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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
1301
Krilogy Financial
Missouri
$576K +$47.5K +732 +9%
NL
1302
NVWM LLC
Pennsylvania
$574K +$47.1K +725 +9%
IRC
1303
Investors Research Corp
Georgia
$573K -$3.25K -50 -0.6%
BRWM
1304
B. Riley Wealth Management
Tennessee
$572K -$189K -2,904 -25%
RTC
1305
Riverview Trust Company
Washington
$571K – – –
RIM
1306
Redwood Investment Management
Arizona
$562K +$562K +8,645 New
MFG
1307
Merit Financial Group
Georgia
$561K -$15.3K -235 -3%
DCM
1308
Donaldson Capital Management
Indiana
$561K -$12.2K -187 -2%
PFGIA
1309
Patriot Financial Group Insurance Agency
Massachusetts
$559K -$163K -2,506 -23%
GIA
1310
Guyasuta Investment Advisors
Pennsylvania
$558K +$302K +4,650 +118%
LSAG
1311
Lake Street Advisors Group
New Hampshire
$555K +$38.9K +599 +8%
GPA
1312
Garrison Point Advisors
California
$554K – – –
HIMC
1313
Heritage Investors Management Corp
Maryland
$551K +$118K +1,820 +27%
PCA
1314
Private Capital Advisors
Connecticut
$549K – – –
ICM
1315
IMS Capital Management
Oregon
$548K – – –
JT
1316
Jump Trading
Illinois
$548K +$548K +8,431 New
ACA
1317
Atlas Capital Advisors
Wyoming
$547K -$66.1K -1,017 -11%
QP
1318
Quilter Plc
United Kingdom
$547K -$18.5K -284 -3%
TAM
1319
Townsend Asset Management
North Carolina
$547K +$265K +4,084 +94%
CFS
1320
CRA Financial Services
New Jersey
$546K +$153K +2,360 +39%
SG
1321
StoneX Group
New York
$544K +$82.6K +1,272 +18%
TCWM
1322
Total Clarity Wealth Management
Illinois
$541K -$6.49K -100 -1%
RI
1323
Ridgewood Investments
New Jersey
$539K -$34.2K -526 -6%
EF
1324
Empirical Finance
Pennsylvania
$538K +$69.4K +1,069 +15%
APG
1325
Abacus Planning Group
South Carolina
$538K +$85.3K +1,314 +19%
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