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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 %
VIM
1176
Vista Investment Management
Pennsylvania
$543K +$543K +7,485 New
SCI
1177
S&CO Inc
Massachusetts
$539K – – –
CL
1178
Choreo LLC
Illinois
$536K -$136K -1,876 -20%
JA
1179
JOYN Advisors
Georgia
$536K +$536K +7,388 New
WFG
1180
Wills Financial Group
Virginia
$535K -$564K -7,778 -51%
MA
1181
Mutual Advisors
Nebraska
$533K +$533K +7,346 New
RWA
1182
Ropes Wealth Advisors
Massachusetts
$530K -$11.1K -153 -2%
CB
1183
CNB Bank
Pennsylvania
$530K +$530K +7,313 New
BDF
1184
Balasa Dinverno & Foltz
$529K -$37.5K -517 -7%
WSC
1185
Wellington Shields & Co
New York
$529K +$43.5K +600 +9%
BST
1186
Bath Savings Trust
Maine
$528K -$99.3K -1,371 -16%
VIA
1187
Virtus Investment Advisers
Connecticut
$528K -$42.1K -581 -7%
CFMC
1188
Curbstone Financial Management Corp
New Hampshire
$526K -$1.09M -14,980 -67%
PP
1189
Patten & Patten
Tennessee
$526K -$49.4K -681 -9%
LFAS
1190
Level Four Advisory Services
Texas
$519K -$738K -10,188 -59%
CWM
1191
Confluence Wealth Management
Oregon
$517K -$51K -703 -9%
BHBT
1192
Burke & Herbert Bank & Trust
Virginia
$516K -$17.1K -236 -3%
BFO
1193
Biltmore Family Office
North Carolina
$515K +$515K +7,104 New
SMC
1194
Smith, Moore & Co
Missouri
$514K +$84K +1,157 +20%
CF
1195
Copperwynd Financial
Arizona
$513K +$513K +7,069 New
BWM
1196
Bernicke Wealth Management
Wisconsin
$508K +$49.8K +687 +11%
VHAM
1197
Van Hulzen Asset Management
California
$500K +$500K +6,900 New
CAM
1198
Columbia Asset Management
Michigan
$496K -$158K -2,180 -24%
TPWA
1199
TRUE Private Wealth Advisors
Oregon
$496K -$29.9K -412 -6%
RC
1200
Roundview Capital
New Jersey
$494K -$21K -290 -4%
46 47
48
49 50