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CVS Health
CVS

Overview Fund Activity

1,837 hedge funds and large institutions have $75.3B invested in CVS Health in 2019 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 723 increasing their positions, 708 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,837
Holders Change
+157
Holders Change %
+9.35%
% of All Funds
36.28%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.92%
New
252
Increased
723
Reduced
708
Closed
73
Calls
$2.15B
Puts
$1.63B
Net Calls
+$524M
Net Calls Change
+$375M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$719M
2
Truist Financial
Truist Financial
North Carolina
+$238M
3
Morgan Stanley
Morgan Stanley
New York
+$187M
4
DZ Bank
DZ Bank
Germany
+$185M
5
LSV Asset Management
LSV Asset Management
Illinois
+$126M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$442M
2
State Street
State Street
Massachusetts
-$357M
3
Franklin Resources
Franklin Resources
California
-$247M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$185M
5
VVP
Vulcan Value Partners
Alabama
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
1551
Logan Capital Management
Pennsylvania
$279K +$22.3K +300 +9%
VNB
1552
Virginia National Bank
Virginia
$278K -$32.5K -437 -10%
BCWM
1553
Blue Chip Wealth Management
Florida
$277K -$22.6K -304 -8%
PG
1554
Patten Group
Tennessee
$276K +$17.8K +240 +7%
EFSCE
1555
Enterprise Financial Services Corp (EFSC)
Missouri
$272K -$111K -1,498 -29%
DMC
1556
Drexel Morgan & Co
Pennsylvania
$270K – – –
OR
1557
Olympiad Research
Connecticut
$270K +$270K +3,633 New
DDC
1558
DF Dent & Co
Maryland
$269K – – –
HPWM
1559
Highland Private Wealth Management
Washington
$269K +$4.38K +59 +2%
FG
1560
Fiduciary Group
Georgia
$264K -$226K -3,035 -46%
WAP
1561
Wealthcare Advisory Partners
Pennsylvania
$263K +$23.5K +317 +10%
GWS
1562
Glassman Wealth Services
Virginia
$262K +$1.71K +23 +0.7%
SC
1563
Slow Capital
California
$261K +$261K +3,518 New
CRWM
1564
Castle Rock Wealth Management
California
$260K -$656K -8,886 -72%
FC
1565
Fulcrum Capital
Washington
$260K – – –
WG
1566
Watchman Group
Texas
$260K +$260K +3,503 New
VWA
1567
V Wealth Advisors
Kansas
$259K – – –
GBT
1568
Grove Bank & Trust
Florida
$258K -$7.42K -100 -3%
MFG
1569
Magnus Financial Group
New York
$257K +$4.82K +65 +2%
GFS
1570
GYL Financial Synergies
Connecticut
$255K -$79.4K -1,068 -24%
WMA
1571
Wealth Management Associates
New Jersey
$255K +$10K +135 +4%
Fayez Sarofim & Co
1572
Fayez Sarofim & Co
Texas
$254K -$7.57K -102 -3%
QCIG
1573
Quad-Cities Investment Group
Iowa
$254K +$74 +1 +0%
IAP
1574
Indie Asset Partners
Indiana
$254K +$254K +3,415 New
BWAM
1575
Boyd Watterson Asset Management
Ohio
$254K +$254K +3,425 New
61 62
63
64 65