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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1251
Savant Capital
Illinois
$596K +$5.61K +96 +0.9%
S
1252
SimplyRich
California
$595K -$8.29K -142 -1%
BCP
1253
Berkeley Capital Partners
Georgia
$594K -$61.4K -1,050 -9%
IMC Chicago
1254
IMC Chicago
Illinois
$594K +$594K +10,172 New
AWM
1255
Aevitas Wealth Management
Massachusetts
$591K +$21.1K +361 +4%
WDA
1256
Wendell David Associates
New Hampshire
$587K – – –
V
1257
VeraBank
Texas
$587K – – –
Bank Julius Baer & Co
1258
Bank Julius Baer & Co
Switzerland
$584K +$161K +2,749 +38%
MME
1259
Meag Munich Ergo
Germany
$584K +$584K +10,000 New
PWA
1260
Providence Wealth Advisors
Illinois
$583K -$25K -428 -4%
AWM
1261
Altavista Wealth Management
North Carolina
$577K +$6.19K +106 +1%
BP
1262
Ballentine Partners
Massachusetts
$572K -$175K -3,003 -23%
UH
1263
Unigestion Holding
Switzerland
$571K -$29.1K -498 -5%
GFPC
1264
Global Financial Private Client
Florida
$570K +$24.4K +421 +4%
ATC
1265
Adirondack Trust Company
New York
$569K -$6.72K -115 -1%
CPIG
1266
Chicago Partners Investment Group
Illinois
$569K +$6K +101 +1%
OWA
1267
Outlook Wealth Advisors
Texas
$569K +$344K +5,887 +153%
UC
1268
Unio Capital
New Jersey
$567K +$29.5K +501 +5%
FHA
1269
First Horizon Advisors
Tennessee
$566K +$134K +2,310 +31%
CCA
1270
Checchi Capital Advisers
California
$564K -$91.6K -1,568 -14%
TSS
1271
Two Sigma Securities
New York
$561K +$249K +4,264 +80%
ACP
1272
Aviance Capital Partners
Florida
$559K – – –
SFI
1273
SPC Financial Inc
Maryland
$556K -$1.44M -24,596 -72%
LIM
1274
Loudon Investment Management
New Hampshire
$556K +$217K +3,711 +64%
MAA
1275
Mraz Amerine & Associates
California
$556K +$556K +9,520 New
49 50
51
52 53