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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 %
FC
1576
Fulcrum Capital
Washington
$260K +$260K +4,000 New
AC
1577
Avestar Capital
New York
$259K +$259K +3,990 New
CC
1578
Cannell & Co
New York
$258K -$19.5K -300 -7%
FG
1579
Fiduciary Group
Georgia
$257K +$13K +200 +5%
AW
1580
Alpha Windward
Massachusetts
$257K +$54K +830 +27%
TA
1581
TFG Advisers
Michigan
$254K +$254K +3,912 New
MA
1582
MCF Advisors
Kentucky
$253K +$1.11K +17 +0.4%
JIM
1583
Jupiter Investment Management
United Kingdom
$252K +$19.5K +300 +8%
PFS
1584
Physicians Financial Services
North Carolina
$251K – – –
MCA
1585
Morris Capital Advisors
Pennsylvania
$251K +$2.14K +33 +0.9%
OWA
1586
Outlook Wealth Advisors
Texas
$251K +$19.4K +298 +8%
EFSCE
1587
Enterprise Financial Services Corp (EFSC)
Missouri
$250K +$9.76K +150 +4%
ET
1588
Equitable Trust
Tennessee
$249K -$45.3K -695 -15%
NAS
1589
Nicolet Advisory Services
Wisconsin
$249K +$9.61K +148 +4%
LA
1590
Legacy Advisors
Pennsylvania
$247K -$260K -4,000 -51%
BA
1591
Bristlecone Advisors
Washington
$247K +$247K +3,803 New
CAM
1592
CenterStar Asset Management
Illinois
$246K – – –
TF
1593
TimeScale Financial
Massachusetts
$245K – – –
PCP
1594
Proficio Capital Partners
Massachusetts
$245K +$14.5K +223 +6%
CA
1595
Calton & Associates
Florida
$245K +$20.6K +316 +9%
RWM
1596
Ritholtz Wealth Management
New York
$245K +$245K +3,773 New
HA
1597
Harborview Advisors
Maine
$244K +$195 +3 +0.1%
ADL
1598
Asset Dedication LLC
California
$244K +$31.9K +492 +15%
BI
1599
Bramshill Investments
Florida
$243K – – –
FL
1600
Fort LP
Maryland
$243K +$34.8K +537 +17%
62 63
64
65 66