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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 %
SB
1301
Simmons Bank
Arkansas
$609K -$42.4K -570 -7%
FCM
1302
Fairbanks Capital Management
California
$608K -$123K -1,656 -17%
NVIM
1303
New Vernon Investment Management
Illinois
$607K – – –
CBB
1304
Citizens Business Bank
California
$607K – – –
HC
1305
Hourglass Capital
Texas
$606K – – –
FANJ
1306
Financial Architects (New Jersey)
New Jersey
$605K -$269K -3,627 -31%
WC
1307
Westhampton Capital
North Carolina
$603K +$14.9K +200 +3%
CPC
1308
Congress Park Capital
New York
$602K – – –
ATC
1309
Adirondack Trust Company
New York
$598K -$18.7K -276 -3%
JCM
1310
Jacobsen Capital Management
Utah
$597K -$5.2K -70 -0.9%
MMPW
1311
Mitchell McLeod Pugh & Williams
Alabama
$593K -$12K -161 -2%
FNFDCM
1312
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$591K -$7.43K -100 -1%
PI
1313
Pettee Investors
Connecticut
$591K +$5.94K +80 +1%
QPWM
1314
Quadrant Private Wealth Management
Pennsylvania
$588K -$19.7K -265 -3%
SC
1315
Savant Capital
Illinois
$583K +$50.5K +680 +9%
CCA
1316
Checchi Capital Advisers
California
$581K -$34.8K -469 -6%
HR
1317
Hayden Royal
North Carolina
$579K +$237K +3,285 +69%
SMFS
1318
Squar Milner Financial Services
California
$579K -$5.86K -79 -1%
AFP
1319
Ausdal Financial Partners
Iowa
$579K +$257K +3,637 +80%
VCA
1320
Verdence Capital Advisors
Maryland
$578K +$10.9K +147 +2%
TA
1321
Tiedemann Advisors
New York
$578K +$261K +3,524 +82%
BRWM
1322
B. Riley Wealth Management
Tennessee
$577K -$42.7K -575 -7%
LSAG
1323
Lake Street Advisors Group
New Hampshire
$571K +$27K +363 +5%
GFPC
1324
Global Financial Private Client
Florida
$571K +$571K +7,684 New
SFSG
1325
Stearns Financial Services Group
North Carolina
$570K -$3.64K -49 -0.6%
51 52
53
54 55