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CVS Health
CVS

Overview Fund Activity

1,704 hedge funds and large institutions have $55B invested in CVS Health in 2019 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 855 increasing their positions, 595 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
-72
Holders Change %
-4.05%
% of All Funds
36.94%
Holding in Top 10
35
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-57.83%
% of All Funds
0.76%
New
148
Increased
855
Reduced
595
Closed
198
Calls
$1.12B
Puts
$1.44B
Net Calls
-$324M
Net Calls Change
-$683M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$239M
2
Capital International Investors
Capital International Investors
California
+$216M
3
Dodge & Cox
Dodge & Cox
California
+$205M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
5
State Street
State Street
Massachusetts
+$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$591M
2
GCM
Glenview Capital Management
New York
-$556M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$432M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1376
WealthSource Partners
California
$313K -$15.8K -292 -5%
CBT
1377
Central Bank & Trust
Kentucky
$310K -$426K -7,891 -58%
AL
1378
Aspiriant LLC
California
$310K -$92.9K -1,726 -23%
SFSIG
1379
San Francisco Sentry Investment Group
California
$308K +$3.56K +66 +1%
OIA
1380
OneDigital Investment Advisors
Kansas
$307K +$70.3K +1,302 +30%
BDF
1381
Balasa Dinverno & Foltz
$304K -$231K -4,269 -43%
BO
1382
BRR OpCo
Ohio
$304K +$304K +5,630 New
CT
1383
Cambridge Trust
Massachusetts
$302K -$164K -3,038 -35%
LWAC
1384
Laurel Wealth Advisors (California)
California
$301K -$100K -1,857 -25%
LB
1385
Legacy Bridge
Iowa
$298K -$10.8K -200 -3%
BC
1386
Brio Consultants
California
$298K +$2.27K +42 +0.8%
SCM
1387
Sterneck Capital Management
Missouri
$297K -$27K -500 -8%
BA
1388
Birinyi Associates
Connecticut
$297K – – –
FRM
1389
Fox Run Management
Connecticut
$297K +$90.6K +1,680 +44%
KSCM
1390
Kamunting Street Capital Management
Florida
$297K +$297K +5,500 New
PP
1391
PagnatoKarp Partners
Virginia
$294K +$294K +5,454 New
IA
1392
IFP Advisors
Florida
$293K -$868K -15,884 -75%
FMLI
1393
Fukoku Mutual Life Insurance
Japan
$292K – – –
AP
1394
Arlington Partners
Alabama
$292K +$292K +5,418 New
TFS
1395
Thoroughbred Financial Services
Tennessee
$290K -$69.3K -1,284 -19%
HWA
1396
Heritage Wealth Advisors
Virginia
$289K -$11.2K -208 -4%
MWPCG
1397
Measured Wealth Private Client Group
New Hampshire
$288K +$288K +5,337 New
ML
1398
McAdam LLC
Pennsylvania
$288K +$288K +5,342 New
SIG
1399
Sargent Investment Group
Maryland
$287K – – –
EMB
1400
Elefante Mark B
$286K -$53.6K -994 -16%
54 55
56
57 58