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CVS Health
CVS

Overview Fund Activity

1,809 hedge funds and large institutions have $59.8B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 873 increasing their positions, 645 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
-28
Holders Change %
-1.52%
% of All Funds
39.96%
Holding in Top 10
103
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.19%
% of All Funds
2.28%
New
154
Increased
873
Reduced
645
Closed
153
Calls
$1.93B
Puts
$1.12B
Net Calls
+$806M
Net Calls Change
+$281M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$301M
2
Morgan Stanley
Morgan Stanley
New York
+$199M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
LSV Asset Management
LSV Asset Management
Illinois
+$162M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16B
2
Parnassus Investments
Parnassus Investments
California
-$622M
3
Boston Partners
Boston Partners
Massachusetts
-$374M
4
CSIA
Charles Schwab Investment Advisory
California
-$315M
5
Lazard Asset Management
Lazard Asset Management
New York
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
1401
Quest Capital Management
Texas
$369K +$22.1K +372 +6%
AC
1402
Abbrea Capital
California
$368K +$9.44K +159 +3%
GLR
1403
Great Lakes Retirement
Ohio
$367K +$367K +6,166 New
MIP
1404
Marietta Investment Partners
Wisconsin
$366K +$84.2K +1,420 +30%
SAM
1405
Summit Asset Management
Tennessee
$365K -$533 -9 -0.1%
NHC
1406
Nicholas Hoffman & Company
Georgia
$365K +$114K +1,923 +45%
TA
1407
Tiedemann Advisors
New York
$364K -$98.7K -1,664 -21%
SC
1408
Sepio Capital
Utah
$363K -$16K -269 -4%
KA
1409
Kovack Advisors
Florida
$361K -$154K -2,592 -30%
AW
1410
ACG Wealth
Georgia
$359K -$32.5K -548 -8%
CFS
1411
CRA Financial Services
New Jersey
$359K +$70.5K +1,187 +24%
CMBA
1412
C.M. Bidwell & Associates
Hawaii
$356K +$154K +2,598 +76%
CST
1413
Charles Schwab Trust
Nevada
$355K -$50.3K -848 -12%
CIC
1414
Carnegie Investment Counsel
Ohio
$354K -$229K -3,879 -39%
NWP
1415
Northstar Wealth Partners
Connecticut
$354K -$176K -2,964 -33%
MCCP
1416
Mission Creek Capital Partners
California
$350K -$23.7K -400 -6%
CWM
1417
Connecticut Wealth Management
Connecticut
$350K -$2.08K -35 -0.6%
FWSM
1418
First Wilshire Securities Management
California
$350K – – –
Bank Julius Baer & Co
1419
Bank Julius Baer & Co
Switzerland
$350K +$350K +5,898 New
GEA
1420
Glen Eagle Advisors
New Jersey
$349K +$60.8K +1,025 +21%
Fisher Asset Management
1421
Fisher Asset Management
Washington
$349K -$632K -10,652 -64%
NFC
1422
Northeast Financial Consultants
Connecticut
$349K +$77.4K +1,306 +29%
PWPS
1423
Pinnacle Wealth Planning Services
Ohio
$348K +$105K +1,774 +43%
PAI
1424
Pittenger & Anderson Inc
Nebraska
$347K – – –
CPA
1425
Clear Perspective Advisors
Illinois
$347K +$47.2K +795 +16%
55 56
57
58 59