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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 %
LCM
1501
Logan Capital Management
Pennsylvania
$218K +$218K +3,454 New
TCM
1502
Teza Capital Management
Illinois
$217K -$146K -2,321 -40%
QCIG
1503
Quad-Cities Investment Group
Iowa
$216K +$63.1K +1,001 +41%
BL
1504
Balentine LLC
Georgia
$215K +$194K +3,068 +905%
NFG
1505
Nations Financial Group
Iowa
$215K +$215K +3,245 New
PFS
1506
Physicians Financial Services
North Carolina
$214K +$214K +3,390 New
MFG
1507
Magnus Financial Group
New York
$214K +$214K +3,399 New
ML
1508
McAdam LLC
Pennsylvania
$213K +$213K +3,369 New
MAM
1509
Meeder Asset Management
Ohio
$212K +$66.7K +1,057 +46%
KMWM
1510
Keudell/Morrison Wealth Management
Oregon
$211K +$211K +3,350 New
CCFCSB
1511
Cape Cod Five Cents Savings Bank
Massachusetts
$210K -$212K -3,370 -50%
RWMH
1512
Riverpoint Wealth Management Holdings
Illinois
$210K +$210K +3,335 New
HFA
1513
High Falls Advisors
New York
$209K +$209K +3,320 New
PTC
1514
Petrus Trust Company
Texas
$208K -$42.6K -675 -17%
WMA
1515
Wealth Management Associates
New Jersey
$208K +$208K +3,296 New
CCM
1516
Coldstream Capital Management
Washington
$207K +$207K +3,277 New
AP
1517
Appleton Partners
Massachusetts
$207K +$207K +3,288 New
BIM
1518
Bridges Investment Management
Nebraska
$206K +$206K +3,254 New
QC
1519
QCM Cayman
Texas
$206K +$206K +3,262 New
FIG
1520
FundX Investment Group
California
$206K +$206K +3,267 New
LC
1521
Lindbrook Capital
California
$205K +$67.4K +1,070 +49%
BCAM
1522
Boston Common Asset Management
Massachusetts
$204K +$204K +3,240 New
WAP
1523
Wealthcare Advisory Partners
Pennsylvania
$203K -$4.16K -66 -2%
PFA
1524
Pure Financial Advisors
California
$202K +$202K +3,199 New
BSB
1525
Bangor Savings Bank
Maine
$202K +$202K +3,204 New
59 60
61
62 63