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CVS Health
CVS

Overview Fund Activity

1,680 hedge funds and large institutions have $63.8B invested in CVS Health in 2019 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 771 increasing their positions, 625 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,680
Holders Change
+29
Holders Change %
+1.76%
% of All Funds
36.9%
Holding in Top 10
84
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+75%
% of All Funds
1.84%
New
137
Increased
771
Reduced
625
Closed
95
Calls
$1.5B
Puts
$1.35B
Net Calls
+$150M
Net Calls Change
+$441M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
2
BlackRock
BlackRock
New York
+$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163M
4
CS
Credit Suisse
Switzerland
+$151M
5
Capital International Investors
Capital International Investors
California
+$108M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$349M
2
Franklin Resources
Franklin Resources
California
-$180M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$169M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$146M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1326
Berkshire Asset Management
Pennsylvania
$375K -$107K -1,695 -22%
IAMOG
1327
Investors Asset Management of Georgia
Georgia
$374K +$55.1K +875 +17%
QFA
1328
Quattro Financial Advisors
Texas
$373K – – –
CT
1329
Cambridge Trust
Massachusetts
$372K +$64.5K +1,022 +21%
SBA
1330
Secrest Blakey & Associates
North Carolina
$371K +$63 +1 +0%
TPWA
1331
TRUE Private Wealth Advisors
Oregon
$370K -$694 -11 -0.2%
MFG
1332
Merit Financial Group
Georgia
$370K +$31.5K +499 +9%
LSAG
1333
Lake Street Advisors Group
New Hampshire
$369K +$24.3K +482 +7%
HI
1334
Horizon Investments
North Carolina
$366K +$114K +1,823 +45%
CC
1335
Cannell & Co
New York
$364K -$55.4K -879 -13%
SFM
1336
Signet Financial Management
New Jersey
$363K +$28K +391 +8%
AA
1337
ALPS Advisors
Colorado
$363K +$363K +5,750 New
RCA
1338
Ranch Capital Advisors
Florida
$363K +$363K +5,757 New
AIL
1339
AGF Investments LLC
Ontario, Canada
$361K -$1.26M -19,926 -78%
LOAMS
1340
Lombard Odier Asset Management (Switzerland)
Switzerland
$361K +$361K +5,717 New
HL
1341
HeadInvest LLC
Maine
$360K +$63.3K +1,004 +21%
BFO
1342
Biltmore Family Office
North Carolina
$359K – – –
KF
1343
Krilogy Financial
Missouri
$358K +$28.6K +453 +9%
Coatue Management
1344
Coatue Management
New York
$357K -$1.86M -29,461 -84%
CWM
1345
Chesapeake Wealth Management
Virginia
$357K -$31.2K -495 -8%
GFPC
1346
Global Financial Private Capital
Florida
$356K -$2.36M -37,360 -87%
BC
1347
Brio Consultants
California
$355K +$3.16K +50 +0.9%
RIA
1348
Realta Investment Advisors
Delaware
$353K +$65.2K +1,022 +23%
PAI
1349
Pittenger & Anderson Inc
Nebraska
$353K +$145K +2,300 +70%
LBD
1350
Landsberg Bennett & Dubbaneh
Florida
$352K -$33.3K -537 -9%
52 53
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