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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
LOAME
1226
Lombard Odier Asset Management (Europe)
United Kingdom
$757K – – –
VIM
1227
Vista Investment Management
Pennsylvania
$757K +$19.5K +300 +3%
HS
1228
Haafor (Singapore)
Singapore
$756K +$756K +11,632 New
BWP
1229
Baldwin Wealth Partners
Massachusetts
$755K – – –
NFG
1230
Next Financial Group
Texas
$752K -$418K -6,440 -36%
SIA
1231
Soltis Investment Advisors
Utah
$752K +$233K +3,583 +45%
ADMI
1232
Albert D. Mason Inc
Massachusetts
$750K -$7.47K -115 -1%
KIA
1233
KCM Investment Advisors
California
$750K +$88.2K +1,359 +13%
TRCT
1234
Tower Research Capital (TRC)
New York
$745K +$497K +7,643 +200%
NAM
1235
North American Management
Massachusetts
$743K – – –
WA
1236
Wealth Alliance
New York
$743K +$10.5K +161 +1%
EI
1237
Ethic Inc
New York
$739K +$107K +1,645 +17%
BHWM
1238
Bar Harbor Wealth Management
New Hampshire
$730K -$206K -3,166 -22%
BCP
1239
Berkeley Capital Partners
Georgia
$729K -$286K -4,402 -28%
CCA
1240
Checchi Capital Advisers
California
$729K +$120K +1,851 +20%
CAAS
1241
Capital Asset Advisory Services
Michigan
$724K +$22.8K +350 +3%
MF
1242
Manchester Financial
California
$722K +$41.6K +640 +6%
TCM
1243
Traynor Capital Management
Pennsylvania
$721K +$132K +2,034 +22%
ANRIA
1244
American National Registered Investment Advisor
Texas
$712K – – –
GWCM
1245
Godshalk Welsh Capital Management
Pennsylvania
$705K -$9.75K -150 -1%
CAMG
1246
CWA Asset Management Group
Florida
$701K -$17.4K -268 -2%
NBG
1247
Nancy B. Gardiner
$701K +$26K +400 +4%
CCG
1248
Cypress Capital Group
Florida
$696K +$219K +3,363 +46%
RCC
1249
Red Cedar Capital
Nebraska
$684K – – –
Walleye Trading
1250
Walleye Trading
New York
$682K -$9.77M -150,365 -93%
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