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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 %
AWM
1076
Alterna Wealth Management
Texas
$963K -$296K -4,995 -24%
DBIA
1077
Dumont & Blake Investment Advisors
New Jersey
$962K -$6.71K -113 -0.7%
KS
1078
Karpas Strategies
Connecticut
$958K – – –
1SB
1079
1ST Source Bank
Indiana
$956K +$34.8K +586 +4%
SIM
1080
Stratos Investment Management
Ohio
$955K +$32.9K +554 +4%
PCIA
1081
Prime Capital Investment Advisors
Kansas
$953K +$899K +15,144 +1,653%
EH
1082
Equitable Holdings
New York
$949K +$88.5K +1,491 +10%
ST
1083
Spinnaker Trust
Maine
$948K -$76.1K -1,283 -7%
LWM
1084
Laidlaw Wealth Management
New York
$947K -$76.1K -1,283 -7%
WCM
1085
Weik Capital Management
Pennsylvania
$945K +$520K +8,765 +122%
MYAM
1086
Meiji Yasuda Asset Management
Japan
$944K -$701K -11,810 -43%
IP
1087
Intellectus Partners
California
$944K +$510K +8,598 +118%
CCM
1088
Cox Capital Management
Massachusetts
$939K – – –
CWM
1089
Cornerstone Wealth Management
Missouri
$939K +$137K +2,302 +17%
JFGIW
1090
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$936K -$121K -2,046 -11%
MMG
1091
Monetary Management Group
Missouri
$935K -$140K -2,358 -13%
GAMC
1092
Garner Asset Management Corp
Texas
$935K +$289K +4,868 +45%
AIA
1093
AGF Investments America
Ontario, Canada
$934K +$934K +15,747 New
FA
1094
Fagan Associates
New York
$933K +$74.1K +1,250 +9%
NED
1095
Nancy E. Dempze
$931K +$94.6K +1,593 +11%
FHC
1096
First Heartland Consultants
Missouri
$929K -$156K -2,621 -14%
MIC
1097
Meridian Investment Counsel
California
$929K +$133K +2,250 +17%
BCP
1098
Berkeley Capital Partners
Georgia
$927K -$219K -3,691 -19%
BAM
1099
Boyar Asset Management
New York
$927K +$31.3K +527 +3%
CG
1100
Cutler Group
California
$918K +$70.2K +1,184 +8%
42 43
44
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