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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 %
MFG
1276
Merit Financial Group
Georgia
$660K +$224K +3,016 +51%
SIA
1277
Sit Investment Associates
Minnesota
$659K – – –
MCC
1278
Malaga Cove Capital
California
$655K – – –
PRWA
1279
Platte River Wealth Advisors
Colorado
$655K +$655K +9,663 New
RTC
1280
Riverview Trust Company
Washington
$653K -$93.7K -1,262 -13%
KA
1281
Kovack Advisors
Florida
$651K -$47.2K -630 -7%
RI
1282
Ridgewood Investments
New Jersey
$649K -$38.4K -517 -6%
CGL
1283
Clarius Group LLC
Washington
$645K +$69.7K +925 +12%
TCWM
1284
Total Clarity Wealth Management
Illinois
$643K +$643K +8,655 New
EI
1285
Ethic Inc
New York
$643K +$643K +8,656 New
FHA
1286
First Horizon Advisors
Tennessee
$641K +$7.8K +105 +1%
BJL
1287
Brighton Jones LLC
Washington
$641K +$32.4K +436 +5%
GPA
1288
Garrison Point Advisors
California
$634K – – –
GCC
1289
Game Creek Capital
Massachusetts
$631K – – –
KF
1290
Krilogy Financial
Missouri
$629K +$207K +2,782 +49%
AWA
1291
ARS Wealth Advisors
Florida
$628K -$27.2K -366 -4%
PCA
1292
Private Capital Advisors
Connecticut
$628K – – –
DCM
1293
Donaldson Capital Management
Indiana
$628K +$2.97K +40 +0.5%
CF
1294
Copperwynd Financial
Arizona
$627K -$27.8K -374 -4%
RWA
1295
Ropes Wealth Advisors
Massachusetts
$625K -$325K -4,374 -34%
BTW
1296
Boston Trust Walden
Massachusetts
$620K -$19.7K -265 -3%
BIA
1297
Bigelow Investment Advisors
Maine
$619K +$817 +11 +0.1%
BFA
1298
Bragg Financial Advisors
North Carolina
$613K -$115K -1,546 -16%
WEC
1299
Winslow Evans & Crocker
Massachusetts
$612K +$280K +3,754 +84%
BG
1300
Berry Group
Massachusetts
$611K +$611K +8,225 New
50 51
52
53 54