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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 %
CFGS
1376
Concourse Financial Group Securities
Alabama
$465K +$351K +4,729 +309%
BPB
1377
Badgley, Phelps & Bell
Washington
$461K -$10.8K -145 -2%
GIA
1378
Guyasuta Investment Advisors
Pennsylvania
$460K – – –
CT
1379
Cambridge Trust
Massachusetts
$460K +$22K +296 +5%
SAM
1380
Summit Asset Management
Tennessee
$458K – – –
JT
1381
Jump Trading
Illinois
$455K +$455K +6,128 New
BBL
1382
Beck Bode LLC
Massachusetts
$454K -$23.5K -317 -5%
QP
1383
Quilter Plc
United Kingdom
$454K +$454K +6,123 New
AWM
1384
Argent Wealth Management
Massachusetts
$453K +$453K +6,094 New
IWA
1385
Intercontinental Wealth Advisors
Texas
$452K -$197K -2,796 -30%
AC
1386
Abbrea Capital
California
$449K +$1.78K +24 +0.4%
MS
1387
Madden Securities
Texas
$449K +$449K +6,060 New
CHAM
1388
Clear Harbor Asset Management
Connecticut
$449K -$162K -2,175 -26%
CC
1389
Cannell & Co
New York
$448K +$19K +255 +4%
IIA
1390
ICW Investment Advisors
Arizona
$447K +$447K +6,016 New
IAMOG
1391
Investors Asset Management of Georgia
Georgia
$445K +$3.72K +50 +0.8%
CL
1392
Choreo LLC
Illinois
$444K -$83.8K -1,129 -16%
ACS
1393
Archford Capital Strategies
Illinois
$443K -$41.6K -560 -9%
CBT
1394
Capital Bank & Trust
California
$440K -$29.7K -400 -6%
CWM
1395
Connecticut Wealth Management
Connecticut
$440K +$68K +916 +18%
FWSM
1396
First Wilshire Securities Management
California
$438K -$14.8K -200 -3%
EWA
1397
Exencial Wealth Advisors
Oklahoma
$436K +$436K +5,868 New
TPWA
1398
TRUE Private Wealth Advisors
Oregon
$435K – – –
PAI
1399
Pittenger & Anderson Inc
Nebraska
$435K +$18.6K +250 +4%
QCM
1400
Quest Capital Management
Texas
$434K -$13.1K -176 -3%
54 55
56
57 58