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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 %
LCM
1551
Leisure Capital Management
California
$244K – – –
IWS
1552
Insight Wealth Strategies
California
$244K +$30.3K +519 +14%
FIB
1553
First Interstate Bank
Montana
$243K -$48.5K -831 -17%
LC
1554
LCNB Corp
Ohio
$242K -$8.77K -150 -3%
BMM
1555
Buffington Mohr McNeal
Idaho
$242K +$27.7K +475 +13%
I2I
1556
Insight 2811 Inc
Illinois
$241K +$2.45K +42 +1%
MFG
1557
Menard Financial Group
Texas
$240K -$12.7K -218 -5%
WCM
1558
WealthBridge Capital Management
Ohio
$240K -$10.9K -187 -4%
SIM
1559
Spark Investment Management
New York
$239K – – –
TA
1560
TFG Advisers
Michigan
$239K +$11.4K +196 +5%
AWA
1561
Arkadios Wealth Advisors
Georgia
$238K +$45.1K +757 +23%
MTC
1562
McDaniel Terry & Co
Texas
$237K -$8.99M -154,184 -97%
TIA
1563
Trust Investment Advisors
Indiana
$237K -$7.72K -132 -3%
LB
1564
Legacy Bridge
Iowa
$237K -$4.38K -75 -2%
LWA
1565
Lineweaver Wealth Advisors
Ohio
$237K +$33.1K +569 +16%
SF
1566
Symphony Financial
Texas
$236K +$41.2K +705 +21%
FCM
1567
Fairbanks Capital Management
California
$235K -$55.5K -950 -19%
ALAM
1568
Asahi Life Asset Management
Japan
$234K -$114K -1,950 -33%
FC
1569
Fulcrum Capital
Washington
$234K – – –
CC
1570
Cannell & Co
New York
$232K – – –
OIA
1571
Optimum Investment Advisors
Illinois
$231K -$49K -841 -18%
FG
1572
Fiduciary Group
Georgia
$231K +$700 +12 +0.3%
ADL
1573
Asset Dedication LLC
California
$231K +$11.9K +205 +5%
HIIFS
1574
Harel Insurance Investments & Financial Services
Israel
$231K +$228K +3,893 +6,712%
GC
1575
Gilbert & Cook
Iowa
$228K +$22.5K +385 +11%
61 62
63
64 65