenue Securities
New York
$1.11M +$141K +2,408 +15%
CS
1048
Cannell & Spears
New York
$1.11M -$3.27K -56 -0.3%
SCA
1049
Sippican Capital Advisors
Massachusetts
$1.1M +$110K +1,876 +11%
JIC
1050
Joel Isaacson & Co
New York
$1.1M – – –
40 41
42
43 44