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CVS Health
CVS

Overview Fund Activity

1,595 hedge funds and large institutions have $61.8B invested in CVS Health in 2017 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 503 increasing their positions, 766 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
+67
Holders Change %
+4.38%
% of All Funds
36.23%
Holding in Top 10
37
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-43.94%
% of All Funds
0.84%
New
219
Increased
503
Reduced
766
Closed
136
Calls
$656M
Puts
$1B
Net Calls
-$346M
Net Calls Change
-$223M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$491M
2
AIG
American International Group
New York
+$478M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$458M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
5
GCM
Glenview Capital Management
New York
+$395M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$853M
2
Bank of America
Bank of America
North Carolina
-$755M
3
UBS Group
UBS Group
Switzerland
-$464M
4
LSV Asset Management
LSV Asset Management
Illinois
-$378M
5
AAMU
Amundi Asset Management US
Massachusetts
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1551
Avior Wealth Management
Nebraska
$17K -$10.4K -144 -38%
FBT
1552
First Bank & Trust
South Dakota
$17K +$434 +6 +3%
CAW
1553
Cornerstone Advisors (Washington)
Washington
$16K -$89.6K -1,221 -85%
PS
1554
Portfolio Solutions
Michigan
$16K – – –
AF
1555
Allworth Financial
California
$15K -$7.43K -100 -33%
CJA
1556
C-J Advisory
California
$15K – – –
VFA
1557
Virtus Fund Advisers
Connecticut
$15K – – –
PWM
1558
Paulson Wealth Management
Illinois
$15K +$15K +200 New
TVWM
1559
Tower View Wealth Management
Wisconsin
$15K +$15K +202 New
PW
1560
Price Wealth
Texas
$15K +$15K +211 New
ME
1561
McIlrath & Eck
Washington
$14K +$14K +193 New
TG
1562
TLP Group
Illinois
$13K +$11.8K +158 +988%
LWA
1563
Lowe Wealth Advisors
Maryland
$12K +$72 +1 +0.6%
RFA
1564
Reilly Financial Advisors
California
$11K -$7.33K -102 -40%
WAS
1565
WESPAC Advisors SoCal
California
$10K -$4.06M -60,831 -100%
LYV
1566
Live Your Vision
Pennsylvania
$9K – – –
GWA
1567
Guidant Wealth Advisors
Illinois
$9K – – –
SPI
1568
Santori & Peters Inc
Pennsylvania
$8K +$8K +118 New
GF
1569
Goodman Financial
Texas
$7K -$4.55M -58,539 -100%
Winslow Capital Management
1570
Winslow Capital Management
Minnesota
$7K – – –
FFW
1571
Fusion Family Wealth
New York
$7K – – –
FFG
1572
Ford Financial Group
California
$6K +$6K +84 New
CIA
1573
Cascade Investment Advisors
Oregon
$5.08K – – –
GAM
1574
Guinness Asset Management
United Kingdom
$5K – – –
PRS
1575
Pinkerton Retirement Specialists
Idaho
$5K – – –
61 62
63
64 65