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CVS Health
CVS

Overview Fund Activity

1,680 hedge funds and large institutions have $63.8B invested in CVS Health in 2019 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 771 increasing their positions, 625 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,680
Holders Change
+29
Holders Change %
+1.76%
% of All Funds
36.9%
Holding in Top 10
84
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+75%
% of All Funds
1.84%
New
137
Increased
771
Reduced
625
Closed
95
Calls
$1.5B
Puts
$1.35B
Net Calls
+$150M
Net Calls Change
+$441M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
2
BlackRock
BlackRock
New York
+$199M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$163M
4
CS
Credit Suisse
Switzerland
+$151M
5
Capital International Investors
Capital International Investors
California
+$108M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$349M
2
Franklin Resources
Franklin Resources
California
-$180M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$169M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$146M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1576
Hudock Inc
Pennsylvania
$84K +$47.7K +758 +132%
ADL
1577
Asset Dedication LLC
California
$80K +$40.2K +643 +101%
DAM
1578
Delta Asset Management
Tennessee
$79K – – –
FPFS
1579
First Personal Financial Services
North Carolina
$76K -$1.31M -20,826 -95%
1832 Asset Management
1580
1832 Asset Management
Ontario, Canada
$76K -$1.13M -17,850 -94%
RFA
1581
Reilly Financial Advisors
California
$76K -$557K -8,887 -88%
BWM
1582
Baystate Wealth Management
Massachusetts
$76K +$63 +1 +0.1%
PCM
1583
Penserra Capital Management
California
$74K +$19.9K +320 +37%
TL
1584
TrueWealth LLC
Georgia
$73K +$38.3K +604 +110%
LFG
1585
Larson Financial Group
Missouri
$71K +$567 +9 +0.8%
PCM
1586
Princeton Capital Management
New Jersey
$69K -$6.3K -100 -8%
GAM
1587
Gemmer Asset Management
California
$69K +$2.52K +40 +4%
SIA
1588
SeaBridge Investment Advisors
New Jersey
$63K +$31.5K +500 +100%
PB
1589
Pinnacle Bancorp
Nebraska
$62K +$4.41K +70 +8%
CT
1590
Clearstead Trust
Maine
$61K – – –
FL
1591
Fort LP
Maryland
$58K -$261K -4,132 -82%
AWM
1592
AllSquare Wealth Management
New York
$58K -$22.8K -363 -28%
CFG
1593
CKW Financial Group
Hawaii
$56K – – –
PO
1594
Private Ocean
California
$56K – – –
AA
1595
AlphaMark Advisors
Kentucky
$56K +$44.2K +701 +373%
NCM
1596
Next Capital Management
New York
$54K -$378 -6 -0.7%
NCM
1597
Nelson Capital Management
California
$54K +$31.4K +500 +139%
CA
1598
Crewe Advisors
Utah
$53K -$318K -5,010 -86%
WPA
1599
West Paces Advisors
Georgia
$48.6K +$1.96K +31 +4%
HI
1600
Human Investing
Oregon
$48K +$48K +760 New
62 63
64
65 66