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CVS Health
CVS

Overview Fund Activity

1,809 hedge funds and large institutions have $59.8B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 873 increasing their positions, 645 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
-28
Holders Change %
-1.52%
% of All Funds
39.96%
Holding in Top 10
103
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.19%
% of All Funds
2.28%
New
154
Increased
873
Reduced
645
Closed
153
Calls
$1.93B
Puts
$1.12B
Net Calls
+$806M
Net Calls Change
+$281M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$301M
2
Morgan Stanley
Morgan Stanley
New York
+$199M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
LSV Asset Management
LSV Asset Management
Illinois
+$162M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16B
2
Parnassus Investments
Parnassus Investments
California
-$622M
3
Boston Partners
Boston Partners
Massachusetts
-$374M
4
CSIA
Charles Schwab Investment Advisory
California
-$315M
5
Lazard Asset Management
Lazard Asset Management
New York
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
1326
NVWM LLC
Pennsylvania
$481K +$478K +8,059 +16,118%
BIA
1327
Bigelow Investment Advisors
Maine
$475K -$19K -321 -4%
MMPW
1328
Mitchell McLeod Pugh & Williams
Alabama
$474K – – –
MWC
1329
MBM Wealth Consultants
Missouri
$474K +$45.9K +774 +11%
SIA
1330
Soltis Investment Advisors
Utah
$474K +$173K +2,916 +57%
FNFDCM
1331
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$472K – – –
PI
1332
Pettee Investors
Connecticut
$472K – – –
LSAG
1333
Lake Street Advisors Group
New Hampshire
$471K +$15.4K +260 +3%
EAM
1334
Eagle Asset Management
Florida
$471K +$471K +7,948 New
GIA
1335
Granite Investment Advisors
New Hampshire
$467K +$467K +7,866 New
FANJ
1336
Financial Architects (New Jersey)
New Jersey
$464K -$18.9K -318 -4%
PPP
1337
Private Portfolio Partners
New Jersey
$464K +$56.8K +956 +14%
LA
1338
Legacy Advisors
Pennsylvania
$463K -$297K -5,003 -39%
BTW
1339
Boston Trust Walden
Massachusetts
$460K -$35.6K -600 -7%
SFSG
1340
Stearns Financial Services Group
North Carolina
$456K +$712 +12 +0.2%
CMANY
1341
Capital Management Associates (New York)
New York
$455K -$651K -10,975 -59%
JDR
1342
Jay D. Rosenbaum
$455K -$117K -1,977 -20%
CAI
1343
Capital Advisors Inc
Oklahoma
$453K -$127K -2,144 -22%
JWM
1344
JGP Wealth Management
Oregon
$448K +$57.2K +963 +15%
IAIM
1345
International Assets Investment Management
Florida
$448K +$448K +7,551 New
WP
1346
WMS Partners
Maryland
$439K – – –
DA
1347
Doliver Advisors
Texas
$439K +$8.58K +135 +2%
BHBT
1348
Burke & Herbert Bank & Trust
Virginia
$437K -$8.89K -150 -2%
ALAM
1349
Asahi Life Asset Management
Japan
$437K +$437K +7,370 New
CCG
1350
Cypress Capital Group
Florida
$436K -$117K -1,973 -21%
52 53
54
55 56