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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
1476
Hayden Royal
North Carolina
$303K +$22.5K +387 +8%
LB
1477
Leo Brokerage
Texas
$303K +$303K +4,657 New
SCM
1478
Salem Capital Management
Massachusetts
$298K – – –
WAP
1479
Wealthcare Advisory Partners
Pennsylvania
$298K +$1.93K +33 +0.7%
WP
1480
WealthPLAN Partners
Nebraska
$295K -$26.6K -383 -8%
CIC
1481
Carnegie Investment Counsel
Ohio
$295K – – –
WSTAM
1482
Wilbanks Smith & Thomas Asset Management
Virginia
$294K -$4.38K -75 -1%
DDC
1483
DF Dent & Co
Maryland
$293K +$30.2K +517 +11%
XF
1484
XML Financial
Maryland
$293K +$293K +5,015 New
TP
1485
Tranquility Partners
Tennessee
$292K -$81.4K -1,395 -22%
ONST
1486
Old North State Trust
North Carolina
$292K -$32.6K -557 -10%
AP
1487
Atwood & Palmer
Missouri
$292K -$10.8K -185 -4%
WCA
1488
Windsor Creek Advisors
Vermont
$292K – – –
BWM
1489
BigSur Wealth Management
Florida
$292K +$292K +5,000 New
MFG
1490
Magnus Financial Group
New York
$290K -$154K -2,625 -35%
GIM
1491
Groesbeck Investment Management
New Jersey
$289K – – –
SL
1492
Stevard LLC
Illinois
$288K +$43.7K +748 +18%
ECG
1493
Edge Capital Group
Georgia
$288K +$288K +4,927 New
BP
1494
BBR Partners
New York
$287K +$287K +4,907 New
HA
1495
Harfst & Associates
Wyoming
$286K +$12.6K +216 +5%
SP
1496
Successful Portfolios
Florida
$284K -$759 -13 -0.3%
DI
1497
DAGCO Inc
Ohio
$282K -$71.5K -1,226 -20%
ECM
1498
Elgethun Capital Management
South Dakota
$282K -$3.85K -65 -1%
CHP
1499
Cable Hill Partners
Oregon
$282K +$282K +4,829 New
MCP
1500
Mirador Capital Partners
California
$281K +$22.4K +383 +9%
58 59
60
61 62