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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 %
EP
1426
EPIQ Partners
Minnesota
$355K +$355K +6,000 New
AFP
1427
Ausdal Financial Partners
Iowa
$354K -$188K -3,225 -35%
KLCM
1428
KG&L Capital Management
Louisiana
$354K +$152K +2,615 +76%
NWP
1429
Northstar Wealth Partners
Connecticut
$353K -$58 -1 -0%
AW
1430
ACG Wealth
Georgia
$351K -$4.73K -81 -1%
BG
1431
Berry Group
Massachusetts
$350K -$19K -325 -5%
TFS
1432
TrustCore Financial Services
Tennessee
$350K +$9.47K +162 +3%
GWS
1433
Glassman Wealth Services
Virginia
$348K +$10.4K +178 +3%
FWSM
1434
First Wilshire Securities Management
California
$345K – – –
CWM
1435
Connecticut Wealth Management
Connecticut
$345K +$234 +4 +0.1%
FNBOO
1436
First National Bank of Omaha
Nebraska
$345K +$44.2K +758 +15%
LWAC
1437
Laurel Wealth Advisors (California)
California
$344K -$6.61K -113 -2%
MS
1438
Madden Securities
Texas
$344K +$30.9K +529 +10%
MIH
1439
Meitav Investment House
Israel
$344K +$344K +5,942 New
NFC
1440
Northeast Financial Consultants
Connecticut
$343K -$1.87K -32 -0.5%
ECM
1441
Evergreen Capital Management
Washington
$342K -$8.18K -140 -2%
BFA
1442
Bragg Financial Advisors
North Carolina
$342K +$48.4K +828 +16%
TC
1443
Truvestments Capital
Florida
$340K -$760K -13,034 -69%
MA
1444
MANA Advisors
New York
$337K +$337K +5,775 New
SFP
1445
Shepherd Financial Partners
Massachusetts
$336K -$11.4K -195 -3%
HR
1446
Howe & Rusling
New York
$335K -$7.34M -125,621 -96%
BOS
1447
Bank of Stockton
California
$334K -$56K -960 -14%
CB
1448
CNB Bank
Pennsylvania
$329K -$119K -2,042 -27%
ACA
1449
Atlas Capital Advisors
Wyoming
$328K -$164K -2,801 -33%
GL
1450
Graypoint LLC
New York
$328K -$898K -15,381 -73%
56 57
58
59 60