CVS icon

CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
1401
Fort Sheridan Advisors
Illinois
$375K -$4.03K -69 -1%
HAS
1402
HBW Advisory Services
California
$375K +$75K +1,283 +25%
IWA
1403
Intercontinental Wealth Advisors
Texas
$374K +$63.9K +1,094 +21%
GLA
1404
Good Life Advisors
Pennsylvania
$373K +$60.1K +1,022 +19%
FAIM
1405
Financial Advocates Investment Management
Washington
$369K +$6.01K +103 +2%
LCM
1406
Logan Capital Management
Pennsylvania
$369K +$41.6K +713 +13%
OPA
1407
Old Port Advisors
Maine
$368K +$27.4K +469 +8%
TWP
1408
Tempus Wealth Planning
California
$368K +$53K +908 +17%
WOSD
1409
WFA of San Diego
California
$367K -$1.1M -18,934 -75%
SIC
1410
Samalin Investment Counsel
New York
$367K +$22.5K +386 +7%
CIC
1411
Crawford Investment Counsel
Georgia
$366K -$12.1K -208 -3%
SW
1412
SteelPeak Wealth
California
$363K -$703K -12,027 -66%
FMLI
1413
Fukoku Mutual Life Insurance
Japan
$363K – – –
MIP
1414
Marietta Investment Partners
Wisconsin
$362K +$1.75K +30 +0.5%
HB
1415
Horizon Bancorp
Indiana
$362K +$18.4K +315 +5%
YMRC
1416
Yorktown Management & Research Company
Virginia
$362K +$64.2K +1,100 +22%
SIG
1417
Sargent Investment Group
Maryland
$362K +$85.8K +1,469 +31%
Fiera Capital (Canada)
1418
Fiera Capital (Canada)
Quebec, Canada
$361K -$83.9K -1,435 -19%
ICM
1419
Invenomic Capital Management
Massachusetts
$361K -$38.5K -660 -10%
NHC
1420
Nicholas Hoffman & Company
Georgia
$360K +$6.02K +103 +2%
HIA
1421
Harbor Investment Advisory
Maryland
$359K +$34.7K +595 +11%
PWPS
1422
Pinnacle Wealth Planning Services
Ohio
$358K -$19.3K -330 -5%
I
1423
INVST
Indiana
$358K +$39.4K +681 +12%
AC
1424
Abbrea Capital
California
$356K -$27.8K -477 -7%
AB
1425
Atlas Brown
Kentucky
$356K +$58 +1 +0%
55 56
57
58 59