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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 %
KCM
1101
Kornitzer Capital Management
Kansas
$918K +$166K +2,800 +22%
TFA
1102
Teamwork Financial Advisors
Texas
$918K +$251K +4,229 +38%
FFN
1103
Focus Financial Network
Minnesota
$914K +$67.1K +1,131 +8%
TA
1104
TCG Advisors
Texas
$908K +$30.2K +508 +3%
PG
1105
Proffitt & Goodson
Tennessee
$906K -$9.85K -166 -1%
WAM
1106
Wealthspire Advisors (Maryland)
Maryland
$900K -$361K -6,089 -29%
FCA
1107
FinTrust Capital Advisors
South Carolina
$900K +$111K +1,865 +14%
IIA
1108
IPG Investment Advisors
California
$900K +$133K +2,240 +17%
BMC
1109
Beaton Management Company
Massachusetts
$899K -$24.6K -415 -3%
MWM
1110
Meridian Wealth Management
Kentucky
$894K +$486K +8,201 +119%
BP
1111
Ballentine Partners
Massachusetts
$893K +$333K +5,617 +60%
S
1112
SignatureFD
Georgia
$890K -$10.6K -178 -1%
WA
1113
WealthTrust Axiom
Pennsylvania
$890K +$514K +8,662 +136%
HH
1114
Hilltop Holdings
Texas
$888K -$1.19M -20,079 -57%
RG
1115
Rathbones Group
United Kingdom
$886K -$3.74K -63 -0.4%
APF
1116
Alaska Permanent Fund
Alaska
$883K +$883K +14,890 New
DBRC
1117
D.B. Root & Company
Pennsylvania
$879K +$56.6K +954 +7%
DPIM
1118
Duff & Phelps Investment Management
Illinois
$878K +$17.8K +300 +2%
WJWM
1119
Williams Jones Wealth Management
New York
$877K -$44.3K -746 -5%
KA
1120
Kintegral Advisory
New York
$877K +$98.1K +1,653 +13%
9WM
1121
9258 Wealth Management
Ohio
$872K +$28.1K +442 +3%
PAM
1122
Palisade Asset Management
Minnesota
$870K -$77.9K -1,313 -8%
WEC
1123
Winslow Evans & Crocker
Massachusetts
$870K +$382K +6,420 +78%
BCM
1124
Brookstone Capital Management
Illinois
$869K +$2.97K +50 +0.3%
VC
1125
Vicus Capital
Pennsylvania
$865K -$82.6K -1,392 -9%
43 44
45
46 47