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CVS Health
CVS

Overview Fund Activity

1,680 hedge funds and large institutions have $63.8B invested in CVS Health in 2019 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 771 increasing their positions, 625 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,680
Holders Change
+29
Holders Change %
+1.76%
% of All Funds
36.9%
Holding in Top 10
84
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+75%
% of All Funds
1.84%
New
137
Increased
771
Reduced
625
Closed
95
Calls
$1.5B
Puts
$1.35B
Net Calls
+$150M
Net Calls Change
+$441M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
2
BlackRock
BlackRock
New York
+$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163M
4
CS
Credit Suisse
Switzerland
+$151M
5
Capital International Investors
Capital International Investors
California
+$108M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$349M
2
Franklin Resources
Franklin Resources
California
-$180M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$169M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$146M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1226
ARS Wealth Advisors
Florida
$556K +$47.8K +758 +9%
SB
1227
Simmons Bank
Arkansas
$553K -$8.77K -139 -2%
BCA
1228
Bay Colony Advisors
Massachusetts
$548K +$548K +8,685 New
WP
1229
WealthSource Partners
California
$544K -$78.8K -1,249 -13%
MFP
1230
Meridian Financial Partners
Virginia
$543K +$15.8K +257 +3%
BTW
1231
Boston Trust Walden
Massachusetts
$543K +$214K +3,400 +65%
NWP
1232
Northstar Wealth Partners
Connecticut
$541K -$43.7K -692 -7%
LCS
1233
Levin Capital Strategies
New York
$540K +$94.7K +1,500 +21%
GPA
1234
Garrison Point Advisors
California
$538K -$67.8K -1,075 -11%
FHA
1235
First Horizon Advisors
Tennessee
$537K -$221K -3,516 -29%
GCC
1236
Game Creek Capital
Massachusetts
$536K -$552K -8,750 -51%
PCA
1237
Private Capital Advisors
Connecticut
$533K – – –
DCM
1238
Donaldson Capital Management
Indiana
$531K -$50.5K -800 -9%
BO
1239
BRR OpCo
Ohio
$528K +$177K +2,812 +51%
MC
1240
Machina Capital
France
$527K +$28.6K +457 +6%
BRWM
1241
B. Riley Wealth Management
Tennessee
$526K -$6.12K -97 -1%
BIA
1242
Bigelow Investment Advisors
Maine
$525K +$127K +2,008 +32%
CCA
1243
Checchi Capital Advisers
California
$523K -$15.7K -249 -3%
UAS
1244
United Asset Strategies
New York
$522K +$18.7K +297 +4%
CHAM
1245
Clear Harbor Asset Management
Connecticut
$518K -$313K -4,964 -38%
BJL
1246
Brighton Jones LLC
Washington
$517K +$57.8K +917 +13%
QPWM
1247
Quadrant Private Wealth Management
Pennsylvania
$516K +$60.5K +959 +13%
CBB
1248
Citizens Business Bank
California
$515K -$31.5K -500 -6%
NVIM
1249
New Vernon Investment Management
Illinois
$515K – – –
HC
1250
Hourglass Capital
Texas
$514K – – –
48 49
50
51 52