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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 %
SIG
1276
Sky Investment Group
Connecticut
$552K -$52.2K -880 -9%
SP
1277
Symmetry Partners
Connecticut
$551K +$551K +9,293 New
AWM
1278
Altium Wealth Management
New York
$549K +$169K +2,853 +45%
FAIM
1279
Financial Advocates Investment Management
Washington
$547K -$267K -4,490 -33%
UC
1280
Unio Capital
New Jersey
$542K – – –
MF
1281
Magnetar Financial
Illinois
$540K +$88.5K +1,492 +20%
TCM
1282
Traynor Capital Management
Pennsylvania
$538K +$270K +4,556 +101%
LJAC
1283
L.J. Altfest & Co
New York
$536K -$105K -1,768 -16%
FMBTD
1284
First Midwest Bank Trust Division
Illinois
$536K -$18.4K -310 -3%
GC
1285
GFG Capital
Florida
$534K +$534K +9,000 New
SC
1286
Savant Capital
Illinois
$532K +$66.3K +1,117 +14%
FNBTCON
1287
First National Bank & Trust Co of Newtown
Pennsylvania
$530K +$249K +4,200 +89%
AWA
1288
ARS Wealth Advisors
Florida
$529K +$27.9K +471 +6%
GFPC
1289
Global Financial Private Client
Florida
$528K +$80K +1,372 +18%
HR
1290
Hayden Royal
North Carolina
$527K +$49.4K +833 +10%
IRC
1291
Investors Research Corp
Georgia
$526K -$2.96K -50 -0.6%
MFG
1292
Merit Financial Group
Georgia
$526K -$1.01K -17 -0.2%
RI
1293
Ridgewood Investments
New Jersey
$524K +$5.28K +89 +1%
CBB
1294
Citizens Business Bank
California
$524K +$38.7K +652 +8%
CCM
1295
Cribstone Capital Management
Maine
$524K +$91.4K +1,540 +21%
DCM
1296
Donaldson Capital Management
Indiana
$523K +$21.5K +363 +4%
RTC
1297
Riverview Trust Company
Washington
$522K – – –
C
1298
Certuity
Florida
$521K -$14.3K -240 -3%
AWM
1299
Aries Wealth Management
Maine
$521K +$2.22K +40 +0.4%
PP
1300
Pacifica Partners
Canada
$520K +$514K +10,205 +8,504%
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