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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 %
WG
1501
Winton Group
United Kingdom
$207K -$94K -1,741 -31%
KFGK
1502
Keystone Financial Group (Kentucky)
Kentucky
$207K +$207K +3,832 New
FI
1503
FormulaFolio Investments
Michigan
$206K +$2.7K +50 +1%
HWA
1504
HCR Wealth Advisors
California
$206K +$4.72K +91 +2%
SSWM
1505
Sheets Smith Wealth Management
North Carolina
$205K -$33.4K -619 -14%
LCM
1506
LVM Capital Management
Michigan
$204K -$10.5K -195 -5%
MCM
1507
Murphy Capital Management
New Jersey
$203K -$95K -1,763 -32%
MAM
1508
Magellan Asset Management
Australia
$203K +$16.5K +307 +9%
BP
1509
BBR Partners
New York
$203K +$36.6K +678 +22%
GLI
1510
Guardian Life Insurance
New York
$202K +$4.32K +80 +2%
DDC
1511
DF Dent & Co
Maryland
$202K +$202K +3,740 New
BCWM
1512
Blue Chip Wealth Management
Florida
$202K +$202K +3,754 New
HA
1513
Halsey Associates
Connecticut
$201K +$5.02K +93 +3%
IC
1514
Inverness Counsel
New York
$200K -$525K -9,745 -72%
ACA
1515
Atlas Capital Advisors
Wyoming
$190K -$931K -17,261 -83%
KL
1516
KWMG LLC
Kansas
$186K -$3.49M -64,669 -95%
AIM
1517
Advantage Investment Management
Iowa
$184K -$6.3K -117 -3%
OC
1518
Oakworth Capital
Alabama
$184K +$11.7K +217 +7%
GEA
1519
Glen Eagle Advisors
New Jersey
$183K +$971 +18 +0.5%
AIC
1520
Ameritas Investment Company
Nebraska
$182K +$182K +3,382 New
JWBC
1521
John W. Bristol & Co
New York
$181K -$54K -1,000 -23%
BBA
1522
Braun-Bostich & Associates
Pennsylvania
$176K +$163K +3,016 +1,206%
FNBOSM
1523
First National Bank of South Miami
Florida
$171K – – –
BL
1524
Balentine LLC
Georgia
$169K -$5.33K -99 -3%
BCA
1525
Bray Capital Advisors
Florida
$167K – – –
59 60
61
62 63