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CVS Health
CVS

Overview Fund Activity

1,595 hedge funds and large institutions have $61.8B invested in CVS Health in 2017 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 503 increasing their positions, 766 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
+67
Holders Change %
+4.38%
% of All Funds
36.23%
Holding in Top 10
37
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-43.94%
% of All Funds
0.84%
New
219
Increased
503
Reduced
766
Closed
136
Calls
$656M
Puts
$1B
Net Calls
-$346M
Net Calls Change
-$223M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$491M
2
AIG
American International Group
New York
+$478M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$458M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
5
GCM
Glenview Capital Management
New York
+$395M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$853M
2
Bank of America
Bank of America
North Carolina
-$755M
3
UBS Group
UBS Group
Switzerland
-$464M
4
LSV Asset Management
LSV Asset Management
Illinois
-$378M
5
AAMU
Amundi Asset Management US
Massachusetts
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
1226
Gould Asset Management
California
$441K +$72.5K +1,000 +20%
BWM
1227
Buckley Wealth Management
Nevada
$439K +$439K +6,059 New
4IG
1228
440 Investment Group
Kansas
$438K -$19.2K -265 -4%
BAM
1229
Berkshire Asset Management
Pennsylvania
$438K +$47.6K +657 +12%
FMWA
1230
Forvis Mazars Wealth Advisors
Missouri
$437K -$72K -993 -14%
ID
1231
Integral Derivatives
New York
$435K -$284K -3,919 -40%
TMAM
1232
Tokio Marine Asset Management
Japan
$427K -$126K -1,743 -23%
PMFA
1233
Plante Moran Financial Advisors
Michigan
$427K +$32.9K +454 +8%
TF
1234
TLWM Financial
Texas
$421K +$421K +5,810 New
BC
1235
Banced Corp
Illinois
$420K +$22.9K +316 +6%
FIAS
1236
FinTrust Investment Advisory Services
South Carolina
$419K +$725 +10 +0.2%
LIM
1237
Leavell Investment Management
Alabama
$417K – – –
QCMC
1238
Quantum Capital Management (California)
California
$415K -$371K -5,118 -47%
MWAC
1239
Mariner Wealth Advisors (Cincinnati)
Ohio
$413K +$69.1K +953 +20%
GRP
1240
Global Retirement Partners
California
$412K +$48.1K +664 +13%
WIC
1241
Whitegate Investment Counselors
New Hampshire
$411K -$196K -2,700 -32%
SWM
1242
SeaCrest Wealth Management
New York
$411K +$411K +5,670 New
WF
1243
WealthTrust Fairport
Ohio
$410K -$73 -1 -0%
6M
1244
6 Meridian
Kansas
$409K +$409K +5,639 New
HCP
1245
Holt Capital Partners
Texas
$407K – – –
VF
1246
Virtu Financial
New York
$403K +$194K +2,672 +93%
BA
1247
Birinyi Associates
Connecticut
$399K – – –
PAM
1248
Paradigm Asset Management
New York
$397K -$2.32M -32,000 -85%
CCM
1249
Chilton Capital Management
Texas
$396K -$84.7K -1,169 -18%
RG
1250
Rikoon Group
New Mexico
$395K -$43.4K -598 -10%
48 49
50
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