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CVS Health
CVS

Overview Fund Activity

1,809 hedge funds and large institutions have $59.8B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 873 increasing their positions, 645 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
-28
Holders Change %
-1.52%
% of All Funds
39.96%
Holding in Top 10
103
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.19%
% of All Funds
2.28%
New
154
Increased
873
Reduced
645
Closed
153
Calls
$1.93B
Puts
$1.12B
Net Calls
+$806M
Net Calls Change
+$281M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$301M
2
Morgan Stanley
Morgan Stanley
New York
+$199M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
LSV Asset Management
LSV Asset Management
Illinois
+$162M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16B
2
Parnassus Investments
Parnassus Investments
California
-$622M
3
Boston Partners
Boston Partners
Massachusetts
-$374M
4
CSIA
Charles Schwab Investment Advisory
California
-$315M
5
Lazard Asset Management
Lazard Asset Management
New York
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1201
Baldwin Wealth Partners
Massachusetts
$689K -$208K -3,500 -23%
SRC
1202
Shufro Rose & Co
New York
$688K -$31.8K -535 -4%
SWA
1203
SFMG Wealth Advisors
Texas
$688K +$688K +11,602 New
HI
1204
Horizon Investments
North Carolina
$681K -$2.31M -39,187 -77%
NAM
1205
North American Management
Massachusetts
$678K – – –
VHAM
1206
Van Hulzen Asset Management
California
$674K -$111K -1,875 -14%
VIM
1207
Vista Investment Management
Pennsylvania
$673K -$38.8K -654 -5%
PP
1208
PagnatoKarp Partners
Virginia
$671K +$18.1K +305 +3%
CRC
1209
Curi RMB Capital
Illinois
$670K -$27.7K -467 -4%
PM
1210
Penbrook Management
New York
$670K -$11.9K -200 -2%
WA
1211
Wealth Alliance
New York
$669K -$10K -169 -1%
CCB
1212
Cutter & Co Brokerage
Missouri
$661K +$101K +1,699 +18%
PWA
1213
Providence Wealth Advisors
Illinois
$660K +$81.3K +1,392 +14%
PFGIA
1214
Patriot Financial Group Insurance Agency
Massachusetts
$659K +$51K +859 +8%
CAAS
1215
Capital Asset Advisory Services
Michigan
$657K +$75.9K +1,241 +13%
CAMG
1216
CWA Asset Management Group
Florida
$656K +$10.4K +175 +2%
SWMG
1217
Signature Wealth Management Group
Georgia
$655K +$72.1K +1,215 +12%
GWCM
1218
Godshalk Welsh Capital Management
Pennsylvania
$653K -$13.4K -225 -2%
PP
1219
Patten & Patten
Tennessee
$651K +$14.4K +243 +2%
DFG
1220
DWM Financial Group
Illinois
$651K +$651K +10,978 New
ANRIA
1221
American National Registered Investment Advisor
Texas
$650K – – –
TCA
1222
Transcend Capital Advisors
New Jersey
$650K +$397K +6,701 +157%
LA
1223
Lynch & Associates
Indiana
$645K -$8.49K -143 -1%
CPIG
1224
Chicago Partners Investment Group
Illinois
$640K -$3.04K -48 -0.5%
H
1225
HoyleCohen
California
$637K -$43.3K -730 -6%
47 48
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