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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
1301
Dearborn Partners
Illinois
$507K -$76.5K -1,310 -13%
IRC
1302
Investors Research Corp
Georgia
$505K -$10.2K -175 -2%
SG
1303
StoneX Group
New York
$505K +$15.4K +264 +3%
EWM
1304
Empirical Wealth Management
Washington
$502K +$78.6K +1,345 +19%
LSAG
1305
Lake Street Advisors Group
New Hampshire
$501K +$1.81K +31 +0.4%
GPA
1306
Garrison Point Advisors
California
$498K – – –
PCA
1307
Private Capital Advisors
Connecticut
$493K – – –
RI
1308
Ridgewood Investments
New Jersey
$492K +$7.7K +132 +2%
KA
1309
Kovack Advisors
Florida
$492K +$48.5K +831 +11%
AIM
1310
Alhambra Investment Management
Florida
$492K +$492K +8,423 New
TCWM
1311
Total Clarity Wealth Management
Illinois
$486K -$292 -5 -0.1%
IAM
1312
ICM Asset Management
Washington
$485K +$485K +8,300 New
JWM
1313
JGP Wealth Management
Oregon
$484K +$28.2K +475 +6%
IAIM
1314
International Assets Investment Management
Florida
$481K -$80.3K -1,375 -14%
BA
1315
Bristlecone Advisors
Washington
$481K +$259K +4,432 +117%
HC
1316
Hourglass Capital
Texas
$477K – – –
NVIM
1317
New Vernon Investment Management
Illinois
$477K – – –
Jones Financial Companies
1318
Jones Financial Companies
Missouri
$477K +$29.1K +499 +7%
APG
1319
Abacus Planning Group
South Carolina
$476K -$7.59K -130 -2%
VFP
1320
Verus Financial Partners
Virginia
$476K +$476K +8,158 New
WJWM
1321
Williams Jones Wealth Management
New York
$474K -$243K -4,164 -34%
CBB
1322
Citizens Business Bank
California
$473K – – –
RIM
1323
Rampart Investment Management
Connecticut
$472K -$1.98M -33,955 -81%
AWM
1324
Aries Wealth Management
Maine
$471K -$77.5K -1,327 -14%
PPP
1325
Private Portfolio Partners
New Jersey
$470K +$23.5K +402 +5%
51 52
53
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