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CVS Health
CVS

Overview Fund Activity

1,651 hedge funds and large institutions have $54.6B invested in CVS Health in 2019 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 753 increasing their positions, 660 reducing their positions, and 153 closing their positions.

Holders
1,651
Holders Change
-53
Holders Change %
-3.11%
% of All Funds
35.91%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
1.04%
New
123
Increased
753
Reduced
660
Closed
153
Calls
$1.14B
Puts
$1.44B
Net Calls
-$291M
Net Calls Change
+$32.6M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$660M
2
Franklin Resources
2
Franklin Resources
California
$1.31B
3
UBS Group
3
UBS Group
Switzerland
$454M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$177M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$130M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Parnassus Investments
2
Parnassus Investments
California
$395M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$153M
4
BlackRock
4
BlackRock
New York
$4.91B
5
MIHAS
5
Maj Invest Holding A/S
Denmark
$119K
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
1601
Transamerica Financial Advisors
Florida
$16K 286 +286 New
MWM
1602
Mascoma Wealth Management
New Hampshire
$15K 271 -12 -4%
KLWA
1603
Kelly Lawrence W & Associates
California
$14K 263 -668 -72%
TI
1604
Truehand Inc
New Hampshire
$14K 258 – –
O
1605
Ossiam
France
$13K 232 +232 New
FPS
1606
Fieldpoint Private Securities
Connecticut
$13K 237 +237 New
POIA
1607
Pin Oak Investment Advisors
Texas
$13K 241 +241 New
KCPG
1608
Kavar Capital Partners Group
Kansas
$13K 247 +247 New
LWA
1609
Lowe Wealth Advisors
Maryland
$12K 212 +2 +1%
EI
1610
Ellevest Inc
New York
$11K 11,264 -39 -0.3%
HCM
1611
Hilton Capital Management
New York
$11K 200 – –
IFAM
1612
Institutional & Family Asset Management
Colorado
$11K 204 – –
FCH
1613
Freestone Capital Holdings
Washington
$10K 184,177 -37,898 -17%
TC
1614
Trust Company
Kansas
$10K 185 – –
FEG
1615
Financial Enhancement Group
Indiana
$10K 180 – –
AA
1616
AlphaMark Advisors
Kentucky
$10K 188 +2 +1%
FGAM
1617
Financial Gravity Asset Management
Texas
$10K 189 +111 +142%
AWM
1618
Avior Wealth Management
Nebraska
$9K 161 -4,836 -97%
LPWM
1619
Lake Point Wealth Management
Texas
$9K 168 – –
AIM
1620
Arcadia Investment Management
Michigan
$8K 140 -726 -84%
DWM
1621
Destination Wealth Management
California
$8K 146 -30 -17%
THWM
1622
Taylor Hoffman Wealth Management
Virginia
$8K 144 – –
W
1623
WealthStone
Ohio
$6.43K 118 +118 New
BEI
1624
Benjamin Edwards Inc
Missouri
$6K 115 – –
BAMG
1625
Brand Asset Management Group
Missouri
$6K 101 – –
63 64
65
66 67