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CVS Health
CVS

Overview Fund Activity

1,704 hedge funds and large institutions have $55B invested in CVS Health in 2019 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 855 increasing their positions, 595 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
-72
Holders Change %
-4.05%
% of All Funds
36.94%
Holding in Top 10
35
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-57.83%
% of All Funds
0.76%
New
148
Increased
855
Reduced
595
Closed
198
Calls
$1.12B
Puts
$1.44B
Net Calls
-$324M
Net Calls Change
-$683M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$239M
2
Capital International Investors
Capital International Investors
California
+$216M
3
Dodge & Cox
Dodge & Cox
California
+$205M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
5
State Street
State Street
Massachusetts
+$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$591M
2
GCM
Glenview Capital Management
New York
-$556M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$432M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLF
1551
Sun Life Financial
Ontario, Canada
$120K -$71.1K -1,322 -37%
CHP
1552
Cable Hill Partners
Oregon
$119K -$42.1K -779 -26%
PHK
1553
Point72 Hong Kong
Hong Kong
$111K +$98.2K +1,813 +768%
CAGAS
1554
Capital Advisory Group Advisory Services
Minnesota
$106K -$22.6K -416 -18%
SBL
1555
Sargent Bickham Lagudis
Colorado
$106K +$14.5K +268 +16%
NCM
1556
Nelson Capital Management
California
$105K +$31.5K +583 +43%
FFC
1557
First Financial Corp
Indiana
$95K -$23.2K -428 -20%
RFM
1558
Royal Fund Management
Florida
$95K – – –
PGWM
1559
Parisi Gray Wealth Management
New Jersey
$90K -$11.7K -216 -11%
GFA
1560
Gifford Fong Associates
California
$90K – – –
MFBTD
1561
MB Financial Bank - Trust Department
Illinois
$84K -$11.8K -219 -12%
WCG
1562
Weaver Consulting Group
California
$83K +$83K +1,507 New
TCM
1563
TD Capital Management
Tennessee
$82K – – –
MCA
1564
Mercer Capital Advisers
New Jersey
$81K – – –
CAM
1565
CenterStar Asset Management
Illinois
$81K -$372K – –
CA
1566
Centerpoint Advisors
Massachusetts
$81K – – –
AF
1567
Allworth Financial
California
$80K -$7.84K -146 -9%
AWM
1568
AllSquare Wealth Management
New York
$80K -$7.42K -138 -8%
LWM
1569
Lenox Wealth Management
Ohio
$80K +$1.4K +26 +2%
LC
1570
Lindbrook Capital
California
$78K -$11.3K -210 -13%
BWL
1571
Bogart Wealth LLC
Virginia
$78K -$6.14K -115 -7%
GSWM
1572
Golden State Wealth Management
California
$76K +$76K +1,408 New
SIM
1573
Sonora Investment Management
Arizona
$75K -$12.6K -234 -14%
DAM
1574
Delta Asset Management
Tennessee
$74K – – –
PCM
1575
Princeton Capital Management
New Jersey
$70K -$9.03K -167 -11%
61 62
63
64 65