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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 %
SBL
1601
Sargent Bickham Lagudis
Colorado
$243K +$71.2K +1,096 +41%
ACM
1602
AlphaCrest Capital Management
New York
$242K -$397K -6,107 -62%
LA
1603
LVW Advisors
New York
$242K +$21.4K +329 +10%
RCG
1604
Rock Creek Group
District of Columbia
$242K +$242K +3,722 New
KFI
1605
Key Financial Inc
Pennsylvania
$241K +$4.83K +75 +2%
GSWM
1606
Golden State Wealth Management
California
$239K +$134K +2,066 +129%
IWS
1607
Insight Wealth Strategies
California
$238K +$10.7K +165 +5%
QCIG
1608
Quad-Cities Investment Group
Iowa
$238K +$15.6K +240 +7%
BMM
1609
Buffington Mohr McNeal
Idaho
$238K +$238K +3,670 New
ECM
1610
Estabrook Capital Management
New York
$237K +$11.4K +175 +5%
LJAC
1611
L.J. Altfest & Co
New York
$237K -$349K -5,375 -60%
SVWAG
1612
Sound View Wealth Advisors Group
Georgia
$237K +$237K +3,642 New
PWS
1613
Private Wealth Strategies
Ohio
$237K +$237K +3,650 New
TAM
1614
Trust Asset Management
Texas
$237K +$237K +3,655 New
CSWG
1615
Cardinal Strategic Wealth Guidance
Kentucky
$236K – – –
DMC
1616
Drexel Morgan & Co
Pennsylvania
$236K – – –
CNBTD
1617
Citizens National Bank Trust Department
Mississippi
$236K – – –
BSB
1618
Bangor Savings Bank
Maine
$235K +$15.6K +240 +7%
CSIC
1619
Clifford Swan Investment Counsel
California
$234K -$51.7K -798 -18%
TCM
1620
Tradewinds Capital Management
Washington
$234K -$1.04K -16 -0.4%
GAM
1621
Gould Asset Management
California
$234K – – –
WOC
1622
West Oak Capital
California
$234K +$78.1K +1,200 +50%
WCM
1623
Washburn Capital Management
Florida
$234K +$234K +3,605 New
MWM
1624
Mission Wealth Management
California
$232K -$53.1K -817 -19%
GBT
1625
Grove Bank & Trust
Florida
$232K +$232K +3,569 New
63 64
65
66 67