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CVS Health
CVS

Overview Fund Activity

1,680 hedge funds and large institutions have $63.8B invested in CVS Health in 2019 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 771 increasing their positions, 625 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,680
Holders Change
+29
Holders Change %
+1.76%
% of All Funds
36.9%
Holding in Top 10
84
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+75%
% of All Funds
1.84%
New
137
Increased
771
Reduced
625
Closed
95
Calls
$1.5B
Puts
$1.35B
Net Calls
+$150M
Net Calls Change
+$441M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
2
BlackRock
BlackRock
New York
+$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163M
4
CS
Credit Suisse
Switzerland
+$151M
5
Capital International Investors
Capital International Investors
California
+$108M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$349M
2
Franklin Resources
Franklin Resources
California
-$180M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$169M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$146M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
1401
San Francisco Sentry Investment Group
California
$298K -$13.6K -215 -4%
HA
1402
Harfst & Associates
Wyoming
$298K +$298K +4,730 New
WP
1403
WealthPLAN Partners
Nebraska
$297K +$6.78K +93 +2%
SSWM
1404
Sheets Smith Wealth Management
North Carolina
$296K +$16.1K +256 +6%
PAG
1405
Pinnacle Advisory Group
Maryland
$294K -$6.69K -106 -2%
MCP
1406
Mirador Capital Partners
California
$294K +$6.31K +100 +2%
OPA
1407
Old Port Advisors
Maine
$293K +$37.3K +599 +15%
CFS
1408
CRA Financial Services
New Jersey
$293K +$293K +4,651 New
KLCM
1409
KG&L Capital Management
Louisiana
$292K -$95.1K -1,509 -25%
NFC
1410
Northeast Financial Consultants
Connecticut
$292K -$2.02K -32 -0.7%
SIG
1411
Sargent Investment Group
Maryland
$292K – – –
GEA
1412
Glen Eagle Advisors
New Jersey
$292K +$50.5K +801 +21%
FSA
1413
Fort Sheridan Advisors
Illinois
$291K +$291K +4,608 New
DIM
1414
DC Investments Management
Virginia
$289K -$293K -4,649 -50%
PCM
1415
Pointe Capital Management
Michigan
$289K – – –
BAM
1416
Bruderman Asset Management
New York
$289K +$1.74K +24 +0.6%
AFP
1417
Ausdal Financial Partners
Iowa
$288K +$8.45K +134 +3%
SAM
1418
Shamrock Asset Management
Texas
$287K -$13.4K -212 -4%
FIM
1419
Frontier Investment Management
Texas
$285K +$285K +4,517 New
WEC
1420
Winslow Evans & Crocker
Massachusetts
$284K -$26.3K -412 -8%
GFS
1421
GYL Financial Synergies
Connecticut
$284K -$21.6K -342 -7%
FI
1422
FormulaFolio Investments
Michigan
$283K -$4.47K -71 -2%
CCA
1423
Cobblestone Capital Advisors
New York
$280K +$2.64K +42 +1%
MWM
1424
Mission Wealth Management
California
$278K -$3.66K -58 -1%
CA
1425
Calton & Associates
Florida
$278K +$2.52K +40 +0.9%
55 56
57
58 59