CVS icon

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 %
FFWA
1501
FRG Family Wealth Advisors
Washington
$323K – – –
PFG
1502
PAX Financial Group
Texas
$323K +$323K +4,480 New
CA
1503
Calton & Associates
Florida
$321K -$6.38K -86 -2%
ZIC
1504
ZWJ Investment Counsel
Georgia
$318K +$24.9K +336 +9%
TCA
1505
Transcend Capital Advisors
New Jersey
$317K +$317K +4,261 New
BSB
1506
Bangor Savings Bank
Maine
$316K +$78.3K +1,055 +33%
NHC
1507
Nicholas Hoffman & Company
Georgia
$314K -$187K -2,524 -37%
FA
1508
Faithward Advisors
Pennsylvania
$312K -$103K -1,383 -25%
VAG
1509
VisionPoint Advisory Group
Texas
$311K +$6.7K +90 +2%
WA
1510
Wealth Architects
California
$309K +$8.7K +117 +3%
CIC
1511
Chase Investment Counsel
Virginia
$309K +$16.7K +225 +6%
GFP
1512
Gryphon Financial Partners
Ohio
$308K -$1.41K -19 -0.5%
SAM
1513
SignalPoint Asset Management
Missouri
$308K +$22.6K +304 +8%
MCM
1514
Maryland Capital Management
Maryland
$306K +$33.8K +454 +12%
WMC
1515
Westwood Management Corporation
Illinois
$305K – – –
GFPC
1516
Global Financial Private Capital
Florida
$304K -$116K -1,560 -28%
IC
1517
Inverness Counsel
New York
$304K -$4.75K -64 -2%
TCM
1518
Tradewinds Capital Management
Washington
$304K +$297 +4 +0.1%
PWPS
1519
Pinnacle Wealth Planning Services
Ohio
$304K +$27.8K +375 +10%
EWM
1520
EPG Wealth Management
Georgia
$304K +$304K +4,092 New
MWM
1521
Mission Wealth Management
California
$302K -$25.2K -339 -8%
ML
1522
McAdam LLC
Pennsylvania
$302K +$51.9K +699 +21%
LCS
1523
Levin Capital Strategies
New York
$301K -$334K -4,500 -53%
WCM
1524
WealthBridge Capital Management
Ohio
$301K – – –
WB
1525
West Bancorporation
Iowa
$300K +$300K +4,037 New
59 60
61
62 63