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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 %
VIM
1176
Vista Investment Management
Pennsylvania
$892K +$35.2K +473 +4%
SACTSONJ
1177
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$891K – – –
Bessemer Group
1178
Bessemer Group
New Jersey
$890K +$33.5K +451 +4%
ATPW
1179
Ashton Thomas Private Wealth
Arizona
$888K +$888K +11,957 New
HFBOT
1180
Home Federal Bank of Tennessee
Tennessee
$886K +$1.86K +25 +0.2%
Koshinski Asset Management
1181
Koshinski Asset Management
Illinois
$885K +$148K +2,015 +20%
DP
1182
Dearborn Partners
Illinois
$879K -$22.3K -300 -2%
WPC
1183
White Pine Capital
Minnesota
$879K -$149 -2 -0%
CRC
1184
Curi RMB Capital
Illinois
$874K +$33K +444 +4%
CFFP
1185
Center for Financial Planning
Michigan
$873K +$873K +11,755 New
SBH
1186
Segall Bryant & Hamill
Illinois
$870K -$54.8K -738 -6%
FA
1187
FDx Advisors
Illinois
$857K -$301K -4,053 -26%
PM
1188
Penbrook Management
New York
$854K – – –
H
1189
HoyleCohen
California
$852K – – –
WA
1190
Wealth Alliance
New York
$851K +$851K +11,449 New
NAM
1191
North American Management
Massachusetts
$850K -$12.4K -167 -1%
CH
1192
Canton Hathaway
Rhode Island
$845K – – –
NCM
1193
Northside Capital Management
Oregon
$843K -$71.9K -967 -8%
VWM
1194
Venturi Wealth Management
Texas
$841K -$24.5K -330 -3%
RPC
1195
Rossmore Private Capital
Connecticut
$839K -$25.9K -349 -3%
EPA
1196
Element Pointe Advisors
Florida
$838K – – –
ADMI
1197
Albert D. Mason Inc
Massachusetts
$836K +$39.4K +530 +5%
TFA
1198
Teamwork Financial Advisors
Texas
$835K +$835K +11,242 New
GWCM
1199
Godshalk Welsh Capital Management
Pennsylvania
$834K +$124K +1,670 +17%
HAIM
1200
Hunter Associates Investment Management
Pennsylvania
$831K +$831K +11,188 New
46 47
48
49 50