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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 %
APWM
1251
Atlas Private Wealth Management
New York
$680K -$2.14K -33 -0.3%
PWA
1252
Providence Wealth Advisors
Illinois
$677K -$58K -892 -8%
GI
1253
GS Investments
Minnesota
$676K – – –
WPW
1254
Waldron Private Wealth
Pennsylvania
$676K +$56K +863 +9%
LIM
1255
Leavell Investment Management
Alabama
$676K +$56.2K +866 +9%
DT
1256
Diversified Trust
Tennessee
$675K +$675K +10,394 New
UH
1257
Unigestion Holding
Switzerland
$667K +$667K +10,269 New
S
1258
SimplyRich
California
$666K – – –
CRWM
1259
Castle Rock Wealth Management
California
$666K +$236K +3,633 +55%
SGI
1260
Summit Global Investments
Utah
$664K -$7.38M -113,608 -92%
LFAS
1261
Level Four Advisory Services
Texas
$660K +$2.21K +34 +0.3%
TC
1262
Trust Company
Kansas
$659K +$640K +9,862 +3,460%
SC
1263
Savant Capital
Illinois
$657K +$74.7K +1,150 +13%
PAM
1264
Palisade Asset Management
Minnesota
$656K -$298K -4,580 -31%
WDA
1265
Wendell David Associates
New Hampshire
$653K +$27.2K +419 +4%
V
1266
VeraBank
Texas
$652K +$47.1K +726 +8%
MUAMU
1267
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$649K -$1.17M -18,000 -64%
DP
1268
Dearborn Partners
Illinois
$649K -$40.9K -630 -6%
EHC
1269
Everett Harris & Co
California
$646K +$646K +9,941 New
EMG
1270
Ellington Management Group
Connecticut
$642K -$1.17M -17,973 -65%
AWM
1271
Altavista Wealth Management
North Carolina
$635K +$28.5K +439 +5%
GFS
1272
GYL Financial Synergies
Connecticut
$635K +$635K +9,769 New
CWM
1273
Centric Wealth Management
Illinois
$634K +$96K +1,477 +18%
AWM
1274
Aevitas Wealth Management
Massachusetts
$633K +$100K +1,544 +19%
MFP
1275
Meridian Financial Partners
Virginia
$630K +$34.5K +541 +6%
49 50
51
52 53