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CVS Health
CVS

Overview Fund Activity

1,837 hedge funds and large institutions have $75.3B invested in CVS Health in 2019 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 723 increasing their positions, 708 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,837
Holders Change
+157
Holders Change %
+9.35%
% of All Funds
36.28%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.92%
New
252
Increased
723
Reduced
708
Closed
73
Calls
$2.15B
Puts
$1.63B
Net Calls
+$524M
Net Calls Change
+$375M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$719M
2
Truist Financial
Truist Financial
North Carolina
+$238M
3
Morgan Stanley
Morgan Stanley
New York
+$187M
4
DZ Bank
DZ Bank
Germany
+$185M
5
LSV Asset Management
LSV Asset Management
Illinois
+$126M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$442M
2
State Street
State Street
Massachusetts
-$357M
3
Franklin Resources
Franklin Resources
California
-$247M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$185M
5
VVP
Vulcan Value Partners
Alabama
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
1451
Sheets Smith Wealth Management
North Carolina
$367K +$18.5K +249 +5%
DBT
1452
Dubuque Bank & Trust
Iowa
$366K -$30.6K -411 -8%
CM
1453
Columbus Macro
Pennsylvania
$366K +$366K +4,923 New
SIC
1454
Samalin Investment Counsel
New York
$365K +$365K +4,918 New
LCM
1455
Leisure Capital Management
California
$363K – – –
HFG
1456
Heron Financial Group
New York
$362K +$362K +4,908 New
CFS
1457
CRA Financial Services
New Jersey
$361K +$15.3K +206 +4%
GEA
1458
Glen Eagle Advisors
New Jersey
$361K +$17.4K +234 +5%
AIM
1459
Acropolis Investment Management
Missouri
$358K -$15K -206 -4%
MIP
1460
Marietta Investment Partners
Wisconsin
$353K +$353K +4,750 New
FNBTCON
1461
First National Bank & Trust Co of Newtown
Pennsylvania
$352K – – –
SFA
1462
Sequoia Financial Advisors
Ohio
$352K +$49.2K +662 +16%
OAM
1463
Optimal Asset Management
California
$352K +$352K +4,733 New
WP
1464
WealthSource Partners
California
$350K -$290K -3,911 -45%
MCP
1465
Mirador Capital Partners
California
$350K +$3.49K +47 +1%
PAG
1466
Pinnacle Advisory Group
Maryland
$350K +$3.71K +50 +1%
LA
1467
LexAurum Advisors
Kansas
$350K +$90K +1,212 +35%
PMFA
1468
Plante Moran Financial Advisors
Michigan
$349K +$43.6K +587 +14%
PCG
1469
Private Capital Group
Connecticut
$347K -$43.7K -588 -11%
WWM
1470
Windsor Wealth Management
Indiana
$346K -$369K -4,978 -52%
HA
1471
Harfst & Associates
Wyoming
$345K -$5.63K -76 -2%
FNBOO
1472
First National Bank of Omaha
Nebraska
$344K -$24.4K -329 -7%
SIG
1473
Sargent Investment Group
Maryland
$344K – – –
AAM
1474
American Asset Management
Florida
$344K +$46.4K +625 +16%
FSA
1475
Fort Sheridan Advisors
Illinois
$343K +$297 +4 +0.1%
57 58
59
60 61