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CVS Health
CVS

Overview Fund Activity

1,837 hedge funds and large institutions have $75.3B invested in CVS Health in 2019 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 723 increasing their positions, 708 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,837
Holders Change
+157
Holders Change %
+9.35%
% of All Funds
36.28%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.92%
New
252
Increased
723
Reduced
708
Closed
73
Calls
$2.15B
Puts
$1.63B
Net Calls
+$524M
Net Calls Change
+$375M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$719M
2
Truist Financial
Truist Financial
North Carolina
+$238M
3
Morgan Stanley
Morgan Stanley
New York
+$187M
4
DZ Bank
DZ Bank
Germany
+$185M
5
LSV Asset Management
LSV Asset Management
Illinois
+$126M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$442M
2
State Street
State Street
Massachusetts
-$357M
3
Franklin Resources
Franklin Resources
California
-$247M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$185M
5
VVP
Vulcan Value Partners
Alabama
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
1151
Renaissance Technologies
New York
$970K -$28.7M -386,215 -97%
CA
1152
Clearstead Advisors
Ohio
$970K +$23.8K +321 +3%
HHAM
1153
HITE Hedge Asset Management
Massachusetts
$966K +$966K +13,002 New
CC
1154
Cypress Capital
Tennessee
$965K +$46.9K +632 +5%
VAS
1155
Vestmark Advisory Solutions
Massachusetts
$962K +$42.3K +569 +5%
IIA
1156
IPG Investment Advisors
California
$960K -$279K -3,755 -23%
WIC
1157
Whitegate Investment Counselors
New Hampshire
$956K -$3.12K -42 -0.3%
CPSC
1158
Carl P. Sherr & Co
Massachusetts
$954K +$954K +12,841 New
LA
1159
Legacy Advisors
Pennsylvania
$951K +$353K +4,755 +59%
NB
1160
Nicolet Bankshares
Wisconsin
$949K -$10.3K -138 -1%
FMT
1161
First Mercantile Trust
Tennessee
$946K -$71K -956 -7%
KCM
1162
Kornitzer Capital Management
Kansas
$941K +$542K +7,300 +136%
CCM
1163
Cox Capital Management
Massachusetts
$939K -$8.55K -115 -0.9%
MBT
1164
Montecito Bank & Trust
California
$936K +$116K +1,568 +14%
CHJWM
1165
Carlton Hofferkamp & Jenks Wealth Management
Texas
$932K -$8.66K -122 -0.9%
LFAS
1166
Level Four Advisory Services
Texas
$913K +$129K +1,599 +17%
FMLI
1167
Fukoku Mutual Life Insurance
Japan
$908K +$505K +6,800 +125%
PL
1168
Perpetual Ltd
Australia
$905K – – –
CWM
1169
Cordatus Wealth Management
Pennsylvania
$904K -$289K -3,888 -24%
HDIM
1170
Hanson & Doremus Investment Management
Vermont
$903K +$31.6K +425 +4%
SRC
1171
Shufro Rose & Co
New York
$901K -$67.9K -914 -7%
LSC
1172
Lesa Sroufe & Co
Washington
$899K – – –
AC
1173
Athanor Capital
New York
$899K +$899K +12,100 New
TMAM
1174
Tokio Marine Asset Management
Japan
$898K +$31.5K +424 +4%
CCMD
1175
Cypress Capital Management (Delaware)
Delaware
$894K – – –
45 46
47
48 49