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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 %
KPW
1526
Kore Private Wealth
New York
$166K -$5.51K -102 -3%
ED
1527
Exane Derivatives
France
$164K -$971K -18,003 -86%
SOAMC
1528
Spirit of America Management Corp
New York
$160K – – –
NIM
1529
NuWave Investment Management
New Jersey
$159K +$159K +2,945 New
TCA
1530
Teewinot Capital Advisers
New York
$157K – – –
BFC
1531
Bedel Financial Consulting
Indiana
$156K +$26.9K +500 +21%
WAP
1532
Wealthcare Advisory Partners
Pennsylvania
$156K +$57K +1,059 +58%
WCM
1533
Wunderlich Capital Managemnt
Tennessee
$153K -$189K -3,520 -55%
GWS
1534
Glassman Wealth Services
Virginia
$150K +$6.84K +127 +5%
ACM
1535
AUA Capital Management
Pennsylvania
$143K – – –
SQA
1536
Simon Quick Advisors
New Jersey
$142K -$41.7K -775 -23%
RE
1537
RBC Europe
United Kingdom
$141K – – –
MFW
1538
Mosaic Family Wealth
Missouri
$140K -$34.5K -642 -20%
ZB
1539
Zions Bancorporation
Utah
$140K +$140K +2,592 New
ACP
1540
Aveo Capital Partners
Colorado
$139K +$139K +2,582 New
MGIA
1541
Moneta Group Investment Advisors
Missouri
$136K +$136K +2,522 New
FQ
1542
First Quadrant
California
$135K -$4.48M -82,892 -97%
CWA
1543
Clarus Wealth Advisors
Arizona
$133K +$647 +12 +0.5%
WOC
1544
West Oak Capital
California
$132K +$17.5K +325 +15%
ARMC
1545
American Research & Management Company
Massachusetts
$132K +$103K +1,908 +355%
YWP
1546
YorkBridge Wealth Partners
New York
$131K +$54 +1 +0%
FWM
1547
Focused Wealth Management
New York
$129K -$91.8K -1,701 -42%
TF
1548
Tompkins Financial
New York
$129K -$8.6K -160 -6%
PWMG
1549
Prestige Wealth Management Group
New Jersey
$124K -$60.1K -1,110 -33%
SAS
1550
Stelac Advisory Services
New York
$122K – – –
60 61
62
63 64