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CVS Health
CVS

Overview Fund Activity

1,680 hedge funds and large institutions have $63.8B invested in CVS Health in 2019 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 771 increasing their positions, 625 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,680
Holders Change
+29
Holders Change %
+1.76%
% of All Funds
36.9%
Holding in Top 10
84
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+75%
% of All Funds
1.84%
New
137
Increased
771
Reduced
625
Closed
95
Calls
$1.5B
Puts
$1.35B
Net Calls
+$150M
Net Calls Change
+$441M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
2
BlackRock
BlackRock
New York
+$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163M
4
CS
Credit Suisse
Switzerland
+$151M
5
Capital International Investors
Capital International Investors
California
+$108M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$349M
2
Franklin Resources
Franklin Resources
California
-$180M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$169M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$146M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
1426
Great Valley Advisor Group
Delaware
$277K -$3.97K -63 -1%
SWA
1427
Stratos Wealth Advisors
Ohio
$277K +$277K +4,397 New
TIA
1428
Trust Investment Advisors
Indiana
$276K – – –
FFWA
1429
FRG Family Wealth Advisors
Washington
$275K -$149K -2,362 -35%
WSFS
1430
Wilmington Savings Fund Society
Delaware
$275K -$34.7K -550 -11%
KA
1431
KLCM Advisors
Wisconsin
$274K +$7.32K +116 +3%
CA
1432
Claro Advisors
Massachusetts
$273K +$273K +4,335 New
TA
1433
Tiedemann Advisors
New York
$271K -$6.91K -109 -2%
DWM
1434
Doyle Wealth Management
Florida
$269K -$15.9K -252 -6%
DLA
1435
Douglas Lane & Associates
New York
$265K +$16.2K +257 +7%
MWA
1436
Meridian Wealth Advisors
Texas
$264K -$18.3K -290 -6%
GFP
1437
Gryphon Financial Partners
Ohio
$264K +$264K +4,176 New
CF
1438
Corrigan Financial
Rhode Island
$263K -$6.05K -96 -2%
VNB
1439
Virginia National Bank
Virginia
$263K -$19.2K -305 -7%
IC
1440
Inverness Counsel
New York
$262K +$262K +4,159 New
PMFA
1441
Plante Moran Financial Advisors
Michigan
$260K -$47.7K -755 -15%
SP
1442
Successful Portfolios
Florida
$260K +$260K +4,115 New
WMC
1443
Westwood Management Corporation
Illinois
$259K – – –
VWA
1444
V Wealth Advisors
Kansas
$259K +$259K +4,096 New
KFGK
1445
Keystone Financial Group (Kentucky)
Kentucky
$258K +$567 +9 +0.2%
TCM
1446
Tradewinds Capital Management
Washington
$258K +$6.7K +106 +3%
SFA
1447
Sequoia Financial Advisors
Ohio
$257K -$92.8K -1,470 -27%
BCWM
1448
Blue Chip Wealth Management
Florida
$255K -$12K -190 -4%
WCM
1449
WealthBridge Capital Management
Ohio
$255K -$9.46K -150 -4%
WA
1450
Wealth Architects
California
$255K -$253 -4 -0.1%
56 57
58
59 60