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CVS Health
CVS

Overview Fund Activity

1,595 hedge funds and large institutions have $61.8B invested in CVS Health in 2017 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 503 increasing their positions, 766 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
+67
Holders Change %
+4.38%
% of All Funds
36.23%
Holding in Top 10
37
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-43.94%
% of All Funds
0.84%
New
219
Increased
503
Reduced
766
Closed
136
Calls
$656M
Puts
$1B
Net Calls
-$346M
Net Calls Change
-$223M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$491M
2
AIG
American International Group
New York
+$478M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$458M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
5
GCM
Glenview Capital Management
New York
+$395M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$853M
2
Bank of America
Bank of America
North Carolina
-$755M
3
UBS Group
UBS Group
Switzerland
-$464M
4
LSV Asset Management
LSV Asset Management
Illinois
-$378M
5
AAMU
Amundi Asset Management US
Massachusetts
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1451
WealthTrust-Arizona
Arizona
$152K -$35.3K -485 -19%
SWA
1452
Sutton Wealth Advisors
Florida
$152K – – –
KLWA
1453
Kelly Lawrence W & Associates
California
$151K – – –
OFS
1454
Orrstown Financial Services
Pennsylvania
$151K +$5.53K +76 +4%
HCM
1455
Highlander Capital Management
New Jersey
$149K – – –
WPA
1456
West Paces Advisors
Georgia
$148K -$35.5K -489 -19%
LBG
1457
Lloyds Banking Group
United Kingdom
$146K -$145 -2 -0.1%
OIA
1458
OneDigital Investment Advisors
Kansas
$145K +$20.5K +283 +16%
HR
1459
Howe & Rusling
New York
$143K – – –
C
1460
Cerebellum
California
$130K +$130K +1,793 New
FWM
1461
Focused Wealth Management
New York
$129K +$61.3K +846 +90%
AC
1462
Avestar Capital
New York
$122K +$122K +1,876 New
AIS
1463
AlphaOne Investment Services
Pennsylvania
$121K +$39.8K +549 +49%
ABA
1464
American Beacon Advisors
Texas
$117K +$29.3K +405 +33%
PCP
1465
Proficio Capital Partners
Massachusetts
$116K -$33.3K -458 -22%
WWM
1466
Wagner Wealth Management
South Carolina
$114K +$114K +1,304 New
HFP
1467
Holistic Financial Partners
Indiana
$113K +$113K +1,552 New
MPPLM
1468
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$112K +$112K +1,538 New
MCA
1469
Mercer Capital Advisers
New Jersey
$109K – – –
CA
1470
Centerpoint Advisors
Massachusetts
$109K +$109K +1,500 New
BWM
1471
Baystate Wealth Management
Massachusetts
$108K -$8.38K -104 -7%
HIIFS
1472
Harel Insurance Investments & Financial Services
Israel
$104K -$13.3M -182,319 -99%
HDIM
1473
Hanson & Doremus Investment Management
Vermont
$100K +$4.55K +63 +5%
DAM
1474
Delta Asset Management
Tennessee
$100K +$15.3K +210 +18%
VCM
1475
Versant Capital Management
Arizona
$99K -$18K -250 -15%
57 58
59
60 61