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CVS Health
CVS

Overview Fund Activity

1,837 hedge funds and large institutions have $75.3B invested in CVS Health in 2019 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 723 increasing their positions, 708 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,837
Holders Change
+157
Holders Change %
+9.35%
% of All Funds
36.28%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.92%
New
252
Increased
723
Reduced
708
Closed
73
Calls
$2.15B
Puts
$1.63B
Net Calls
+$524M
Net Calls Change
+$375M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$719M
2
Truist Financial
Truist Financial
North Carolina
+$238M
3
Morgan Stanley
Morgan Stanley
New York
+$187M
4
DZ Bank
DZ Bank
Germany
+$185M
5
LSV Asset Management
LSV Asset Management
Illinois
+$126M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$442M
2
State Street
State Street
Massachusetts
-$357M
3
Franklin Resources
Franklin Resources
California
-$247M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$185M
5
VVP
Vulcan Value Partners
Alabama
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIL
1251
AGF Investments LLC
Ontario, Canada
$711K +$286K +3,841 +67%
CCM
1252
Chickasaw Capital Management
Tennessee
$710K -$43.8K -589 -6%
APG
1253
Abacus Planning Group
South Carolina
$707K +$223 +3 +0%
CCI
1254
Credit Capital Investments
New Jersey
$706K – – –
WPW
1255
Waldron Private Wealth
Pennsylvania
$703K -$48.2K -650 -6%
CCB
1256
Cutter & Co Brokerage
Missouri
$702K -$92.4K -1,243 -12%
CAAS
1257
Capital Asset Advisory Services
Michigan
$702K +$341K +4,622 +95%
NICM
1258
Neo Ivy Capital Management
New York
$702K +$695K +9,354 +10,393%
BCA
1259
Bay Colony Advisors
Massachusetts
$701K +$58.1K +785 +9%
BP
1260
Ballentine Partners
Massachusetts
$700K -$24.7K -333 -3%
FMBTD
1261
First Midwest Bank Trust Division
Illinois
$695K -$3.57K -48 -0.5%
CCG
1262
Cypress Capital Group
Florida
$693K +$29.7K +400 +4%
AWM
1263
Aries Wealth Management
Maine
$692K – – –
UBG
1264
United Bank (Georgia)
Georgia
$688K -$76.1K -1,024 -10%
SCM
1265
Shelton Capital Management
Colorado
$682K -$194K -2,612 -22%
WTB
1266
Washington Trust Bank
Washington
$682K -$52.3K -704 -7%
SG
1267
StoneX Group
New York
$681K +$92.3K +1,243 +16%
UC
1268
Unio Capital
New Jersey
$679K -$105K -1,413 -13%
V
1269
VeraBank
Texas
$676K +$8.99K +121 +1%
MFP
1270
Meridian Financial Partners
Virginia
$672K +$29.6K +407 +5%
C
1271
Certuity
Florida
$667K +$667K +8,975 New
OFS
1272
Orrstown Financial Services
Pennsylvania
$664K -$33.3K -442 -5%
KIA
1273
KCM Investment Advisors
California
$664K -$14.5K -195 -2%
NWP
1274
Northstar Wealth Partners
Connecticut
$664K +$27.1K +365 +4%
IRC
1275
Investors Research Corp
Georgia
$663K -$1.86K -25 -0.3%
49 50
51
52 53