CVS icon

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 %
BFO
1401
Biltmore Family Office
North Carolina
$429K +$6.75K +91 +2%
SFP
1402
Shepherd Financial Partners
Massachusetts
$427K +$135K +1,823 +46%
HWA
1403
Heritage Wealth Advisors
Virginia
$427K +$30.8K +414 +8%
LOAMS
1404
Lombard Odier Asset Management (Switzerland)
Switzerland
$425K – – –
VCP
1405
Verus Capital Partners
Arizona
$423K +$423K +5,688 New
BC
1406
Brio Consultants
California
$421K +$3.05K +41 +0.7%
BA
1407
Ballast Advisors
Minnesota
$421K +$421K +5,667 New
BAM
1408
Berkshire Asset Management
Pennsylvania
$420K -$21K -283 -5%
TFS
1409
TrustCore Financial Services
Tennessee
$419K +$15.1K +203 +4%
AB
1410
Atlas Brown
Kentucky
$419K +$19.2K +259 +5%
KWA
1411
KCS Wealth Advisory
California
$417K -$42.2K -569 -9%
Cohen & Steers
1412
Cohen & Steers
New York
$416K -$2.92M -39,288 -88%
LG
1413
Leuthold Group
Minnesota
$415K +$415K +5,581 New
AssetMark Inc
1414
AssetMark Inc
California
$412K -$384K -5,171 -48%
Acadian Asset Management
1415
Acadian Asset Management
Massachusetts
$412K – – –
BAM
1416
Belpointe Asset Management
Nevada
$411K -$482K -6,487 -54%
ONST
1417
Old North State Trust
North Carolina
$411K -$40.4K -544 -9%
TVAMP
1418
Tennessee Valley Asset Management Partners
Tennessee
$410K -$297 -4 -0.1%
AWP
1419
Ascent Wealth Partners
New York
$410K +$55.8K +752 +16%
AA
1420
ALPS Advisors
Colorado
$409K -$17.8K -240 -4%
BA
1421
Birinyi Associates
Connecticut
$409K – – –
SCM
1422
Sterneck Capital Management
Missouri
$409K – – –
ECM
1423
Elgethun Capital Management
South Dakota
$407K – – –
HIMC
1424
Heritage Investors Management Corp
Maryland
$406K +$406K +5,465 New
WANY
1425
Wealthspire Advisors (New York)
New York
$405K +$107K +1,446 +36%
55 56
57
58 59