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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 %
Rafferty Asset Management
1251
Rafferty Asset Management
New York
$594K -$1.49M -25,118 -71%
PRC
1252
Pearl River Capital
Michigan
$594K +$594K +10,019 New
RAM
1253
RWC Asset Management
United Kingdom
$592K -$23.7K -400 -4%
MFP
1254
Meridian Financial Partners
Virginia
$592K +$6.34K +100 +1%
TNBTD
1255
Trustmark National Bank Trust Department
Mississippi
$586K -$21.7K -365 -4%
ACM
1256
AlphaCrest Capital Management
New York
$583K -$491K -8,271 -46%
AFP
1257
Ausdal Financial Partners
Iowa
$582K +$70.7K +1,134 +14%
DTL
1258
Dynamic Technology Lab
Singapore
$578K +$376K +6,341 +187%
EI
1259
Ethic Inc
New York
$577K +$63.6K +1,072 +12%
CAGAS
1260
Capital Advisory Group Advisory Services
Minnesota
$575K +$575K +9,641 New
WDA
1261
Wendell David Associates
New Hampshire
$572K – – –
GCP
1262
GSA Capital Partners
United Kingdom
$568K +$568K +9,568 New
LIM
1263
Leavell Investment Management
Alabama
$566K -$7.53K -127 -1%
WPW
1264
Waldron Private Wealth
Pennsylvania
$566K +$4.33K +73 +0.8%
OFS
1265
Orrstown Financial Services
Pennsylvania
$566K +$43.3K +730 +8%
BMO
1266
Beck Mack & Oliver
New York
$565K -$26.7K -451 -5%
RWA
1267
Ropes Wealth Advisors
Massachusetts
$565K +$65.7K +1,107 +13%
BOS
1268
Bank of Stockton
California
$561K -$77.4K -1,306 -12%
ACA
1269
Atlas Capital Advisors
Wyoming
$560K -$8.6K -145 -2%
BHA
1270
Beech Hill Advisors
New York
$558K -$5.9M -99,315 -91%
UBG
1271
United Bank (Georgia)
Georgia
$556K +$7.17K +121 +1%
CCA
1272
Checchi Capital Advisers
California
$556K +$91.6K +1,543 +20%
AWM
1273
Altavista Wealth Management
North Carolina
$554K -$415K -6,986 -43%
V
1274
VeraBank
Texas
$553K +$13.1K +220 +2%
RG
1275
Rikoon Group
New Mexico
$552K -$73K -1,231 -12%
49 50
51
52 53