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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 %
GAG
1451
GM Advisory Group
New York
$255K – – –
VAG
1452
VisionPoint Advisory Group
Texas
$255K +$4.86K +78 +2%
CBTWT
1453
Community Bank & Trust (Waco, Texas)
Texas
$254K -$109K -1,737 -30%
AL
1454
Aspiriant LLC
California
$253K -$60.4K -960 -19%
MCA
1455
Morris Capital Advisors
Pennsylvania
$253K – – –
AAM
1456
American Asset Management
Florida
$253K +$253K +4,007 New
WANY
1457
Wealthspire Advisors (New York)
New York
$253K +$253K +4,012 New
RCM
1458
RB Capital Management
Nevada
$251K -$11.8K -190 -4%
GLA
1459
Good Life Advisors
Pennsylvania
$251K +$7.61K +122 +3%
JAM
1460
Jupiter Asset Management
United Kingdom
$250K – – –
BWP
1461
BSW Wealth Partners
Colorado
$249K +$8.06K +128 +3%
ZIC
1462
ZWJ Investment Counsel
Georgia
$249K +$249K +3,949 New
CIC
1463
Chase Investment Counsel
Virginia
$248K – – –
CIC
1464
Crawford Investment Counsel
Georgia
$248K +$248K +3,928 New
SFP
1465
Shepherd Financial Partners
Massachusetts
$247K -$1.69M -26,816 -87%
JA
1466
JOYN Advisors
Georgia
$247K +$1.07K +17 +0.4%
CAG
1467
Csenge Advisory Group
Florida
$245K -$11.3K -179 -4%
TF
1468
TimeScale Financial
Massachusetts
$245K – – –
MA
1469
MCF Advisors
Kentucky
$244K +$202K +3,198 +475%
OC
1470
Oakworth Capital
Alabama
$243K -$33K -522 -12%
MFW
1471
Meristem Family Wealth
Minnesota
$243K -$18.9K -300 -7%
SAM
1472
SignalPoint Asset Management
Missouri
$242K +$252 +4 +0.1%
JIP
1473
Jaffetilchin Investment Partners
Florida
$241K -$846K -13,390 -78%
GLI
1474
Guardian Life Insurance
New York
$240K +$3.15K +50 +1%
SIM
1475
Spark Investment Management
New York
$239K -$88.1K -1,400 -27%
57 58
59
60 61