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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 %
WAP
1476
Wealthcare Advisory Partners
Pennsylvania
$99K +$5.23K +72 +6%
SBL
1477
Sargent Bickham Lagudis
Colorado
$95K +$78.3K +1,082 +470%
IWP
1478
Icon Wealth Partners
Texas
$95K +$95K +1,311 New
AFNAS
1479
American Financial Network Advisory Services
California
$93K -$15.6K -215 -14%
TCM
1480
TD Capital Management
Tennessee
$93K -$4.2K -58 -4%
SQA
1481
Simon Quick Advisors
New Jersey
$93K +$2.9K +37 +3%
SFG
1482
SevenBridge Financial Group
Pennsylvania
$90K -$128K -1,762 -59%
ECM
1483
Estabrook Capital Management
New York
$88.2K -$289K -3,990 -77%
AIM
1484
Advantage Investment Management
Iowa
$87K -$18.8K -260 -18%
AIM
1485
Arcadia Investment Management
Michigan
$86K -$10.3K -142 -11%
BRC
1486
Bell Rock Capital
Delaware
$79K -$399K -5,485 -83%
PFBT
1487
Parkside Financial Bank & Trust
Missouri
$79K -$55.4K -767 -41%
GAM
1488
Gemmer Asset Management
California
$77K -$17.6K -242 -19%
AWA
1489
Acorn Wealth Advisors
Michigan
$76K +$76K +973 New
BWL
1490
Bogart Wealth LLC
Virginia
$75K +$36.1K +500 +93%
MIHAS
1491
Maj Invest Holding A/S
Denmark
$73K +$73K +1,000 New
GSC
1492
G&S Capital
Colorado
$73K +$73K +1,000 New
OFW
1493
Omnia Family Wealth
Florida
$70K +$6.1K +84 +10%
KF
1494
Krilogy Financial
Missouri
$69K -$12K -167 -15%
KJWM
1495
Kiley Juergens Wealth Management
Washington
$69K +$69K +953 New
KA
1496
Kaizen Advisory
Illinois
$69K +$69K +956 New
CHP
1497
Cable Hill Partners
Oregon
$66K -$82.4K -1,095 -56%
LF
1498
Lee Financial
Texas
$65K +$23.4K +323 +56%
ACM
1499
Aviance Capital Management
Florida
$64K -$6.94K -95 -10%
CAL
1500
Capital Analysts LLC
Pennsylvania
$62K -$5.89K -81 -9%
58 59
60
61 62