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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 %
CMBA
1576
C.M. Bidwell & Associates
Hawaii
$253K -$546K -7,340 -68%
BO
1577
BRR OpCo
Ohio
$253K -$369K -4,963 -59%
HA
1578
Harborview Advisors
Maine
$253K -$7.36K -99 -3%
CCFCSB
1579
Cape Cod Five Cents Savings Bank
Massachusetts
$253K +$5.34K +72 +2%
KMWM
1580
Keudell/Morrison Wealth Management
Oregon
$252K +$3.41K +46 +1%
FMB
1581
Field & Main Bank
Kentucky
$252K +$23.5K +316 +10%
DTL
1582
Dynamic Technology Lab
Singapore
$252K +$252K +3,395 New
PP
1583
Palladium Partners
Virginia
$251K -$73.9K -995 -23%
CL
1584
CPWM LLC
Washington
$250K +$250K +3,370 New
SFO
1585
Stokes Family Office
Louisiana
$250K +$250K +3,445 New
RWMH
1586
Riverpoint Wealth Management Holdings
Illinois
$249K +$1.12K +15 +0.4%
DTC
1587
Davidson Trust Company
Washington
$249K +$249K +3,354 New
HFA
1588
High Falls Advisors
New York
$247K +$223 +3 +0.1%
NNP
1589
Nachman Norwood & Parrott
South Carolina
$246K +$246K +3,306 New
ECM
1590
Estabrook Capital Management
New York
$245K +$214K +2,879 +684%
OWA
1591
Outlook Wealth Advisors
Texas
$245K -$107K -1,436 -30%
FIG
1592
FundX Investment Group
California
$243K – – –
AW
1593
Alpha Windward
Massachusetts
$242K -$518K -6,970 -68%
GDP
1594
Great Diamond Partners
Maine
$239K +$239K +3,218 New
PFA
1595
Pure Financial Advisors
California
$238K – – –
CWP
1596
Capital Wealth Planning
Florida
$237K +$237K +3,189 New
PV
1597
Private Vista
Illinois
$237K +$237K +3,190 New
MIFH
1598
Migdal Insurance & Financial Holdings
Israel
$236K +$15.3K +207 +7%
AA
1599
Apriem Advisors
California
$236K +$236K +3,178 New
PCP
1600
Proficio Capital Partners
Massachusetts
$235K +$235K +3,162 New
62 63
64
65 66