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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
1126
Trustmark National Bank Trust Department
Mississippi
$888K -$50K -855 -5%
FNBT
1127
FineMark National Bank & Trust
Florida
$884K +$79.7K +1,365 +10%
NICM
1128
Neo Ivy Capital Management
New York
$880K +$731K +12,528 +491%
PCAP
1129
Pratt Collard Advisory Partners
New York
$867K +$33.5K +575 +4%
MMA
1130
Miracle Mile Advisors
California
$863K -$2.02M -34,540 -70%
SSWM
1131
Sheets Smith Wealth Management
North Carolina
$861K +$5.55K +95 +0.6%
HDIM
1132
Hanson & Doremus Investment Management
Vermont
$860K +$94.2K +1,612 +12%
DBRC
1133
D.B. Root & Company
Pennsylvania
$857K -$4.5K -77 -0.5%
EMG
1134
Ellington Management Group
Connecticut
$857K +$280K +4,800 +49%
AWM
1135
Alterna Wealth Management
Texas
$851K -$64.9K -1,111 -7%
RG
1136
Rathbones Group
United Kingdom
$849K -$29.6K -507 -3%
DAM
1137
Deltec Asset Management
New York
$847K -$1.72M -29,500 -67%
CIAS
1138
Capital Investment Advisory Services
North Carolina
$845K +$37.8K +648 +5%
IF
1139
Intrua Financial
Texas
$842K +$379K +5,340 +82%
CCG
1140
Cypress Capital Group
Florida
$841K +$216K +3,693 +34%
KA
1141
Kintegral Advisory
New York
$836K -$26.9K -461 -3%
FWM
1142
Frontier Wealth Management
Missouri
$835K -$22.5K -385 -3%
SRC
1143
Shufro Rose & Co
New York
$835K +$129K +2,200 +18%
UBG
1144
United Bank (Georgia)
Georgia
$830K +$145K +2,478 +21%
GA
1145
GFS Advisors
Texas
$829K – – –
BCA
1146
Bay Colony Advisors
Massachusetts
$828K +$70.2K +1,202 +9%
WIC
1147
Whitegate Investment Counselors
New Hampshire
$824K +$121K +2,075 +17%
EM
1148
ELCO Management
New York
$817K -$26.6K -456 -3%
MSFP
1149
Mark Sheptoff Financial Planning
Connecticut
$815K -$902K -15,449 -53%
FLI
1150
Family Legacy Inc
South Carolina
$815K +$6.54K +112 +0.8%
44 45
46
47 48