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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 %
EP
1151
Eudaimonia Partners
Tennessee
$803K +$10.1K +171 +1%
SJIM
1152
St. Johns Investment Management
Florida
$802K -$36.7K -619 -4%
LWAC
1153
Laurel Wealth Advisors (California)
California
$802K +$403K +6,788 +101%
ESB
1154
Essex Savings Bank
Connecticut
$801K +$7.42K +125 +0.9%
PCM
1155
Prelude Capital Management
New York
$797K +$632K +10,641 +382%
LWM
1156
Lenox Wealth Management
Ohio
$797K +$660K +11,121 +481%
BCM
1157
Boltwood Capital Management
California
$795K -$24.3K -410 -3%
WQ
1158
Wealth Quarterback
New Jersey
$794K -$9.03M -151,025 -92%
MBT
1159
Montecito Bank & Trust
California
$790K +$41.6K +701 +6%
CYG
1160
Clean Yield Group
Vermont
$780K -$621K -10,468 -44%
NB
1161
Nicolet Bankshares
Wisconsin
$779K +$21.3K +360 +3%
PCAP
1162
Pratt Collard Advisory Partners
New York
$778K +$116K +1,955 +18%
TMAM
1163
Tokio Marine Asset Management
Japan
$777K +$60.1K +1,013 +8%
RIA
1164
Realta Investment Advisors
Delaware
$775K +$461K +7,775 +147%
PTC
1165
Private Trust Company
Ohio
$771K -$260K -4,389 -25%
RPC
1166
Rossmore Private Capital
Connecticut
$770K +$99.8K +1,681 +15%
VAS
1167
Vestmark Advisory Solutions
Massachusetts
$767K -$1.31K -22 -0.2%
FMWA
1168
Forvis Mazars Wealth Advisors
Missouri
$765K +$187K +3,148 +32%
KCM
1169
Kendall Capital Management
Maryland
$760K -$134K -2,265 -15%
TPA
1170
Trivium Point Advisory
Connecticut
$760K +$760K +12,792 New
YMRC
1171
Yorktown Management & Research Company
Virginia
$759K -$380K -6,400 -33%
CPSC
1172
Carl P. Sherr & Co
Massachusetts
$757K -$5.04K -85 -0.7%
FA
1173
FDx Advisors
Illinois
$755K +$70.5K +1,187 +10%
FMT
1174
First Mercantile Trust
Tennessee
$754K -$1.25K -21 -0.2%
FLI
1175
Family Legacy Inc
South Carolina
$753K +$113K +1,900 +18%
45 46
47
48 49