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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 %
CTA
1476
Chesley Taft & Associates
Illinois
$239K +$2.33K +37 +1%
AIC
1477
Ameritas Investment Company
Nebraska
$239K +$239K +3,611 New
CAN
1478
Claraphi Advisory Network
United States
$238K +$238K +3,769 New
LC
1479
LCNB Corp
Ohio
$236K +$236K +3,740 New
AIM
1480
Advantage Investment Management
Iowa
$235K +$83.1K +1,318 +55%
HA
1481
Halsey Associates
Connecticut
$235K +$235K +3,725 New
PWPS
1482
Pinnacle Wealth Planning Services
Ohio
$234K +$234K +3,720 New
EMB
1483
Elefante Mark B
$231K -$96.6K -1,528 -29%
MCM
1484
Maryland Capital Management
Maryland
$231K +$231K +3,662 New
FSC
1485
Full Sail Capital
Oklahoma
$230K +$230K +3,161 New
DMC
1486
Drexel Morgan & Co
Pennsylvania
$229K -$21.1K -335 -8%
TCM
1487
Traynor Capital Management
Pennsylvania
$228K +$228K +3,618 New
DDC
1488
DF Dent & Co
Maryland
$228K +$228K +3,622 New
CSIC
1489
Clifford Swan Investment Counsel
California
$226K -$37.8K -600 -14%
GBT
1490
Grove Bank & Trust
Florida
$226K +$226K +3,579 New
AFM
1491
Andesa Financial Management
Pennsylvania
$226K +$226K +3,603 New
HPWM
1492
Highland Private Wealth Management
Washington
$224K +$224K +3,563 New
UBV
1493
United Bank (Virginia)
Virginia
$223K +$223K +3,547 New
Fayez Sarofim & Co
1494
Fayez Sarofim & Co
Texas
$222K +$222K +3,525 New
FC
1495
Fulcrum Capital
Washington
$221K -$101K -1,600 -31%
GWS
1496
Glassman Wealth Services
Virginia
$221K +$2.84K +45 +1%
LA
1497
LexAurum Advisors
Kansas
$221K +$221K +3,500 New
HA
1498
Harborview Advisors
Maine
$221K +$221K +3,503 New
HWA
1499
HCR Wealth Advisors
California
$219K +$219K +3,474 New
PG
1500
Patten Group
Tennessee
$219K +$219K +3,479 New
58 59
60
61 62