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CVS Health
CVS

Overview Fund Activity

1,680 hedge funds and large institutions have $63.8B invested in CVS Health in 2019 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 771 increasing their positions, 625 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,680
Holders Change
+29
Holders Change %
+1.76%
% of All Funds
36.9%
Holding in Top 10
84
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+75%
% of All Funds
1.84%
New
137
Increased
771
Reduced
625
Closed
95
Calls
$1.5B
Puts
$1.35B
Net Calls
+$150M
Net Calls Change
+$441M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
2
BlackRock
BlackRock
New York
+$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163M
4
CS
Credit Suisse
Switzerland
+$151M
5
Capital International Investors
Capital International Investors
California
+$108M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$349M
2
Franklin Resources
Franklin Resources
California
-$180M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$169M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$146M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1276
Sutton Wealth Advisors
Florida
$464K +$30.5K +484 +7%
C
1277
Cerebellum
California
$464K +$64.8K +1,027 +16%
IP
1278
Intellectus Partners
California
$461K – – –
MWC
1279
MBM Wealth Consultants
Missouri
$460K +$14.1K +223 +3%
SMFS
1280
Squar Milner Financial Services
California
$460K +$103K +1,764 +29%
FCA
1281
FinTrust Capital Advisors
South Carolina
$459K -$21K -332 -4%
CFA
1282
Carroll Financial Associates
North Carolina
$458K -$25.7K -407 -5%
MCM
1283
Manchester Capital Management
Vermont
$455K – – –
SC
1284
Savant Capital
Illinois
$452K +$2.52K +40 +0.6%
ST
1285
Smithfield Trust
Pennsylvania
$451K -$107K -1,694 -19%
CL
1286
Choreo LLC
Illinois
$449K -$57.9K -917 -11%
CCMG
1287
Clark Capital Management Group
Pennsylvania
$449K -$4.47K -71 -1%
DI
1288
DAGCO Inc
Ohio
$445K -$27.8K -441 -6%
FMWA
1289
Forvis Mazars Wealth Advisors
Missouri
$441K -$237K -3,763 -35%
MWM
1290
Meridian Wealth Management
Kentucky
$440K -$39.9K -633 -8%
CAM
1291
Cresset Asset Management
Illinois
$436K +$42.7K +677 +11%
LWAC
1292
Laurel Wealth Advisors (California)
California
$435K +$108K +1,704 +33%
I2I
1293
Insight 2811 Inc
Illinois
$432K -$65.8K -1,042 -13%
CST
1294
Charles Schwab Trust
Nevada
$430K +$430K +6,891 New
WA
1295
Wambolt & Associates
Colorado
$428K +$3.47K +55 +0.8%
NHC
1296
Nicholas Hoffman & Company
Georgia
$426K +$128K +2,024 +43%
SCI
1297
S&CO Inc
Massachusetts
$425K -$33.1K -525 -7%
JFA
1298
JNBA Financial Advisors
Minnesota
$424K +$2.59K +41 +0.6%
RA
1299
RFG Advisory
Alabama
$422K +$74.2K +1,177 +21%
CIP
1300
Convergence Investment Partners
Florida
$420K -$1.28M -20,344 -75%
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