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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1526
Crumly & Associates
Illinois
$263K +$5.72K +98 +2%
T
1527
TOBAM
France
$262K +$262K +4,478 New
SEEDPG
1528
S.E.E.D. Planning Group
New York
$262K +$262K +4,493 New
ACM
1529
Advisors Capital Management
New Jersey
$261K -$43.5K -743 -14%
AW
1530
Alpha Windward
Massachusetts
$261K +$30K +513 +13%
WMA
1531
Wealth Management Associates
New Jersey
$260K +$12.6K +216 +5%
PA
1532
Procyon Advisors
Connecticut
$259K +$8.24K +141 +3%
MFW
1533
Meristem Family Wealth
Minnesota
$259K +$20.1K +345 +8%
LA
1534
LexAurum Advisors
Kansas
$257K -$35.4K -605 -12%
RCG
1535
Rock Creek Group
District of Columbia
$257K +$39.5K +675 +18%
KFGK
1536
Keystone Financial Group (Kentucky)
Kentucky
$254K -$8.23K -141 -3%
BCA
1537
Berman Capital Advisors
Georgia
$254K +$85.6K +1,468 +51%
CWM
1538
Cedar Wealth Management
California
$253K – – –
HCA
1539
Heck Capital Advisors
Wisconsin
$253K +$18.9K +323 +8%
LJAC
1540
L.J. Altfest & Co
New York
$251K +$37.7K +645 +18%
HCP
1541
Hexagon Capital Partners
Arkansas
$249K +$249K +4,304 New
NIM
1542
NuWave Investment Management
New Jersey
$248K +$101K +1,731 +69%
WB
1543
West Bancorporation
Iowa
$247K – – –
AIP
1544
Almanack Investment Partners
Pennsylvania
$247K +$247K +3,517 New
ACI
1545
Alpha Cubed Investments
California
$246K -$25.5K -437 -9%
SBL
1546
Sargent Bickham Lagudis
Colorado
$246K +$27.4K +469 +13%
HPWM
1547
Highland Private Wealth Management
Washington
$245K -$14.8K -253 -6%
SL
1548
Savior LLC
Massachusetts
$245K – – –
SWA
1549
Sutton Wealth Advisors
Florida
$245K -$818 -14 -0.3%
HWA
1550
HCR Wealth Advisors
California
$244K -$4.15K -71 -2%
60 61
62
63 64