CVS icon

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 %
WPW
1201
Waldron Private Wealth
Pennsylvania
$531K +$121K +2,252 +30%
PL
1202
Perpetual Ltd
Australia
$528K – – –
CCA
1203
Checchi Capital Advisers
California
$527K -$28.2K -523 -5%
Acadian Asset Management
1204
Acadian Asset Management
Massachusetts
$527K – – –
AWM
1205
Aries Wealth Management
Maine
$527K +$77.3K +1,434 +17%
FFA
1206
First Foundation Advisors
California
$526K -$40K -741 -7%
GPA
1207
Garrison Point Advisors
California
$526K +$18.9K +350 +4%
HC
1208
HNP Capital
New York
$524K – – –
VRM
1209
Vectors Research Management
New York
$524K +$305K +5,654 +139%
CBU
1210
CIBC Bank USA
Illinois
$523K +$101K +1,871 +24%
EHWM
1211
Eads & Heald Wealth Management
Georgia
$517K +$22.6K +420 +5%
GAM
1212
Griffin Asset Management
New York
$513K -$111K -2,057 -18%
HH
1213
Hilltop Holdings
Texas
$512K +$50K +928 +11%
JIP
1214
Jaffetilchin Investment Partners
Florida
$509K -$185K -3,430 -27%
Wealthfront Advisers
1215
Wealthfront Advisers
California
$508K -$998K -18,487 -66%
CPA
1216
Clear Perspective Advisors
Illinois
$506K +$117K +2,162 +30%
IWM
1217
IHT Wealth Management
Illinois
$500K +$25.2K +467 +5%
WIC
1218
Whitegate Investment Counselors
New Hampshire
$500K +$80.9K +1,500 +19%
MCC
1219
Malaga Cove Capital
California
$500K +$500K +9,269 New
WTB
1220
Washington Trust Bank
Washington
$498K +$271K +5,024 +120%
FIB
1221
First Interstate Bank
Montana
$497K +$183K +3,403 +58%
MCM
1222
Mitchell Capital Management
Kansas
$496K +$5.24K +97 +1%
GT
1223
Greenleaf Trust
Michigan
$492K -$468K -8,671 -49%
AWCI
1224
Alpine Woods Capital Investors
New York
$491K -$1.35K -25 -0.3%
BCM
1225
Boltwood Capital Management
California
$490K +$490K +9,080 New
47 48
49
50 51