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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
1351
Vanguard Personalized Indexing Management
California
$439K +$74.8K +1,280 +21%
IIA
1352
ICW Investment Advisors
Arizona
$436K +$5.43K +93 +1%
IAN
1353
Integrated Advisors Network
Texas
$435K -$291K -4,985 -40%
MA
1354
MONECO Advisors
Connecticut
$433K +$180K +3,071 +71%
CRWM
1355
Castle Rock Wealth Management
California
$432K -$175K -2,955 -29%
GVAG
1356
Great Valley Advisor Group
Delaware
$431K +$14.5K +248 +3%
IFWM
1357
Institute for Wealth Management
Colorado
$430K -$279K -4,775 -39%
WP
1358
WMS Partners
Maryland
$430K – – –
SFSG
1359
Stearns Financial Services Group
North Carolina
$430K +$47.3K +809 +12%
GCA
1360
Guardian Capital Advisors
Ontario, Canada
$427K -$107K -1,820 -20%
CF
1361
Copperwynd Financial
Arizona
$422K -$35.1K -601 -8%
CTA
1362
Chesley Taft & Associates
Illinois
$422K +$20.5K +350 +5%
CFN
1363
Cordasco Financial Network
Florida
$421K +$7.35K +126 +2%
PFG
1364
PAX Financial Group
Texas
$420K +$28K +480 +7%
SCI
1365
S&CO Inc
Massachusetts
$418K – – –
ST
1366
Smithfield Trust
Pennsylvania
$417K -$61.5K -1,052 -13%
BPA
1367
Beacon Pointe Advisors
California
$416K +$14.5K +248 +4%
GIA
1368
Granite Investment Advisors
New Hampshire
$415K – – –
BHBT
1369
Burke & Herbert Bank & Trust
Virginia
$411K -$2.75K -47 -0.7%
SBA
1370
Secrest Blakey & Associates
North Carolina
$410K +$58 +1 +0%
SAM
1371
Summit Asset Management
Tennessee
$410K +$50.5K +865 +14%
CAMG
1372
CWA Asset Management Group
Florida
$409K -$221K -3,789 -35%
CIM
1373
CIM Investment Management
Pennsylvania
$409K -$4.2K -72 -1%
CAG
1374
Csenge Advisory Group
Florida
$409K +$172K +2,957 +73%
IAMOG
1375
Investors Asset Management of Georgia
Georgia
$408K +$27.8K +475 +7%
53 54
55
56 57