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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 %
SWA
1476
Sutton Wealth Advisors
Florida
$343K -$204K -2,740 -37%
DIP
1477
DT Investment Partners
Pennsylvania
$342K +$342K +4,607 New
CIC
1478
Crawford Investment Counsel
Georgia
$341K +$48.9K +658 +17%
EW
1479
Element Wealth
Mississippi
$341K +$341K +4,592 New
NFC
1480
Northeast Financial Consultants
Connecticut
$340K -$4.01K -54 -1%
PCM
1481
Pointe Capital Management
Michigan
$340K – – –
MWA
1482
Meridian Wealth Advisors
Texas
$339K +$27.6K +371 +9%
TWP
1483
Tempus Wealth Planning
California
$339K +$339K +4,564 New
BCM
1484
Brookmont Capital Management
Texas
$337K -$38.9K -523 -10%
CSIC
1485
Clifford Swan Investment Counsel
California
$337K +$70.4K +947 +26%
MCWA
1486
Meadow Creek Wealth Advisors
Georgia
$336K +$336K +4,528 New
LB
1487
Legacy Bridge
Iowa
$335K -$22.3K -300 -6%
TCM
1488
Traynor Capital Management
Pennsylvania
$335K +$66.6K +897 +25%
EF
1489
Empirical Finance
Pennsylvania
$335K +$335K +4,510 New
MCWS
1490
McKinley Carter Wealth Services
West Virginia
$331K -$21.3K -287 -6%
DWM
1491
Doyle Wealth Management
Florida
$331K +$14.6K +197 +5%
SP
1492
Successful Portfolios
Florida
$331K +$25.5K +344 +8%
JAM
1493
Jupiter Asset Management
United Kingdom
$331K +$36.8K +495 +13%
CA
1494
Cornerstone Advisory
Maryland
$329K -$34.2K -459 -9%
LFASL
1495
Lugano Financial Advisors SA (LFA)
Switzerland
$328K +$328K +4,418 New
ZCM
1496
Zebra Capital Management
Connecticut
$327K +$327K +4,395 New
SFSIG
1497
San Francisco Sentry Investment Group
California
$324K -$26.4K -356 -8%
RCM
1498
RB Capital Management
Nevada
$324K +$26.1K +355 +9%
CCM
1499
Coldstream Capital Management
Washington
$324K +$80.5K +1,084 +33%
WCM
1500
Washburn Capital Management
Florida
$324K +$324K +4,355 New
58 59
60
61 62