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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 %
MAFM
1051
Mid Atlantic Financial Management
Pennsylvania
$1.16M -$202K -3,116 -15%
IDBONY
1052
Israel Discount Bank of New York
New York
$1.16M -$248K -3,819 -18%
DRD
1053
Dennis R. Delaney
$1.15M +$13K +200 +1%
AWA
1054
Arete Wealth Advisors
Illinois
$1.15M -$208K -3,197 -15%
RC
1055
Roundview Capital
New Jersey
$1.15M +$40.3K +621 +4%
LHC
1056
Little House Capital
Massachusetts
$1.15M -$114K -1,750 -9%
MPCG
1057
Matrix Private Capital Group
New York
$1.15M +$233K +3,582 +26%
TFA
1058
Teamwork Financial Advisors
Texas
$1.14M +$137K +2,101 +14%
REMPR
1059
Roof Eidam Maycock Peralta (REMP)
California
$1.14M +$1.14M +17,560 New
WI
1060
Wintrust Investments
Illinois
$1.14M +$458K +7,128 +67%
IWP
1061
Icon Wealth Partners
Texas
$1.14M +$1.14M +17,497 New
LSA
1062
L & S Advisors
California
$1.14M +$1.14M +17,499 New
AFM
1063
Abbot Financial Management
Massachusetts
$1.13M -$7.99K -123 -0.7%
CPO
1064
Cerity Partners OCIO
New York
$1.13M +$49.1K +756 +5%
1SB
1065
1ST Source Bank
Indiana
$1.12M +$76.4K +1,176 +7%
PP
1066
Professional Planning
California
$1.12M +$30.9K +475 +3%
FFG
1067
Fortem Financial Group
California
$1.12M +$51K +785 +5%
PCM
1068
Pennsylvania Capital Management
Pennsylvania
$1.12M +$1.12M +17,280 New
EHWM
1069
Eads & Heald Wealth Management
Georgia
$1.12M +$47.6K +733 +4%
TAM
1070
Tocqueville Asset Management
New York
$1.12M +$14.6K +225 +1%
NGA
1071
Naples Global Advisors
Florida
$1.12M +$44.5K +685 +4%
CC
1072
Claybrook Capital
Massachusetts
$1.12M -$32.5K -500 -3%
GRP
1073
Global Retirement Partners
California
$1.12M +$180K +2,766 +19%
RMAM
1074
Raab & Moskowitz Asset Management
New Jersey
$1.12M +$34.7K +534 +3%
FP
1075
Fiduciary Planning
Florida
$1.11M +$1.11M +17,650 New
41 42
43
44 45