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CVS Health
CVS

1,106 hedge funds and large institutions have $59.6B invested in CVS Health in 2013 Q2 according to their latest regulatory filings, with 1,106 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

84.59% more ownership

Funds ownership: 0% → 84.59% (+85%)

14% less call options, than puts

Call options by funds: $214M | Put options by funds: $250M

Holders
1,106
Holders Change
+1,106
Holders Change %
–
% of All Funds
36.1%
Holding in Top 10
108
Holding in Top 10 Change
+108
Holding in Top 10 Change %
% of All Funds
3.52%
New
1,106
Increased
–
Reduced
–
Closed
–
Calls
$214M
Puts
$250M
Net Calls
-$35.9M
Net Calls Change
-$35.9M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
1051
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$61K +$62K +1,070 New
NES
1052
New England Securities
New York
$59K +$60K +1,035 New
MA
1053
MCF Advisors
Kentucky
$58K +$44.6K +769 New
WCM
1054
Windsor Capital Management
Arizona
$54K +$55K +950 New
PAS
1055
Partnervest Advisory Services
California
$51K +$52.1K +900 New
DAM
1056
Delta Asset Management
Tennessee
$48K +$48.8K +843 New
IRS
1057
Invictus RG (Singapore)
Singapore
$48K +$48.8K +843 New
OSAM
1058
O'Shaughnessy Asset Management
Connecticut
$43K +$43.4K +749 New
GXMC
1059
Global X Management Company
New York
$39K +$39.9K +688 New
BCAM
1060
Boston Common Asset Management
Massachusetts
$37K +$37.9K +655 New
EP
1061
Edinburgh Partners
United Kingdom
$36K +$35.9K +620 New
TFA
1062
Transamerica Financial Advisors
Florida
$35K +$34.9K +602 New
FBT
1063
Founders Bank & Trust
Michigan
$34K +$34.3K +592 New
PFO
1064
Pathstone Family Office
New Jersey
$34K +$34.5K +596 New
TIM
1065
Tortoise Investment Management
New York
$34K +$34.8K +600 New
SFPIA
1066
Stevens First Principles Investment Advisors
California
$30K +$30.4K +525 New
RBC
1067
Ronald Blue & Co
Georgia
$28K +$28.3K +488 New
QAM
1068
QCI Asset Management
New York
$27K +$27.6K +476 New
LNB
1069
Ledyard National Bank
$25K +$25.4K +439 New
OSNBOA
1070
Old Second National Bank of Aurora
Illinois
$24K +$24.6K +425 New
SCG
1071
Strategic Capital Group
Washington
$24K +$204K +3,523 New
AFC
1072
AFT Forsyth & Company
Florida
$23K +$23.2K +400 New
FBC
1073
Fairfield, Bush & Co
Connecticut
$23K +$23.2K +400 New
HRIA
1074
Haberer Registered Investment Advisor
Ohio
$23K +$23.2K +400 New
SSG
1075
Summit Securities Group
New York
$23K +$23.2K +400 New
41 42
43
44 45

CVS Hedge Fund Activity: Q2 2013 in Review

1,106 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q2 2013, worth a combined $59.6B.

Buyers outnumbered sellers: 1,106 funds opened new CVS positions and 0 closed out — a net gain of 1,106 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,106 institutional investors held CVS Health (CVS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $59.6B of CVS Health stock for Q2 2013.
  • 1,106 funds opened new CVS Health positions in Q2 2013 and 0 closed out, a net change of +1,106 holders.

Based on aggregated 13F filings for Q2 2013.