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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 %
HWA
1551
HCR Wealth Advisors
California
$274K -$15.1K -233 -5%
HFG
1552
Heron Financial Group
New York
$274K -$6.57K -105 -2%
PIA
1553
Pinion Investment Advisors
Kansas
$274K +$4.02K +62 +1%
SWA
1554
Sutton Wealth Advisors
Florida
$273K +$2.08K +32 +0.8%
Two Sigma Advisers
1555
Two Sigma Advisers
New York
$273K -$12.1M -186,800 -98%
SL
1556
Savior LLC
Massachusetts
$273K -$7.6K -117 -3%
LCM
1557
Leisure Capital Management
California
$272K -$32.8K -504 -11%
FA
1558
Faithward Advisors
Pennsylvania
$272K – – –
TIA
1559
Trust Investment Advisors
Indiana
$272K – – –
SL
1560
Stevard LLC
Illinois
$272K +$272K +4,182 New
CMBA
1561
C.M. Bidwell & Associates
Hawaii
$271K -$119K -1,832 -31%
AWM
1562
Argent Wealth Management
Massachusetts
$270K -$4.73K -73 -2%
LB
1563
Legacy Bridge
Iowa
$269K -$48.2K -741 -15%
WA
1564
Wealth Architects
California
$269K -$2.34K -36 -0.9%
FI
1565
Fosun International
China
$268K +$268K +4,167 New
SAM
1566
SignalPoint Asset Management
Missouri
$266K -$19.1K -295 -7%
MFW
1567
Meristem Family Wealth
Minnesota
$266K -$10.4K -160 -4%
SIM
1568
Spark Investment Management
New York
$266K – – –
SWA
1569
SFMG Wealth Advisors
Texas
$264K -$489K -7,535 -65%
RCA
1570
Ranch Capital Advisors
Florida
$264K -$296K -4,508 -53%
CAG
1571
Csenge Advisory Group
Florida
$264K +$264K +4,070 New
LCS
1572
Levin Capital Strategies
New York
$263K – – –
I2I
1573
Insight 2811 Inc
Illinois
$261K -$38.4K -602 -13%
HCA
1574
Heck Capital Advisors
Wisconsin
$260K +$61.7K +949 +31%
IUHSA
1575
Itau Unibanco Holding S.A.
Brazil
$260K +$52K +800 +25%
61 62
63
64 65