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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 %
CIAS
1226
Capital Investment Advisory Services
North Carolina
$636K -$831K -13,997 -57%
CFD
1227
Creative Financial Designs
Indiana
$632K -$310K -5,225 -33%
CA
1228
Clearstead Advisors
Ohio
$630K -$145K -2,437 -19%
DP
1229
Dearborn Partners
Illinois
$630K -$72.1K -1,215 -10%
WI
1230
Wintrust Investments
Illinois
$630K -$772 -13 -0.1%
RIM
1231
Rampart Investment Management
Connecticut
$629K -$280K -4,718 -31%
CPC
1232
Congress Park Capital
New York
$629K +$148K +2,500 +31%
EWM
1233
Elmwood Wealth Management
California
$627K -$228K -3,673 -27%
PI
1234
PEAK6 Investments
Illinois
$626K -$7.77M -130,883 -93%
RCC
1235
Red Cedar Capital
Nebraska
$625K – – –
ACP
1236
Aviance Capital Partners
Florida
$624K -$25.3K -427 -4%
APWM
1237
Atlas Private Wealth Management
New York
$623K -$29.6K -500 -5%
BCM
1238
Becker Capital Management
Oregon
$622K +$5.1K +86 +0.8%
MF
1239
Manchester Financial
California
$621K +$593K +10,000 +2,141%
GI
1240
GS Investments
Minnesota
$617K -$540K -9,095 -47%
S
1241
SimplyRich
California
$617K -$34.4K -576 -5%
NBG
1242
Nancy B. Gardiner
$616K -$42.4K -715 -6%
VRS
1243
Virginia Retirement Systems
Virginia
$611K – – –
LFAS
1244
Level Four Advisory Services
Texas
$607K -$67.6K -1,129 -10%
KIA
1245
KCM Investment Advisors
California
$605K +$74.3K +1,252 +14%
XS
1246
XR Securities
Illinois
$604K +$419K +7,070 +227%
HB
1247
Homrich & Berg
Georgia
$602K -$1.36M -22,887 -69%
CGL
1248
Clarius Group LLC
Washington
$600K +$91.8K +1,547 +18%
ATC
1249
Adirondack Trust Company
New York
$599K +$76.2K +1,285 +15%
AssetMark Inc
1250
AssetMark Inc
California
$595K +$266K +4,477 +81%
48 49
50
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