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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 %
HCA
1601
Heck Capital Advisors
Wisconsin
$234K +$9.14K +123 +4%
AP
1602
Appleton Partners
Massachusetts
$234K -$10.2K -137 -4%
TC
1603
Trilogy Capital
California
$234K +$234K +3,176 New
NAM
1604
NorthCoast Asset Management
Connecticut
$233K +$233K +3,135 New
TA
1605
TFG Advisers
Michigan
$233K +$233K +3,143 New
IIM
1606
Ipswich Investment Management
Massachusetts
$232K +$232K +3,120 New
XS
1607
XR Securities
Illinois
$231K +$231K +3,115 New
FSC
1608
Full Sail Capital
Oklahoma
$230K -$2.58K -35 -1%
MCM
1609
Murphy Capital Management
New Jersey
$230K +$230K +3,098 New
PFC
1610
Phocas Financial Corp
California
$230K +$230K +3,105 New
SIM
1611
SSI Investment Management
California
$228K +$228K +3,068 New
TIA
1612
Tiemann Investment Advisors
California
$226K – – –
BA
1613
Bristlecone Advisors
Washington
$225K +$225K +3,022 New
GCIA
1614
Gabelli & Co Investment Advisers
New York
$223K +$223K +3,000 New
LB
1615
Landmark Bank
Missouri
$223K +$223K +3,003 New
SFG
1616
StrategIQ Financial Group
Indiana
$222K +$222K +2,986 New
RMDI
1617
R.M. Davis Inc
Maine
$222K +$222K +2,993 New
NEPPG
1618
New England Professional Planning Group
Rhode Island
$222K +$222K +2,995 New
PP
1619
Paloma Partners
Connecticut
$221K -$451K -6,088 -67%
SOAMC
1620
Spirit of America Management Corp
New York
$220K – – –
LC
1621
Lindbrook Capital
California
$219K -$22.3K -301 -9%
PPSG
1622
Princeton Portfolio Strategies Group
New Jersey
$219K +$219K +2,950 New
AFM
1623
Andesa Financial Management
Pennsylvania
$218K -$50.4K -677 -19%
AA
1624
Argent Advisors
Louisiana
$217K +$217K +2,884 New
TF
1625
Tompkins Financial
New York
$215K +$36.8K +496 +21%
63 64
65
66 67