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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
OWP
1076
Obermeyer Wealth Partners
Colorado
$20K +$20.2K +349 New
UB
1077
UMB Bank
Missouri
$19.8K +$20M +345,538 New
NHFG
1078
New Harbor Financial Group
Massachusetts
$17K +$17.4K +300 New
TCM
1079
TD Capital Management
Tennessee
$15K +$15.1K +260 New
RIA
1080
Regal Investment Advisors
Michigan
$14K +$13.9K +240 New
DBT
1081
Dubuque Bank & Trust
Iowa
$14K +$14.2K +245 New
AFS
1082
Aft Forsyth & Sober
Florida
$14K +$14.5K +250 New
BFEC
1083
Benjamin F. Edwards & Company
Missouri
$14K +$14.5K +250 New
CFSG
1084
Community Financial Services Group
Vermont
$14K +$14.5K +250 New
ARMC
1085
American Research & Management Company
Massachusetts
$13K +$13K +225 New
LWA
1086
Lenox Wealth Advisors
New York
$13K +$13.3K +230 New
ZTNA
1087
Zions Trust National Association
Utah
$13K +$13.3K +230 New
BTS
1088
BB&T Securities
Virginia
$12.1K +$1.22M +21,098 New
NIM
1089
NuWave Investment Management
New Jersey
$12K +$12.1K +209 New
HPBT
1090
High Point Bank & Trust
North Carolina
$11K +$11.3K +195 New
NMLIC
1091
Northwestern Mutual Life Insurance Company
Wisconsin
$11K +$11.6K +200 New
WA
1092
WealthTrust-Arizona
Arizona
$11K +$11.6K +201 New
SMA
1093
Simply Money Advisors
Ohio
$10K +$9.79K +169 New
PCMK
1094
Paragon Capital Management (Kansas)
Kansas
$6.17K +$6.25M +107,886 New
OFS
1095
Orrstown Financial Services
Pennsylvania
$6K +$5.79K +100 New
PFG
1096
Piershale Financial Group
Illinois
$6K +$6.26K +108 New
HI
1097
Hudock Inc
Pennsylvania
$6K +$6.49K +112 New
HCM
1098
Horrell Capital Management
Arkansas
$5K +$4.81K +83 New
ST
1099
Spot Trading
Illinois
$4K +$4.06K +70 New
BWM
1100
Baystate Wealth Management
Massachusetts
$4K +$4.34K +75 New
41 42 43
44
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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.