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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 %
TAM
1051
Tocqueville Asset Management
New York
$1.25M -$62.5K -841 -5%
MC
1052
Martin & Co
Tennessee
$1.25M +$33.8K +455 +3%
RIG
1053
Roosevelt Investment Group
New York
$1.24M +$17.5K +236 +1%
CC
1054
Claybrook Capital
Massachusetts
$1.24M +$7.06K +100 +0.6%
GRP
1055
Global Retirement Partners
California
$1.24M +$134K +1,799 +12%
MAFM
1056
Mid Atlantic Financial Management
Pennsylvania
$1.24M +$45.2K +608 +4%
NFG
1057
Next Financial Group
Texas
$1.23M +$102K +1,375 +9%
NIC
1058
Northwest Investment Counselors
Oregon
$1.23M -$185K -2,486 -13%
Fisher Asset Management
1059
Fisher Asset Management
Washington
$1.23M +$121K +1,628 +11%
EHWM
1060
Eads & Heald Wealth Management
Georgia
$1.22M +$150K +2,023 +14%
HJMC
1061
Hellman Jordan Management Company
Massachusetts
$1.22M +$50.1K +675 +4%
PHS
1062
Pekin Hardy Strauss
Illinois
$1.21M +$49.4K +665 +4%
AWM
1063
Altavista Wealth Management
North Carolina
$1.21M -$918K -12,354 -43%
DBIA
1064
Dumont & Blake Investment Advisors
New Jersey
$1.21M +$3.71K +50 +0.3%
BWA
1065
BDO Wealth Advisors
Florida
$1.21M -$140K -1,880 -10%
MYLI
1066
Meiji Yasuda Life Insurance
Japan
$1.21M +$11.3K +152 +0.9%
TCM
1067
Teza Capital Management
Illinois
$1.2M +$948K +12,769 +371%
KS
1068
Karpas Strategies
Connecticut
$1.2M – – –
BSW
1069
Buckingham Strategic Wealth
Missouri
$1.2M +$59.8K +805 +5%
BMC
1070
Benin Management Corp
Connecticut
$1.2M +$68K +915 +6%
SBIA
1071
Sheaff Brock Investment Advisors
Indiana
$1.19M -$68K -916 -5%
PAM
1072
Palisade Asset Management
Minnesota
$1.19M +$15.8K +213 +1%
VC
1073
Vicus Capital
Pennsylvania
$1.19M -$51.1K -688 -4%
MIH
1074
Meitav Investment House
Israel
$1.19M -$220K -2,961 -16%
CFD
1075
Creative Financial Designs
Indiana
$1.18M -$37.1K -500 -3%
41 42
43
44 45