CVS Health
CVS
1,419 hedge funds and large institutions have $92.4B invested in CVS Health in 2014 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 490 increasing their positions, 601 reducing their positions, and 42 closing their positions.
338% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 42
44% more funds holding in top 10
Funds holding in top 10: 140 → 201 (+61)
20% more capital invested
Capital invested by funds: $77.1B → $92.4B (+$15.3B)
10% more funds holding
Funds holding: 1,292 → 1,419 (+127)
0.04% more ownership
Funds ownership: 83.87% → 83.91% (+0.04%)
3% less call options, than puts
Call options by funds: $406M | Put options by funds: $419M
18% less repeat investments, than reductions
Existing positions increased: 490 | Existing positions reduced: 601
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$340M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$265M |
| 3 |
State Street
Boston,
Massachusetts
|
+$216M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$150M |
| 5 |
Millennium Management
New York
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$373M |
| 2 |
JP Morgan Chase
New York
|
-$332M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$266M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$242M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$240M |
CVS Hedge Fund Activity: Q4 2014 in Review
1,419 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2014, worth a combined $92.4B — up 20% from $77.1B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new CVS positions and 42 closed out — a net gain of 142 holders — while 490 added to existing stakes and 601 trimmed.
The largest buyer was Capital World Investors, adding an estimated $340M. The largest seller was Institutional Capital, exiting entirely with an estimated $373M sold.
- 1,419 institutional investors held CVS Health (CVS) as of Q4 2014, up from 1,292 in Q3 2014.
- Funds reported $92.4B of CVS Health stock for Q4 2014, up 20% quarter-over-quarter.
- 184 funds opened new CVS Health positions in Q4 2014 and 42 closed out, a net change of +142 holders.
- The largest CVS Health buyer in Q4 2014 was Capital World Investors, an estimated $340M added.
- The largest CVS Health seller in Q4 2014 was Institutional Capital, an estimated $373M sold.
Based on aggregated 13F filings for Q4 2014.