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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 %
SCA
1076
Sippican Capital Advisors
Massachusetts
$1.11M +$15.3K +236 +1%
GAMC
1077
Garner Asset Management Corp
Texas
$1.09M +$69.7K +1,073 +7%
APA
1078
American Portfolios Advisors
New York
$1.09M +$24.8K +381 +2%
MERSOM
1079
Municipal Employees' Retirement System of Michigan
Michigan
$1.09M -$774K -11,913 -41%
HH
1080
Hilltop Holdings
Texas
$1.09M +$120K +1,848 +12%
VFPI
1081
Vantage Financial Partners (Illinois)
Illinois
$1.09M -$13K -200 -1%
MWM
1082
Meridian Wealth Management
Kentucky
$1.09M +$110K +1,700 +11%
Loomis, Sayles & Company
1083
Loomis, Sayles & Company
Massachusetts
$1.09M -$1.75K -27 -0.2%
TAIM
1084
TD Ameritrade Investment Management
Nebraska
$1.08M -$137K -2,103 -11%
DA
1085
Duality Advisers
Florida
$1.08M +$1.08M +16,570 New
PAS
1086
Park Avenue Securities
New York
$1.08M +$1.08M +16,567 New
WCM
1087
Weik Capital Management
Pennsylvania
$1.08M +$40K +615 +4%
FFN
1088
Focus Financial Network
Minnesota
$1.07M +$73.4K +1,130 +7%
FMWA
1089
Forvis Mazars Wealth Advisors
Missouri
$1.07M +$230K +3,542 +27%
JIP
1090
Jaffetilchin Investment Partners
Florida
$1.07M +$1.07M +16,441 New
VCM
1091
Virtue Capital Management
Tennessee
$1.07M +$1.07M +16,393 New
CIA
1092
Choate Investment Advisors
Massachusetts
$1.06M -$26.9K -414 -2%
SP
1093
Symmetry Partners
Connecticut
$1.06M +$457K +7,033 +76%
PAM
1094
Premier Asset Management
Illinois
$1.06M -$50.4K -775 -5%
AIA
1095
AGF Investments America
Ontario, Canada
$1.06M +$33.9K +521 +3%
TCA
1096
Transcend Capital Advisors
New Jersey
$1.06M +$345K +5,312 +48%
DBIA
1097
Dumont & Blake Investment Advisors
New Jersey
$1.06M +$2.27K +35 +0.2%
FAM
1098
Formidable Asset Management
Ohio
$1.05M -$111K -1,715 -10%
KS
1099
Karpas Strategies
Connecticut
$1.05M – – –
LA
1100
Lynch & Associates
Indiana
$1.05M +$340K +5,230 +48%
42 43
44
45 46