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CVS Health
CVS

Overview Fund Activity

1,595 hedge funds and large institutions have $61.8B invested in CVS Health in 2017 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 503 increasing their positions, 766 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
+67
Holders Change %
+4.38%
% of All Funds
36.23%
Holding in Top 10
37
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-43.94%
% of All Funds
0.84%
New
219
Increased
503
Reduced
766
Closed
136
Calls
$656M
Puts
$1B
Net Calls
-$346M
Net Calls Change
-$223M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$491M
2
AIG
American International Group
New York
+$478M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$458M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
5
GCM
Glenview Capital Management
New York
+$395M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$853M
2
Bank of America
Bank of America
North Carolina
-$755M
3
UBS Group
UBS Group
Switzerland
-$464M
4
LSV Asset Management
LSV Asset Management
Illinois
-$378M
5
AAMU
Amundi Asset Management US
Massachusetts
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1526
Mascoma Wealth Management
New Hampshire
$36K +$3.06K +40 +9%
CA
1527
Crewe Advisors
Utah
$36K +$36K +495 New
HI
1528
Hudock Inc
Pennsylvania
$35K +$71 +1 +0.2%
LWM
1529
Lenox Wealth Management
Ohio
$34K -$8.87K -121 -21%
EARNEST Partners
1530
EARNEST Partners
Georgia
$34K +$34K +467 New
BCP
1531
Blackhawk Capital Partners
Wisconsin
$32K +$32K +446 New
TL
1532
TrueWealth LLC
Georgia
$32K +$32K +447 New
KTM
1533
Keeler Thomas Management
Utah
$31K +$31K +433 New
TFO
1534
Tarbox Family Office
California
$28K -$4.25K -59 -13%
NIM
1535
NuWave Investment Management
New Jersey
$25K +$25K +339 New
CAC
1536
Certified Advisory Corp
Florida
$25K +$25K +352 New
EP
1537
Edinburgh Partners
United Kingdom
$24K – – –
Carson Wealth (CWM LLC)
1538
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
VEA
1539
Virtus ETF Advisers
New York
$24K +$24K +329 New
SP
1540
SWS Partners
Ohio
$24K +$24K +331 New
PGA
1541
Premia Global Advisors
Florida
$23K +$23K +327 New
SIAS
1542
Shine Investment Advisory Services
Colorado
$22K -$3.34K -46 -13%
LC
1543
Landaas & Company
Wisconsin
$22K – – –
RBC
1544
Roble Belko & Company
Pennsylvania
$22K – – –
RIA
1545
RPG Investment Advisory
California
$22K – – –
NC
1546
NewSquare Capital
Pennsylvania
$20K +$963 +13 +5%
PCFFS
1547
Pacific Center for Financial Services
California
$19K – – –
MFT
1548
Moisand Fitzgerald Tamayo
Florida
$18K – – –
FRA
1549
Front Row Advisors
California
$18K +$18K +248 New
BBA
1550
Braun-Bostich & Associates
Pennsylvania
$18K +$18K +250 New
60 61
62
63 64