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CVS Health
CVS

Overview Fund Activity

1,416 hedge funds and large institutions have $92.3B invested in CVS Health in 2014 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 489 increasing their positions, 600 reducing their positions, and 42 closing their positions.

Holders
1,416
Holders Change
+127
Holders Change %
+9.85%
% of All Funds
37.79%
Holding in Top 10
200
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+42.86%
% of All Funds
5.34%
New
184
Increased
489
Reduced
600
Closed
42
Calls
$406M
Puts
$419M
Net Calls
-$12.7M
Net Calls Change
-$2.29M

Top Buyers

1
Swedbank
1
Swedbank
Sweden
$404M
2
UBS Group
2
UBS Group
Switzerland
$381M
3
Capital World Investors
3
Capital World Investors
California
$863M
4
American Century Companies
4
American Century Companies
Missouri
$366M
5
State Street
5
State Street
Massachusetts
$4.99B

Top Sellers

1
IC
1
Institutional Capital
Illinois
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.88B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.2B
4
Invesco
4
Invesco
Georgia
$552M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.13B
Name Market Value Shares Shares
Change 		Shares
Change %
SAC
1376
Smith Affiliated Capital
New York
– – – –
NHFG
1377
New Harbor Financial Group
Massachusetts
$29K 300 +300 New
EWM
1378
Edge Wealth Management
New York
$26K 267 – –
GWA
1379
Genesis Wealth Advisors
Massachusetts
$24.8K 240 +240 New
TRCT
1380
Tower Research Capital (TRC)
New York
$24K 245 -8,359 -97%
AFS
1381
Aft Forsyth & Sober
Florida
$24K 250 – –
AA
1382
Apriem Advisors
California
$23K 240 – –
GXMC
1383
Global X Management Company
New York
$23K 244 +58 +31%
RIA
1384
Regal Investment Advisors
Michigan
$20K 204 -120 -37%
HDIM
1385
Hanson & Doremus Investment Management
Vermont
$19K 200 – –
HPBT
1386
High Point Bank & Trust
North Carolina
$19K 195 – –
CWM
1387
Catamount Wealth Management
Connecticut
$18K 182 +182 New
NG
1388
NatWest Group
United Kingdom
$17.4K 180,964 -6,842 -4%
BWA
1389
Burt Wealth Advisors
Maryland
$16K 170 +170 New
LWA
1390
Lowe Wealth Advisors
Maryland
$15K 157 +157 New
BRWA
1391
B. Riley Wealth Advisors
Florida
$14.4K 17,916 +11,905 +198%
NSIM
1392
North Star Investment Management
Illinois
$14K 150 – –
WA
1393
Waverly Advisors
Alabama
$13K 132 -161 -55%
WA
1394
WealthTrust-Arizona
Arizona
$13K 134 +33 +33%
CPIG
1395
Chicago Partners Investment Group
Illinois
$13K 140 +140 New
MBT
1396
Monroe Bank & Trust
Michigan
$12K 126 +126 New
GI
1397
Gradient Investments
Minnesota
$11K 115 – –
PFG
1398
Piershale Financial Group
Illinois
$11K 110 – –
HRIA
1399
Haberer Registered Investment Advisor
Ohio
$11K 110 – –
Group One Trading
1400
Group One Trading
Illinois
$10K 100 -900 -90%
54 55
56
57 58