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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 %
NWP
1426
Northstar Wealth Partners
Connecticut
$393K +$5.32K +82 +1%
CA
1427
Claro Advisors
Massachusetts
$393K +$40.1K +616 +11%
LWAC
1428
Laurel Wealth Advisors (California)
California
$390K -$489K -7,516 -56%
ECM
1429
Evergreen Capital Management
Washington
$389K -$16K -246 -4%
ALAM
1430
Asahi Life Asset Management
Japan
$387K -$92.4K -1,420 -19%
TA
1431
Tiedemann Advisors
New York
$387K -$11.4K -175 -3%
SFP
1432
Shepherd Financial Partners
Massachusetts
$387K +$11.7K +180 +3%
CPA
1433
Clear Perspective Advisors
Illinois
$386K +$6.49K +100 +2%
GT
1434
Glenview Trust
Kentucky
$384K -$65.4K -1,007 -15%
MCCP
1435
Mission Creek Capital Partners
California
$384K +$650 +10 +0.2%
NFC
1436
Northeast Financial Consultants
Connecticut
$384K +$1.24K +19 +0.3%
SIC
1437
Samalin Investment Counsel
New York
$383K -$44K -679 -10%
FWSM
1438
First Wilshire Securities Management
California
$383K – – –
CWM
1439
Connecticut Wealth Management
Connecticut
$383K +$260 +4 +0.1%
HB
1440
Horizon Bancorp
Indiana
$382K -$81.8K -1,261 -18%
BA
1441
Ballast Advisors
Minnesota
$379K -$585 -9 -0.2%
TFS
1442
TrustCore Financial Services
Tennessee
$378K +$260 +4 +0.1%
OPA
1443
Old Port Advisors
Maine
$378K +$14.5K +224 +4%
LIM
1444
Loudon Investment Management
New Hampshire
$378K +$378K +5,815 New
BFO
1445
Biltmore Family Office
North Carolina
$377K – – –
GWS
1446
Glassman Wealth Services
Virginia
$375K +$148K +2,287 +66%
OR
1447
Olympiad Research
Connecticut
$374K +$374K +5,749 New
BAM
1448
Berkshire Asset Management
Pennsylvania
$370K -$65.8K -1,012 -15%
AWM
1449
Absher Wealth Management
North Carolina
$367K +$8.65K +133 +2%
LCM
1450
Logan Capital Management
Pennsylvania
$364K +$97.6K +1,503 +37%
56 57
58
59 60