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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 %
EM
1126
ELCO Management
New York
$857K +$10.4K +176 +1%
GRP
1127
Global Retirement Partners
California
$856K -$136K -2,288 -14%
GCA
1128
Guardian Capital Advisors
Ontario, Canada
$855K +$146K +3,555 +21%
BHWM
1129
Bar Harbor Wealth Management
New Hampshire
$854K -$55.2K -930 -6%
EH
1130
Employers Holdings
Nevada
$852K -$884K -14,904 -51%
CHJWM
1131
Carlton Hofferkamp & Jenks Wealth Management
Texas
$852K +$30.1K +481 +4%
SS
1132
Simplicity Solutions
Minnesota
$850K -$356K -5,997 -29%
PHS
1133
Pekin Hardy Strauss
Illinois
$837K -$132K -2,230 -14%
LBC
1134
Lowe Brockenbrough & Co
Virginia
$835K -$28.7K -484 -3%
BMC
1135
Benin Management Corp
Connecticut
$833K -$123K -2,069 -13%
SBIA
1136
Sheaff Brock Investment Advisors
Indiana
$833K -$117K -1,968 -12%
ABP
1137
Arthur B. Page
$833K +$53.3K +898 +7%
QCG
1138
Quadrant Capital Group
Ohio
$833K +$159K +2,672 +24%
MPCG
1139
Matrix Private Capital Group
New York
$833K +$833K +14,035 New
MCC
1140
Malaga Cove Capital
California
$832K +$308K +5,195 +59%
SFFS
1141
Stonehage Fleming Financial Services
Jersey
$828K – – –
ITIM
1142
Indiana Trust & Investment Management
Indiana
$827K +$6.59K +111 +0.8%
HDIM
1143
Hanson & Doremus Investment Management
Vermont
$827K +$106K +1,783 +15%
AIL
1144
AGF Investments LLC
Ontario, Canada
$827K +$260K +4,381 +46%
PCA
1145
Peddock Capital Advisors
Massachusetts
$826K +$25.8K +434 +3%
ATPW
1146
Ashton Thomas Private Wealth
Arizona
$818K +$108K +1,828 +15%
FNBT
1147
FineMark National Bank & Trust
Florida
$817K +$157K +2,642 +24%
Bessemer Group
1148
Bessemer Group
New Jersey
$812K +$99.9K +1,681 +14%
LNC
1149
Lincoln National Corp
Pennsylvania
$810K -$81.5K -1,374 -9%
AAM
1150
Augustine Asset Management
Florida
$808K +$178 +3 +0%
44 45
46
47 48