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CVS Health
CVS

Overview Fund Activity

1,595 hedge funds and large institutions have $61.8B invested in CVS Health in 2017 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 503 increasing their positions, 766 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
+67
Holders Change %
+4.38%
% of All Funds
36.23%
Holding in Top 10
37
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-43.94%
% of All Funds
0.84%
New
219
Increased
503
Reduced
766
Closed
136
Calls
$656M
Puts
$1B
Net Calls
-$346M
Net Calls Change
-$223M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$491M
2
AIG
American International Group
New York
+$478M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$458M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
5
GCM
Glenview Capital Management
New York
+$395M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$853M
2
Bank of America
Bank of America
North Carolina
-$755M
3
UBS Group
UBS Group
Switzerland
-$464M
4
LSV Asset Management
LSV Asset Management
Illinois
-$378M
5
AAMU
Amundi Asset Management US
Massachusetts
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1351
Abbrea Capital
California
$274K +$29.6K +409 +12%
MCM
1352
Manchester Capital Management
Vermont
$273K -$27.5K -379 -9%
HWA
1353
HCR Wealth Advisors
California
$272K – – –
AWM
1354
Aevitas Wealth Management
Massachusetts
$271K +$271K +3,742 New
RB
1355
Rodgers Brothers
Pennsylvania
$270K -$38.6K -534 -13%
GWCM
1356
Godshalk Welsh Capital Management
Pennsylvania
$269K – – –
VAM
1357
Visionary Asset Management
Texas
$264K -$33.3K -460 -11%
CL
1358
CPWM LLC
Washington
$264K -$8.19K -113 -3%
FGC
1359
Financial Gravity Companies
Texas
$264K +$264K +3,353 New
CPA
1360
Clear Perspective Advisors
Illinois
$260K +$253K +3,500 +3,846%
PJSIMP
1361
P.J. Schmidt Investment Management (PJS)
Wisconsin
$259K -$59.4K -820 -19%
YWP
1362
YorkBridge Wealth Partners
New York
$259K -$50.6K -690 -16%
BIA
1363
Bigelow Investment Advisors
Maine
$259K +$259K +3,570 New
BW
1364
Bison Wealth
Georgia
$257K +$257K +3,541 New
GEA
1365
Glen Eagle Advisors
New Jersey
$255K -$25.9K -357 -9%
CTA
1366
Colonial Trust Advisors
South Carolina
$255K +$255K +3,520 New
WA
1367
Wealth Architects
California
$254K -$1.89K -26 -0.7%
MGIA
1368
Moneta Group Investment Advisors
Missouri
$254K -$290 -4 -0.1%
Marshall Wace
1369
Marshall Wace
United Kingdom
$253K -$6.29M -86,663 -96%
RHBC
1370
R.H. Bluestein & Co
Michigan
$253K +$253K +3,486 New
TCM
1371
Tradition Capital Management
New Jersey
$252K -$44.7K -617 -15%
FNBSF
1372
First National Bank Sioux Falls
South Dakota
$252K +$2.18K +30 +0.9%
MWM
1373
Mission Wealth Management
California
$250K +$55.1K +759 +28%
OIA
1374
Optimum Investment Advisors
Illinois
$248K -$1.81K -25 -0.7%
PIA
1375
Peachtree Investment Advisors
Georgia
$247K -$7.27K -100 -3%
53 54
55
56 57