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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 %
BCM
1051
Bluefin Capital Management
New York
$1.02M -$1.95M -32,930 -66%
WPP
1052
Whalerock Point Partners
Rhode Island
$1.01M -$368K -6,200 -27%
RC
1053
Roundview Capital
New Jersey
$1.01M -$511K -8,613 -34%
PAM
1054
Premier Asset Management
Illinois
$1.01M +$1.01M +17,060 New
MC
1055
Martin & Co
Tennessee
$1.01M +$16.1K +272 +2%
TAM
1056
Tocqueville Asset Management
New York
$1.01M +$14.2K +240 +1%
VFPI
1057
Vantage Financial Partners (Illinois)
Illinois
$1.01M +$214K +3,600 +27%
BSW
1058
Buckingham Strategic Wealth
Missouri
$1M +$43.3K +730 +5%
DWT
1059
Dorsey & Whitney Trust
South Dakota
$998K +$78.5K +1,325 +9%
PP
1060
Professional Planning
California
$997K +$131K +2,203 +15%
CIA
1061
Choate Investment Advisors
Massachusetts
$995K -$17.2K -290 -2%
SCA
1062
Sippican Capital Advisors
Massachusetts
$995K +$153K +2,586 +18%
Loomis, Sayles & Company
1063
Loomis, Sayles & Company
Massachusetts
$995K +$861K +14,504 +642%
MYLI
1064
Meiji Yasuda Life Insurance
Japan
$991K +$29.5K +497 +3%
RBFC
1065
Roman Butler Fullerton & Co
Missouri
$989K -$40.1K -676 -4%
RMAM
1066
Raab & Moskowitz Asset Management
New Jersey
$988K +$158K +2,664 +19%
PSP
1067
Principal Street Partners
Tennessee
$988K +$988K +16,664 New
CPO
1068
Cerity Partners OCIO
New York
$985K -$96.2K -1,622 -9%
NGA
1069
Naples Global Advisors
Florida
$982K +$390K +6,568 +66%
EHWM
1070
Eads & Heald Wealth Management
Georgia
$981K +$5.22K +88 +0.5%
SFA
1071
Souders Financial Advisors
Ohio
$981K +$981K +16,538 New
FFG
1072
Fortem Financial Group
California
$979K -$373K -6,277 -28%
GC
1073
Grace Capital
Massachusetts
$977K -$17.8K -300 -2%
APA
1074
American Portfolios Advisors
New York
$976K +$148K +2,495 +18%
WIP
1075
Wellesley Investment Partners
Massachusetts
$971K -$81.5K -1,374 -8%
41 42
43
44 45