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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
1476
Private Capital Group
Connecticut
$339K +$55.2K +850 +19%
ACM
1477
Advisors Capital Management
New Jersey
$338K +$27.2K +418 +9%
AP
1478
Atwood & Palmer
Missouri
$337K – – –
SC
1479
Scholtz & Company
Connecticut
$336K +$4.88K +75 +1%
CWM
1480
Chesapeake Wealth Management
Virginia
$335K -$3.76K -58 -1%
FNBOO
1481
First National Bank of Omaha
Nebraska
$335K +$37.5K +578 +13%
DFG
1482
Demars Financial Group
Washington
$333K +$29.9K +461 +10%
HAS
1483
HBW Advisory Services
California
$333K +$333K +5,133 New
WSTAM
1484
Wilbanks Smith & Thomas Asset Management
Virginia
$332K -$12K -185 -3%
SCM
1485
Salem Capital Management
Massachusetts
$332K – – –
YMRC
1486
Yorktown Management & Research Company
Virginia
$331K -$500K -7,700 -60%
SC
1487
Sepio Capital
Utah
$331K -$66.7K -1,026 -17%
ACS
1488
Archford Capital Strategies
Illinois
$330K -$25.4K -390 -7%
WAP
1489
Wealthcare Advisory Partners
Pennsylvania
$330K +$88.4K +1,360 +37%
BG
1490
Bahl & Gaynor
Ohio
$329K +$23.8K +366 +8%
OPS
1491
Orion Portfolio Solutions
Nebraska
$328K +$105K +1,621 +47%
CIC
1492
Carnegie Investment Counsel
Ohio
$327K -$57.8K -900 -15%
BFA
1493
Bragg Financial Advisors
North Carolina
$326K -$129K -1,993 -28%
HWA
1494
Heritage Wealth Advisors
Virginia
$326K -$10.5K -162 -3%
FIB
1495
First Interstate Bank
Montana
$325K -$1.3K -20 -0.4%
BCM
1496
Breiter Capital Management
Florida
$325K – – –
LA
1497
LexAurum Advisors
Kansas
$325K +$8.51K +131 +3%
WCA
1498
Windsor Creek Advisors
Vermont
$325K +$181K +2,777 +125%
EMB
1499
Elefante Mark B
$324K +$61.8K +950 +24%
SXL
1500
Summit X LLC
Missouri
$323K +$50.4K +776 +18%
58 59
60
61 62