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CVS Health
CVS

Overview Fund Activity

1,595 hedge funds and large institutions have $61.8B invested in CVS Health in 2017 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 503 increasing their positions, 766 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
+67
Holders Change %
+4.38%
% of All Funds
36.23%
Holding in Top 10
37
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-43.94%
% of All Funds
0.84%
New
219
Increased
503
Reduced
766
Closed
136
Calls
$656M
Puts
$1B
Net Calls
-$346M
Net Calls Change
-$223M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$491M
2
AIG
American International Group
New York
+$478M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$458M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
5
GCM
Glenview Capital Management
New York
+$395M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$853M
2
Bank of America
Bank of America
North Carolina
-$755M
3
UBS Group
UBS Group
Switzerland
-$464M
4
LSV Asset Management
LSV Asset Management
Illinois
-$378M
5
AAMU
Amundi Asset Management US
Massachusetts
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
1151
Simplicity Solutions
Minnesota
$588K +$65.8K +908 +13%
PCM
1152
Poehling Capital Management
Wisconsin
$587K +$587K +8,096 New
IWM
1153
IHT Wealth Management
Illinois
$585K -$4.59K -59 -0.8%
FAN
1154
Financial Advisors Network
California
$583K -$8.84K -122 -1%
SFA
1155
Sequoia Financial Advisors
Ohio
$581K -$1.72M -23,736 -75%
SB
1156
Simmons Bank
Arkansas
$581K -$97K -1,338 -14%
FFA
1157
First Foundation Advisors
California
$581K -$12.8K -176 -2%
SMH
1158
Sanders Morris Harris
Texas
$581K -$2.18K -30 -0.4%
RWP
1159
RWA Wealth Partners
Massachusetts
$580K -$3.13M -43,150 -84%
JIR
1160
James Investment Research
Ohio
$573K -$236K -3,256 -29%
CBU
1161
CIBC Bank USA
Illinois
$572K +$140K +1,926 +32%
APP
1162
Avantax Planning Partners
Iowa
$570K -$636K -8,772 -53%
WP
1163
WMS Partners
Maryland
$567K -$131K -1,800 -19%
FDS
1164
First Dallas Securities
Texas
$562K +$562K +7,758 New
TRCT
1165
Tower Research Capital (TRC)
New York
$560K +$560K +7,724 New
DTL
1166
Dynamic Technology Lab
Singapore
$558K +$558K +7,700 New
FRM
1167
Fox Run Management
Connecticut
$558K +$558K +7,703 New
FHA
1168
First Horizon Advisors
Tennessee
$555K +$21K +285 +4%
LWS
1169
Lucia Wealth Services
California
$555K +$555K +7,658 New
BRWA
1170
B. Riley Wealth Advisors
Florida
$554K -$39.2K -539 -7%
ST
1171
Smithfield Trust
Pennsylvania
$553K +$66.2K +912 +14%
AAC
1172
Asset Advisors Corp
Georgia
$551K – – –
NGA
1173
Naples Global Advisors
Florida
$546K -$38.6K -533 -7%
HF
1174
HRT Financial
New York
$546K +$546K +7,536 New
AAP
1175
Ardsley Advisory Partners
Connecticut
$545K +$545K +7,500 New
45 46
47
48 49