CVS Health
CVS
1,573 hedge funds and large institutions have $55B invested in CVS Health in 2018 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 662 increasing their positions, 641 reducing their positions, and 94 closing their positions.
41% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 94
23% more funds holding in top 10
Funds holding in top 10: 39 → 48 (+9)
1% more funds holding
Funds holding: 1,550 → 1,573 (+23)
3% more repeat investments, than reductions
Existing positions increased: 662 | Existing positions reduced: 641
3% more capital invested
Capital invested by funds: $53.3B → $55B (+$1.65B)
0.46% less ownership
Funds ownership: 84.62% → 84.15% (-0.46%)
1% less call options, than puts
Call options by funds: $849M | Put options by funds: $857M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$322M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$292M |
| 3 |
BlackRock
New York
|
+$272M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$253M |
| 5 |
JP Morgan Chase
New York
|
+$214M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$316M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$310M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$260M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$250M |
| 5 |
ClearBridge Investments
New York
|
-$248M |
CVS Hedge Fund Activity: Q2 2018 in Review
1,573 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q2 2018, worth a combined $55B — up 3.1% from $53.3B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new CVS positions and 94 closed out — a net gain of 39 holders — while 662 added to existing stakes and 641 trimmed.
The largest buyer was Vanguard Group, adding an estimated $322M. The largest seller was Fidelity Investments, cutting an estimated $316M.
- 1,573 institutional investors held CVS Health (CVS) as of Q2 2018, up from 1,550 in Q1 2018.
- Funds reported $55B of CVS Health stock for Q2 2018, up 3.1% quarter-over-quarter.
- 133 funds opened new CVS Health positions in Q2 2018 and 94 closed out, a net change of +39 holders.
- The largest CVS Health buyer in Q2 2018 was Vanguard Group, an estimated $322M added.
- The largest CVS Health seller in Q2 2018 was Fidelity Investments, an estimated $316M sold.
Based on aggregated 13F filings for Q2 2018.