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CVS Health
CVS

Overview Fund Activity

1,837 hedge funds and large institutions have $75.3B invested in CVS Health in 2019 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 723 increasing their positions, 708 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,837
Holders Change
+157
Holders Change %
+9.35%
% of All Funds
36.28%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.92%
New
252
Increased
723
Reduced
708
Closed
73
Calls
$2.15B
Puts
$1.63B
Net Calls
+$524M
Net Calls Change
+$375M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$719M
2
Truist Financial
Truist Financial
North Carolina
+$238M
3
Morgan Stanley
Morgan Stanley
New York
+$187M
4
DZ Bank
DZ Bank
Germany
+$185M
5
LSV Asset Management
LSV Asset Management
Illinois
+$126M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$442M
2
State Street
State Street
Massachusetts
-$357M
3
Franklin Resources
Franklin Resources
California
-$247M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$185M
5
VVP
Vulcan Value Partners
Alabama
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
CST
1351
Charles Schwab Trust
Nevada
$507K -$4.45K -60 -0.9%
WBC
1352
West Branch Capital
Massachusetts
$505K -$383K -5,166 -43%
BSA
1353
Bull Street Advisors
Georgia
$503K -$162K -2,186 -24%
DA
1354
Doliver Advisors
Texas
$503K -$45.7K -616 -8%
SBSB
1355
Sullivan, Bruyette, Speros & Blaney
Virginia
$502K +$19.8K +266 +4%
I2I
1356
Insight 2811 Inc
Illinois
$501K -$7.43K -100 -1%
LWAC
1357
Laurel Wealth Advisors (California)
California
$500K -$12.3K -166 -2%
CAN
1358
Claraphi Advisory Network
United States
$498K +$218K +2,937 +78%
S
1359
Surevest
California
$494K -$75.1K -1,012 -13%
AW
1360
ACG Wealth
Georgia
$490K -$180K -2,417 -27%
CG
1361
CFO4Life Group
Texas
$489K +$489K +6,583 New
JWM
1362
JGP Wealth Management
Oregon
$486K +$4.65K +63 +1%
CLOS
1363
Compagnie Lombard Odier SCmA
Switzerland
$484K -$446K -6,000 -48%
HL
1364
HeadInvest LLC
Maine
$476K +$51.4K +692 +12%
AWM
1365
Altium Wealth Management
New York
$475K +$60.8K +819 +15%
SC
1366
Sepio Capital
Utah
$474K -$115K -1,553 -20%
ARMT
1367
Amica Retiree Medical Trust
Rhode Island
$474K – – –
BCP
1368
Blue Chip Partners
Michigan
$473K +$26.8K +361 +6%
WA
1369
WealthTrust Axiom
Pennsylvania
$471K +$445 +6 +0.1%
HIC
1370
Holderness Investments Company
North Carolina
$470K +$95.4K +1,283 +25%
SFM
1371
Signet Financial Management
New Jersey
$468K +$91.7K +1,235 +24%
MCCP
1372
Mission Creek Capital Partners
California
$468K +$468K +6,302 New
IWC
1373
Integrated Wealth Concepts
Massachusetts
$467K +$60K +807 +15%
GVAG
1374
Great Valley Advisor Group
Delaware
$467K +$140K +1,887 +43%
DWM
1375
Darwin Wealth Management
Florida
$467K +$467K +6,288 New
53 54
55
56 57