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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 %
9WM
1151
9258 Wealth Management
Ohio
$605K +$76.7K +1,421 +15%
FFN
1152
Focus Financial Network
Minnesota
$604K +$604K +11,198 New
RAM
1153
RWC Asset Management
United Kingdom
$603K -$157K -2,910 -21%
ALAM
1154
Asahi Life Asset Management
Japan
$603K +$347K +6,430 +135%
HKAM
1155
Horizon Kinetics Asset Management
New York
$602K +$602K +11,161 New
DCM
1156
Donaldson Capital Management
Indiana
$599K -$48.7K -903 -8%
IWA
1157
Intercontinental Wealth Advisors
Texas
$598K +$435K +8,068 +266%
CC
1158
Cipher Capital
New York
$597K -$2.26M -41,815 -79%
ECM
1159
Endurant Capital Management
California
$595K -$7.36M -136,593 -93%
ANRIA
1160
American National Registered Investment Advisor
Texas
$595K -$1.35K -25 -0.2%
BAM
1161
Boyar Asset Management
New York
$595K – – –
BMC
1162
Beaton Management Company
Massachusetts
$592K +$17.4K +323 +3%
APP
1163
Avantax Planning Partners
Iowa
$589K +$122K +2,259 +26%
S
1164
SimplyRich
California
$586K -$21.2K -394 -3%
AF
1165
Advisornet Financial
Minnesota
$585K +$327K +6,070 +127%
ATC
1166
Adirondack Trust Company
New York
$583K +$8.86K +163 +2%
BA
1167
Bristlecone Advisors
Washington
$581K -$49.1K -910 -8%
EPA
1168
Element Pointe Advisors
Florida
$580K +$580K +10,749 New
PWA
1169
Providence Wealth Advisors
Illinois
$579K +$49.3K +919 +9%
VFPI
1170
Vantage Financial Partners (Illinois)
Illinois
$577K +$340K +6,300 +143%
BAM
1171
Bruderman Asset Management
New York
$574K -$113K -2,098 -16%
DP
1172
Dearborn Partners
Illinois
$574K -$74.5K -1,381 -11%
ACM
1173
Alethea Capital Management
Washington
$574K +$574K +10,646 New
CC
1174
Cypress Capital
Tennessee
$574K +$574K +10,649 New
GT
1175
Glenview Trust
Kentucky
$571K -$151K -2,795 -21%
45 46
47
48 49