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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 %
SWP
1526
Strategic Wealth Partners
Ohio
$200K +$40.8K +5,208 +26%
FNBOSM
1527
First National Bank of South Miami
Florida
$196K -$1.09K -18 -0.6%
FMB
1528
Field & Main Bank
Kentucky
$194K -$103K -1,632 -35%
TIA
1529
Tiemann Investment Advisors
California
$192K -$65.9K -1,045 -26%
HCA
1530
Heck Capital Advisors
Wisconsin
$191K +$7.19K +114 +4%
SOAMC
1531
Spirit of America Management Corp
New York
$187K – – –
MIFH
1532
Migdal Insurance & Financial Holdings
Israel
$187K +$187K +2,986 New
VIM
1533
Veritas Investment Management
United Kingdom
$183K – – –
CBT
1534
Central Bank & Trust
Kentucky
$178K -$23.8K -379 -12%
SFM
1535
Systematic Financial Management
New Jersey
$177K -$3.11M -49,226 -95%
BFC
1536
Bedel Financial Consulting
Indiana
$171K – – –
ARMC
1537
American Research & Management Company
Massachusetts
$170K +$15.8K +250 +10%
ACM
1538
AUA Capital Management
Pennsylvania
$167K – – –
RE
1539
RBC Europe
United Kingdom
$162K -$13.9K -220 -8%
FQ
1540
First Quadrant
California
$158K – – –
SIM
1541
Sonora Investment Management
Arizona
$157K +$1.51K +24 +1%
TF
1542
Tompkins Financial
New York
$151K – – –
BRC
1543
Bell Rock Capital
Delaware
$151K +$101K +1,607 +204%
PWMG
1544
Prestige Wealth Management Group
New Jersey
$149K – – –
SBL
1545
Sargent Bickham Lagudis
Colorado
$148K +$5.73K +91 +4%
BCA
1546
Berman Capital Advisors
Georgia
$141K -$13.9K -222 -9%
NIM
1547
NuWave Investment Management
New Jersey
$140K -$156K -2,499 -53%
WOC
1548
West Oak Capital
California
$140K – – –
ZB
1549
Zions Bancorporation
Utah
$140K +$5.18K +82 +4%
LWM
1550
Lenox Wealth Management
Ohio
$140K +$5.22K +83 +4%
60 61
62
63 64