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CVS Health
CVS

Overview Fund Activity

1,809 hedge funds and large institutions have $59.8B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 873 increasing their positions, 645 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
-28
Holders Change %
-1.52%
% of All Funds
39.96%
Holding in Top 10
103
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.19%
% of All Funds
2.28%
New
154
Increased
873
Reduced
645
Closed
153
Calls
$1.93B
Puts
$1.12B
Net Calls
+$806M
Net Calls Change
+$281M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$301M
2
Morgan Stanley
Morgan Stanley
New York
+$199M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
LSV Asset Management
LSV Asset Management
Illinois
+$162M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16B
2
Parnassus Investments
Parnassus Investments
California
-$622M
3
Boston Partners
Boston Partners
Massachusetts
-$374M
4
CSIA
Charles Schwab Investment Advisory
California
-$315M
5
Lazard Asset Management
Lazard Asset Management
New York
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1526
BSW Wealth Partners
Colorado
$258K +$258K +4,343 New
SL
1527
Savior LLC
Massachusetts
$256K -$159K -2,689 -38%
HPWM
1528
Highland Private Wealth Management
Washington
$255K +$40.2K +677 +19%
CC
1529
Cannell & Co
New York
$253K -$104K -1,755 -29%
BCWM
1530
Blue Chip Wealth Management
Florida
$253K +$31.6K +532 +14%
MFW
1531
Meristem Family Wealth
Minnesota
$252K +$13.3K +224 +6%
ED
1532
Exane Derivatives
France
$252K -$151K -2,543 -37%
SXL
1533
Summit X LLC
Missouri
$249K -$1.57M -26,462 -86%
FA
1534
Faithward Advisors
Pennsylvania
$249K – – –
GFP
1535
Gryphon Financial Partners
Ohio
$249K +$2.31K +39 +0.9%
LC
1536
LCNB Corp
Ohio
$249K +$14.4K +242 +6%
JA
1537
JOYN Advisors
Georgia
$249K +$14.9K +251 +6%
CA
1538
Commerzbank Aktiengesellschaft
Germany
$248K -$16.7M -280,949 -99%
WSFS
1539
Wilmington Savings Fund Society
Delaware
$248K +$16.8K +283 +7%
TIA
1540
Trust Investment Advisors
Indiana
$248K +$21.3K +359 +9%
SWA
1541
Sutton Wealth Advisors
Florida
$248K -$26.3K -444 -10%
CIC
1542
Chase Investment Counsel
Virginia
$247K – – –
WA
1543
Wealth Architects
California
$247K +$829 +14 +0.3%
CTA
1544
Chesley Taft & Associates
Illinois
$247K +$21.8K +367 +10%
PIA
1545
Pinion Investment Advisors
Kansas
$247K +$247K +4,160 New
MCP
1546
Mirador Capital Partners
California
$244K -$40.5K -670 -14%
LCM
1547
Logan Capital Management
Pennsylvania
$244K +$20.9K +351 +9%
WMC
1548
Westwood Management Corporation
Illinois
$243K – – –
SIM
1549
Spark Investment Management
New York
$243K +$83K +1,400 +52%
DDC
1550
DF Dent & Co
Maryland
$242K +$26.8K +451 +12%
60 61
62
63 64