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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 %
HIC
1451
Holderness Investments Company
North Carolina
$242K -$703 -13 -0.3%
RIA
1452
Realta Investment Advisors
Delaware
$242K +$242K +4,600 New
CIM
1453
Cambria Investment Management
California
$241K -$11.7K -216 -5%
LFASL
1454
Lugano Financial Advisors SA (LFA)
Switzerland
$238K +$17.7K +328 +8%
MWM
1455
Mission Wealth Management
California
$238K +$238K +4,408 New
TIA
1456
Tiemann Investment Advisors
California
$237K -$6.75K -125 -3%
KA
1457
KLCM Advisors
Wisconsin
$237K +$237K +4,398 New
NHC
1458
Nicholas Hoffman & Company
Georgia
$235K -$3.77K -70 -2%
MWP
1459
MYCIO Wealth Partners
Pennsylvania
$235K +$1.14K +21 +0.5%
AFP
1460
Ausdal Financial Partners
Iowa
$234K +$4.09K +76 +2%
TCM
1461
Teza Capital Management
Illinois
$234K +$234K +4,335 New
TF
1462
TimeScale Financial
Massachusetts
$233K – – –
LC
1463
Loews Corp
New York
$233K – – –
AUB
1464
Atlantic Union Bankshares
Virginia
$232K -$73.9K -1,367 -24%
ONST
1465
Old North State Trust
North Carolina
$232K +$47.3K +879 +26%
OWA
1466
Outlook Wealth Advisors
Texas
$230K +$187K +3,457 +432%
HL
1467
HeadInvest LLC
Maine
$230K +$230K +4,257 New
CAG
1468
Csenge Advisory Group
Florida
$228K -$758K -14,108 -77%
KF
1469
Krilogy Financial
Missouri
$228K +$228K +4,222 New
CGL
1470
Clarius Group LLC
Washington
$228K +$228K +4,234 New
ZCM
1471
Zebra Capital Management
Connecticut
$227K +$227K +4,217 New
OPA
1472
Old Port Advisors
Maine
$224K +$1.13K +21 +0.5%
AWM
1473
Altium Wealth Management
New York
$223K -$44K -814 -16%
ECM
1474
Evergreen Capital Management
Washington
$221K -$54.6K -1,013 -20%
WMC
1475
Westwood Management Corporation
Illinois
$221K – – –
57 58
59
60 61