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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 %
PCAP
1201
Pratt Collard Advisory Partners
New York
$829K -$13K -175 -2%
FNBT
1202
FineMark National Bank & Trust
Florida
$827K -$6.62K -89 -0.8%
NBG
1203
Nancy B. Gardiner
$825K – – –
IFWM
1204
Institute for Wealth Management
Colorado
$819K -$33.6K -452 -4%
PP
1205
PagnatoKarp Partners
Virginia
$818K +$1.71K +23 +0.2%
LA
1206
Lynch & Associates
Indiana
$818K +$23.6K +317 +3%
APWM
1207
Atlas Private Wealth Management
New York
$818K +$818K +11,007 New
SLF
1208
Sun Life Financial
Ontario, Canada
$817K -$446K -6,001 -35%
ANRIA
1209
American National Registered Investment Advisor
Texas
$815K -$5.58K -75 -0.7%
ACP
1210
Aviance Capital Partners
Florida
$813K -$46.3K -624 -5%
QCG
1211
Quadrant Capital Group
Ohio
$813K +$141K +1,975 +21%
GAMC
1212
Garner Asset Management Corp
Texas
$809K -$14.9K -201 -2%
CAMG
1213
CWA Asset Management Group
Florida
$809K -$3.5K -47 -0.4%
S
1214
SimplyRich
California
$804K +$22.9K +311 +3%
LJAC
1215
L.J. Altfest & Co
New York
$802K -$112K -1,502 -12%
BOS
1216
Bank of Stockton
California
$799K -$74K -998 -8%
FFA
1217
First Foundation Advisors
California
$798K -$384K -5,177 -33%
PP
1218
Patten & Patten
Tennessee
$797K +$37.1K +500 +5%
WI
1219
Wintrust Investments
Illinois
$789K -$339K -4,564 -30%
FLI
1220
Family Legacy Inc
South Carolina
$784K +$64.2K +884 +9%
RG
1221
Rikoon Group
New Mexico
$783K -$19.1K -257 -2%
RCC
1222
Red Cedar Capital
Nebraska
$782K – – –
CBU
1223
CIBC Bank USA
Illinois
$781K +$49.2K +662 +7%
BCM
1224
Becker Capital Management
Oregon
$773K +$39.5K +532 +5%
CPIG
1225
Chicago Partners Investment Group
Illinois
$772K -$1.14K -15 -0.1%
47 48
49
50 51