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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$923M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$567M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$163M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$365M
2
Dodge & Cox
Dodge & Cox
California
-$316M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$197M
4
Franklin Resources
Franklin Resources
California
-$160M
5
Deutsche Bank
Deutsche Bank
Germany
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
1526
Wilmington Savings Fund Society
Delaware
$295K +$22.8K +350 +8%
ZIC
1527
ZWJ Investment Counsel
Georgia
$293K -$3.58K -55 -1%
WP
1528
WealthShield Partners
North Carolina
$293K +$293K +4,515 New
KFGK
1529
Keystone Financial Group (Kentucky)
Kentucky
$292K +$3.57K +55 +1%
DDC
1530
DF Dent & Co
Maryland
$292K +$27.6K +426 +10%
VWA
1531
V Wealth Advisors
Kansas
$291K -$179K -2,756 -38%
LAM
1532
Lingohr Asset Management
Germany
$291K +$291K +4,618 New
Coatue Management
1533
Coatue Management
New York
$290K +$290K +4,463 New
HPWM
1534
Highland Private Wealth Management
Washington
$289K +$9.24K +142 +3%
MWA
1535
Meridian Wealth Advisors
Texas
$288K +$2.21K +34 +0.8%
MCP
1536
Mirador Capital Partners
California
$288K +$25.4K +390 +10%
BCWM
1537
Blue Chip Wealth Management
Florida
$287K +$9.43K +145 +3%
BW
1538
Bison Wealth
Georgia
$286K +$286K +4,399 New
CA
1539
Crumly & Associates
Illinois
$286K +$286K +4,408 New
LFASL
1540
Lugano Financial Advisors SA (LFA)
Switzerland
$285K – – –
MA
1541
MONECO Advisors
Connecticut
$282K +$21.9K +337 +8%
GM
1542
GeoWealth Management
Illinois
$282K +$282K +4,345 New
CWM
1543
Cedar Wealth Management
California
$281K -$17.4K -268 -6%
MFG
1544
Menard Financial Group
Texas
$281K +$281K +4,331 New
WCM
1545
WealthBridge Capital Management
Ohio
$279K -$3.51K -54 -1%
LC
1546
LCNB Corp
Ohio
$279K +$6.18K +95 +2%
PA
1547
Procyon Advisors
Connecticut
$279K +$102K +1,566 +58%
BFA
1548
Beacon Financial Advisory
Ohio
$278K -$6.09K -94 -2%
WMA
1549
Wealth Management Associates
New Jersey
$276K +$48.7K +750 +21%
WB
1550
West Bancorporation
Iowa
$275K +$19.8K +304 +8%
60 61
62
63 64