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CVS Health
CVS

Overview Fund Activity

1,704 hedge funds and large institutions have $55B invested in CVS Health in 2019 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 855 increasing their positions, 595 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
-72
Holders Change %
-4.05%
% of All Funds
36.94%
Holding in Top 10
35
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-57.83%
% of All Funds
0.76%
New
148
Increased
855
Reduced
595
Closed
198
Calls
$1.12B
Puts
$1.44B
Net Calls
-$324M
Net Calls Change
-$683M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$239M
2
Capital International Investors
Capital International Investors
California
+$216M
3
Dodge & Cox
Dodge & Cox
California
+$205M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
5
State Street
State Street
Massachusetts
+$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$591M
2
GCM
Glenview Capital Management
New York
-$556M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$432M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
1101
Bahl & Gaynor
Ohio
$708K -$92.9K -1,721 -12%
KA
1102
Kintegral Advisory
New York
$708K -$3.78K -70 -0.5%
SS
1103
Simplicity Solutions
Minnesota
$708K +$332K +6,150 +88%
MIH
1104
Meitav Investment House
Israel
$705K +$446K +8,348 +172%
FAIM
1105
Financial Advocates Investment Management
Washington
$703K +$340K +6,302 +94%
LTI
1106
Laffer Tengler Investments
Tennessee
$700K – – –
UBG
1107
United Bank (Georgia)
Georgia
$699K +$254K +4,706 +57%
CRC
1108
Curi RMB Capital
Illinois
$693K +$148K +2,746 +27%
VAS
1109
Vestmark Advisory Solutions
Massachusetts
$691K +$691K +12,807 New
HKIM
1110
Hayek Kallen Investment Management
Alabama
$688K -$2.21K -41 -0.3%
BPC
1111
Banque Pictet & Cie
Switzerland
$687K -$501K -9,291 -42%
RWA
1112
Ropes Wealth Advisors
Massachusetts
$685K +$5.4K +100 +0.8%
BWM
1113
Bernicke Wealth Management
Wisconsin
$684K +$37.9K +702 +6%
SRC
1114
Shufro Rose & Co
New York
$683K -$19.4K -360 -3%
AWM
1115
AE Wealth Management
Kansas
$683K +$373K +6,913 +120%
NBG
1116
Nancy B. Gardiner
$682K +$24.8K +460 +4%
WAM
1117
Wealthspire Advisors (Maryland)
Maryland
$680K -$231K -4,294 -25%
NB
1118
Nicolet Bankshares
Wisconsin
$675K +$344K +6,382 +104%
BCM
1119
Becker Capital Management
Oregon
$673K +$498K +9,231 +284%
GAMC
1120
Garner Asset Management Corp
Texas
$670K +$134K +2,476 +25%
LIC
1121
Lodestar Investment Counsel
Illinois
$669K -$11.5K -214 -2%
DBRC
1122
D.B. Root & Company
Pennsylvania
$668K +$34.9K +647 +6%
MWM
1123
Meridian Wealth Management
Kentucky
$665K +$3.29K +61 +0.5%
P
1124
Pitcairn
Pennsylvania
$661K +$99.7K +1,847 +18%
CFD
1125
Creative Financial Designs
Indiana
$656K +$345K +6,408 +111%
43 44
45
46 47