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CVS Health
CVS

Overview Fund Activity

1,704 hedge funds and large institutions have $55B invested in CVS Health in 2019 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 855 increasing their positions, 595 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
-72
Holders Change %
-4.05%
% of All Funds
36.94%
Holding in Top 10
35
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-57.83%
% of All Funds
0.76%
New
148
Increased
855
Reduced
595
Closed
198
Calls
$1.12B
Puts
$1.44B
Net Calls
-$324M
Net Calls Change
-$683M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$239M
2
Capital International Investors
Capital International Investors
California
+$216M
3
Dodge & Cox
Dodge & Cox
California
+$205M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
5
State Street
State Street
Massachusetts
+$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$591M
2
GCM
Glenview Capital Management
New York
-$556M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$432M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCA
1426
Verdence Capital Advisors
Maryland
$265K +$33.3K +617 +14%
S
1427
SignatureFD
Georgia
$264K -$282K -5,247 -52%
RGC
1428
Roberts, Glore & Co
Illinois
$262K +$262K +4,863 New
EFSCE
1429
Enterprise Financial Services Corp (EFSC)
Missouri
$259K +$37.3K +692 +17%
MWA
1430
Meridian Wealth Advisors
Texas
$258K – – –
PAG
1431
Pinnacle Advisory Group
Maryland
$257K -$102K -1,885 -28%
PCM
1432
Pointe Capital Management
Michigan
$256K -$123K -2,288 -33%
RIM
1433
Redwood Investment Management
Arizona
$256K +$256K +4,741 New
FNBTCON
1434
First National Bank & Trust Co of Newtown
Pennsylvania
$255K – – –
WA
1435
Wealth Architects
California
$255K +$30.4K +563 +14%
AB
1436
Atlas Brown
Kentucky
$255K +$255K +4,732 New
TAM
1437
Taylor Asset Management
Ontario, Canada
$254K +$54K +1,000 +27%
NFC
1438
Northeast Financial Consultants
Connecticut
$252K -$767K -14,200 -75%
ACM
1439
AlphaStar Capital Management
North Carolina
$251K -$29.2K -541 -10%
BP
1440
Ballentine Partners
Massachusetts
$250K -$230K -4,273 -48%
CCA
1441
Cobblestone Capital Advisors
New York
$250K +$5.51K +102 +2%
DWM
1442
Doyle Wealth Management
Florida
$248K +$29.9K +541 +14%
HR
1443
Hardy Reed
Mississippi
$247K -$11.9K -220 -5%
APG
1444
Abacus Planning Group
South Carolina
$247K +$8.05K +149 +3%
PHS
1445
Pekin Hardy Strauss
Illinois
$247K +$57.8K +1,072 +31%
SW
1446
SlateStone Wealth
Florida
$246K -$20.5K -380 -8%
WCM
1447
WealthBridge Capital Management
Ohio
$246K +$14.2K +257 +6%
SAM
1448
Shamrock Asset Management
Texas
$244K -$377 -7 -0.2%
BDS
1449
Banco de Sabadell
Florida
$243K – – –
QSS
1450
Quantitative Systematic Strategies
Florida
$242K -$402K -7,446 -62%
56 57
58
59 60