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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 %
VNB
1476
Virginia National Bank
Virginia
$221K +$10.2K +190 +5%
MFW
1477
Meristem Family Wealth
Minnesota
$221K +$31.7K +588 +17%
GVAG
1478
Great Valley Advisor Group
Delaware
$219K +$21K +390 +11%
AIM
1479
ARGA Investment Management
Connecticut
$217K – – –
HIIFS
1480
Harel Insurance Investments & Financial Services
Israel
$217K +$122K +2,269 +129%
TFS
1481
TrustCore Financial Services
Tennessee
$217K +$217K +4,020 New
HPC
1482
Hobart Private Capital
North Carolina
$216K +$216K +4,011 New
TI
1483
Telemetry Investments
New York
$216K -$33.5K -620 -13%
MCA
1484
Morris Capital Advisors
Pennsylvania
$216K -$970 -18 -0.4%
MCP
1485
Mirador Capital Partners
California
$216K +$215 +4 +0.1%
SAM
1486
SignalPoint Asset Management
Missouri
$215K +$7.4K +137 +4%
BAM
1487
Belpointe Asset Management
Nevada
$215K +$36.9K +686 +21%
TCM
1488
Tradewinds Capital Management
Washington
$214K -$2.53K -47 -1%
DMC
1489
Drexel Morgan & Co
Pennsylvania
$214K – – –
GLLW
1490
Graves Light Lenhart Wealth
Virginia
$213K -$35.6K -660 -14%
JAM
1491
Jupiter Asset Management
United Kingdom
$213K -$6.35M -118,060 -97%
GWCM
1492
Godshalk Welsh Capital Management
Pennsylvania
$213K – – –
MCWS
1493
McKinley Carter Wealth Services
West Virginia
$213K +$43.2K +802 +25%
CIC
1494
Chase Investment Counsel
Virginia
$212K +$212K +3,939 New
BAM
1495
Brave Asset Management
New Jersey
$211K -$973 -18 -0.5%
CCM
1496
Chieftain Capital Management
New York
$209K -$29.8M -553,274 -99%
DLA
1497
Douglas Lane & Associates
New York
$209K -$2.21K -41 -1%
HIMC
1498
Heritage Investors Management Corp
Maryland
$209K +$14K +260 +7%
BIA
1499
Bigelow Investment Advisors
Maine
$208K -$20.6K -382 -9%
TIA
1500
Traphagen Investment Advisors
New Jersey
$208K +$208K +3,849 New
58 59
60
61 62