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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
$2.55B
2
BlackRock
BlackRock
New York
$5.89B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$788M
4
CS
Credit Suisse
Switzerland
$281M
5
Capital International Investors
Capital International Investors
California
$1.53B

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$425M
2
Franklin Resources
Franklin Resources
California
$1.34B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$185M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$6.81M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TS
1601
Twin Securities
New York
$47K -$13.8M -221,557 -100%
GCM
1602
Gables Capital Management
Florida
$47K – – –
PCC
1603
Park Circle Company
Maryland
$44K – – –
TIM
1604
Tortoise Investment Management
New York
$44K – – –
SIS
1605
Sound Income Strategies
Florida
$44K +$7.06K +111 +19%
CFN
1606
Cordasco Financial Network
Florida
$44K +$44K +690 New
GSC
1607
G&S Capital
Colorado
$43K -$20.5K -323 -32%
CAC
1608
Certified Advisory Corp
Florida
$41K -$3.61K -57 -8%
PCFFS
1609
Pacific Center for Financial Services
California
$39K -$17.8K -285 -31%
CJA
1610
C-J Advisory
California
$39K – – –
WCM
1611
Whitener Capital Management
North Carolina
$39K +$11.5K +186 +42%
GI
1612
Gradient Investments
Minnesota
$39K +$17.1K +271 +78%
HIM
1613
Hillsdale Investment Management
Ontario, Canada
$39K +$39K +620 New
EARNEST Partners
1614
EARNEST Partners
Georgia
$38K – – –
BWA
1615
Burt Wealth Advisors
Maryland
$38K – – –
PFSC
1616
Peoples Financial Services Corp
Pennsylvania
$38K +$6.9K +110 +22%
TFO
1617
Tarbox Family Office
California
$37K – – –
LF
1618
Lee Financial
Texas
$36K +$189 +3 +0.5%
QAM
1619
QCI Asset Management
New York
$33K – – –
APW
1620
Acima Private Wealth
Virginia
$33K – – –
GWMIA
1621
Global Wealth Management Investment Advisory
Florida
$31K -$7.49K -120 -19%
LWM
1622
Liberty Wealth Management
California
$29K -$9.37K -146 -24%
1NWS
1623
1 North Wealth Services
Maryland
$29K +$29K +465 New
GT
1624
Glenmede Trust
Pennsylvania
$28.2K +$1.52K +24,050 +6%
KFS
1625
Kelly Financial Services
Massachusetts
$27.3K -$2.21K -35 -7%
63 64
65
66 67