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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 %
GI
1351
Glovista Investments
New Jersey
$433K +$433K +7,304 New
SCM
1352
Schnieders Capital Management
California
$431K -$184K -3,108 -30%
VWA
1353
V Wealth Advisors
Kansas
$429K +$186K +3,144 +77%
MCM
1354
Manchester Capital Management
Vermont
$428K – – –
EF
1355
Empirical Finance
Pennsylvania
$428K +$161K +2,708 +60%
HB
1356
Horizon Bancorp
Indiana
$424K -$363K -6,123 -46%
SCI
1357
S&CO Inc
Massachusetts
$424K – – –
SMFS
1358
Squar Milner Financial Services
California
$422K -$40.5K -683 -9%
SG
1359
StoneX Group
New York
$421K -$122K -2,065 -23%
CIM
1360
CIM Investment Management
Pennsylvania
$420K -$392K -6,600 -48%
EW
1361
Element Wealth
Mississippi
$419K +$146K +2,466 +54%
KFP
1362
Keystone Financial Planning
Ohio
$417K -$6.07M -102,309 -94%
SBA
1363
Secrest Blakey & Associates
North Carolina
$417K -$416 -7 -0.1%
BFA
1364
Bragg Financial Advisors
North Carolina
$416K -$73.5K -1,239 -15%
RA
1365
RFG Advisory
Alabama
$415K -$12.3K -208 -3%
APG
1366
Abacus Planning Group
South Carolina
$414K -$151K -2,543 -27%
CRWM
1367
Castle Rock Wealth Management
California
$413K +$193K +3,101 +88%
GT
1368
Glenview Trust
Kentucky
$411K -$14.8K -250 -3%
WBC
1369
West Branch Capital
Massachusetts
$409K +$5.63K +95 +1%
CAN
1370
Claraphi Advisory Network
United States
$409K +$10.8K +182 +3%
IIA
1371
ICW Investment Advisors
Arizona
$409K +$51.7K +871 +14%
PFG
1372
PAX Financial Group
Texas
$409K +$130K +2,079 +46%
IWC
1373
Integrated Wealth Concepts
Massachusetts
$407K +$34.1K +574 +9%
BSA
1374
Bull Street Advisors
Georgia
$402K – – –
WA
1375
Wambolt & Associates
Colorado
$401K -$37.6K -635 -9%
53 54
55
56 57