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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 %
KWM
1076
Kingsview Wealth Management
Oregon
$1.17M +$294K +3,957 +33%
OI
1077
Oakbrook Investments
Illinois
$1.16M -$3.77M -50,796 -76%
BMC
1078
Beaton Management Company
Massachusetts
$1.16M – – –
PGIM
1079
Pacific Global Investment Management
California
$1.16M -$102K -1,368 -8%
SIM
1080
Stratos Investment Management
Ohio
$1.16M -$93.8K -1,262 -8%
1SB
1081
1ST Source Bank
Indiana
$1.15M -$80.8K -1,088 -7%
WJWM
1082
Williams Jones Wealth Management
New York
$1.15M +$10.6K +143 +0.9%
HW
1083
Hedeker Wealth
Illinois
$1.15M -$10.8K -145 -0.9%
DWT
1084
Dorsey & Whitney Trust
South Dakota
$1.15M +$99K +1,334 +9%
PG
1085
Proffitt & Goodson
Tennessee
$1.15M -$7.72K -104 -0.7%
PF
1086
Phoenix Financial
Israel
$1.14M -$586K -7,940 -34%
DS
1087
DRW Securities
Illinois
$1.14M +$1.14M +15,345 New
BHWM
1088
Bar Harbor Wealth Management
New Hampshire
$1.14M -$137K -1,845 -11%
RIM
1089
Rampart Investment Management
Connecticut
$1.14M +$45.8K +617 +4%
KFP
1090
KMG Fiduciary Partners
Ohio
$1.14M -$679K -9,145 -37%
LFA
1091
Legacy Financial Advisors
Kentucky
$1.13M -$17.1K -230 -1%
S
1092
SignatureFD
Georgia
$1.13M +$366K +4,929 +48%
Massachusetts Financial Services
1093
Massachusetts Financial Services
Massachusetts
$1.12M -$4.52M -60,820 -80%
BWP
1094
Baldwin Wealth Partners
Massachusetts
$1.12M +$14.9K +200 +1%
LJHT
1095
Laurie J. Hall Trustee
$1.12M +$450K +6,050 +67%
BAM
1096
Boyar Asset Management
New York
$1.12M -$2.75K -37 -0.2%
KCM
1097
Kendall Capital Management
Maryland
$1.12M -$120K -1,620 -10%
LNC
1098
Lincoln National Corp
Pennsylvania
$1.12M +$152K +2,045 +16%
RG
1099
Rathbones Group
United Kingdom
$1.11M +$2.6K +35 +0.2%
AF
1100
Advisornet Financial
Minnesota
$1.11M -$157K -2,116 -12%
42 43
44
45 46