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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
1401
Compagnie Lombard Odier SCmA
Switzerland
$423K – – –
IAMOG
1402
Investors Asset Management of Georgia
Georgia
$423K +$15.6K +240 +4%
FSA
1403
Fort Sheridan Advisors
Illinois
$422K +$105K +1,612 +33%
IF
1404
Intrua Financial
Texas
$422K +$422K +6,517 New
CIC
1405
Crawford Investment Counsel
Georgia
$421K +$128K +1,965 +44%
QPWM
1406
Quadrant Private Wealth Management
Pennsylvania
$420K -$144K -2,213 -26%
GCA
1407
Guardian Capital Advisors
Ontario, Canada
$419K -$540K -11,750 -56%
CANY
1408
Caxton Associates (New York)
New York
$419K +$9.29K +143 +2%
PWPS
1409
Pinnacle Wealth Planning Services
Ohio
$419K +$37.9K +584 +10%
Fayez Sarofim & Co
1410
Fayez Sarofim & Co
Texas
$418K +$196K +3,012 +88%
TP
1411
Tranquility Partners
Tennessee
$416K +$36.4K +560 +10%
BG
1412
Berry Group
Massachusetts
$411K -$24.8K -382 -6%
BCP
1413
Blue Chip Partners
Michigan
$407K -$10.2K -157 -2%
FAIM
1414
Financial Advocates Investment Management
Washington
$405K -$194K -2,983 -32%
VPIM
1415
Vanguard Personalized Indexing Management
California
$405K +$164K +2,528 +68%
MCM
1416
Maryland Capital Management
Maryland
$404K -$5.52K -85 -1%
FMLI
1417
Fukoku Mutual Life Insurance
Japan
$404K – – –
CT
1418
Cambridge Trust
Massachusetts
$403K -$138K -2,118 -25%
MIP
1419
Marietta Investment Partners
Wisconsin
$401K – – –
SAM
1420
Summit Asset Management
Tennessee
$400K – – –
AB
1421
Atlas Brown
Kentucky
$396K -$21.3K -328 -5%
AW
1422
ACG Wealth
Georgia
$395K +$2.47K +38 +0.6%
BIA
1423
Bigelow Investment Advisors
Maine
$394K -$126K -1,941 -24%
DI
1424
DAGCO Inc
Ohio
$394K -$45.5K -700 -10%
NHC
1425
Nicholas Hoffman & Company
Georgia
$394K -$5.98K -92 -1%
55 56
57
58 59