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CVS Health
CVS

Overview Fund Activity

1,809 hedge funds and large institutions have $59.8B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 873 increasing their positions, 645 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
-28
Holders Change %
-1.52%
% of All Funds
39.96%
Holding in Top 10
103
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.19%
% of All Funds
2.28%
New
154
Increased
873
Reduced
645
Closed
153
Calls
$1.93B
Puts
$1.12B
Net Calls
+$806M
Net Calls Change
+$281M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$301M
2
Morgan Stanley
Morgan Stanley
New York
+$199M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
LSV Asset Management
LSV Asset Management
Illinois
+$162M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16B
2
Parnassus Investments
Parnassus Investments
California
-$622M
3
Boston Partners
Boston Partners
Massachusetts
-$374M
4
CSIA
Charles Schwab Investment Advisory
California
-$315M
5
Lazard Asset Management
Lazard Asset Management
New York
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFO
1601
Stokes Family Office
Louisiana
$208K +$3.62K +61 +2%
GCIA
1602
Gabelli & Co Investment Advisers
New York
$208K +$29.7K +500 +17%
IWS
1603
Insight Wealth Strategies
California
$208K +$208K +3,501 New
WMA
1604
Wealth Management Associates
New Jersey
$207K +$3.62K +61 +2%
GWS
1605
Glassman Wealth Services
Virginia
$207K -$1.78K -30 -0.9%
KMWM
1606
Keudell/Morrison Wealth Management
Oregon
$207K +$5.69K +96 +3%
HIA
1607
Harbor Investment Advisory
Maryland
$207K +$72.9K +1,230 +54%
ECM
1608
Estabrook Capital Management
New York
$206K +$10.4K +175 +5%
OC
1609
Oakworth Capital
Alabama
$206K -$22.5K -379 -10%
CA
1610
Calton & Associates
Florida
$205K -$52.2K -877 -20%
KLCM
1611
KG&L Capital Management
Louisiana
$205K -$19.4K -327 -9%
GSIS
1612
Global Strategic Investment Solutions
Arizona
$205K +$205K +3,451 New
QCIG
1613
Quad-Cities Investment Group
Iowa
$204K +$59 +1 +0%
Fayez Sarofim & Co
1614
Fayez Sarofim & Co
Texas
$203K – – –
OPS
1615
Orion Portfolio Solutions
Nebraska
$203K +$36.6K +616 +22%
RPWA
1616
Regent Peak Wealth Advisors
Georgia
$202K -$824K -13,914 -80%
MHIC
1617
Marble Harbor Investment Counsel
Massachusetts
$202K +$202K +3,406 New
WTB
1618
Washington Trust Bank
Washington
$201K -$344K -5,794 -63%
LA
1619
LVW Advisors
New York
$201K +$201K +3,390 New
BSB
1620
Bangor Savings Bank
Maine
$200K -$52.4K -884 -21%
ADL
1621
Asset Dedication LLC
California
$195K +$115K +1,933 +145%
IUHSA
1622
Itau Unibanco Holding S.A.
Brazil
$190K -$1.2M -20,298 -86%
DWM
1623
Darwin Wealth Management
Florida
$190K -$182K -3,073 -49%
TIA
1624
Tiemann Investment Advisors
California
$190K +$9.49K +160 +5%
FL
1625
Fort LP
Maryland
$190K +$190K +3,208 New
63 64
65
66 67