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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 %
SIG
1176
Sky Investment Group
Connecticut
$570K -$8.79K -163 -2%
GC
1177
Guardian Capital
Ontario, Canada
$570K +$110K +2,038 +24%
LJAC
1178
L.J. Altfest & Co
New York
$568K -$132K -2,439 -19%
RCC
1179
Red Cedar Capital
Nebraska
$568K – – –
RG
1180
Rikoon Group
New Mexico
$568K +$155K +2,867 +37%
OTPPB
1181
Ontario Teachers' Pension Plan Board
Ontario, Canada
$565K -$1.38M -25,636 -71%
JWA
1182
JFS Wealth Advisors
Pennsylvania
$562K +$12.9K +240 +2%
AC
1183
Arjuna Capital
North Carolina
$558K -$26.8K -498 -5%
NGA
1184
Naples Global Advisors
Florida
$558K +$45.9K +851 +9%
AHC
1185
Adell Harriman & Carpenter
Texas
$556K -$41.9K -777 -7%
BMC
1186
Benin Management Corp
Connecticut
$553K +$1.35K +25 +0.2%
WSFS
1187
Wilmington Savings Fund Society
Delaware
$552K -$177K -3,285 -24%
RTC
1188
Riverview Trust Company
Washington
$552K -$3.77K -70 -0.7%
AW
1189
ACG Wealth
Georgia
$546K -$47.7K -883 -8%
VIM
1190
Vista Investment Management
Pennsylvania
$544K +$154K +2,856 +40%
CPIG
1191
Chicago Partners Investment Group
Illinois
$540K -$158K -2,992 -23%
MFS
1192
Monetta Financial Services
Illinois
$539K – – –
SMC
1193
Smith, Moore & Co
Missouri
$538K +$10.5K +194 +2%
BJL
1194
Brighton Jones LLC
Washington
$538K +$124K +2,303 +30%
PP
1195
Patten & Patten
Tennessee
$537K +$78.8K +1,460 +17%
CCM
1196
Chickasaw Capital Management
Tennessee
$536K – – –
NWP
1197
Northstar Wealth Partners
Connecticut
$535K -$38.5K -714 -7%
AW
1198
Alpha Windward
Massachusetts
$534K +$44.8K +831 +9%
CIC
1199
Carnegie Investment Counsel
Ohio
$533K -$658K -12,212 -55%
EWM
1200
Elmwood Wealth Management
California
$533K +$16.2K +300 +3%
46 47
48
49 50