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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
1601
Bangor Savings Bank
Maine
$211K -$292 -5 -0.1%
TCM
1602
Tradewinds Capital Management
Washington
$211K – – –
CNBTD
1603
Citizens National Bank Trust Department
Mississippi
$211K – – –
CSWG
1604
Cardinal Strategic Wealth Guidance
Kentucky
$211K – – –
CCM
1605
Coldstream Capital Management
Washington
$210K -$58.4K -999 -22%
PP
1606
Palladium Partners
Virginia
$210K +$17.5K +299 +9%
MFW
1607
Mosaic Family Wealth
Missouri
$210K +$210K +3,589 New
OC
1608
Oakworth Capital
Alabama
$209K +$10.2K +175 +5%
CL
1609
Choreo LLC
Illinois
$208K – – –
NP
1610
NorthRock Partners
Minnesota
$208K +$2.16K +37 +1%
SAM
1611
SignalPoint Asset Management
Missouri
$207K -$32.2K -552 -13%
WG
1612
Watchman Group
Texas
$205K – – –
GBT
1613
Grove Bank & Trust
Florida
$204K -$4.02K -69 -2%
GCIA
1614
Gabelli & Co Investment Advisers
New York
$204K – – –
SM
1615
SG3 Management
Puerto Rico
$204K – – –
WAM
1616
Wakefield Asset Management
Colorado
$204K +$701 +12 +0.3%
TFM
1617
TFC Financial Management
Massachusetts
$203K +$203K +3,477 New
RWM
1618
Ritholtz Wealth Management
New York
$202K -$18.3K -314 -8%
GSIS
1619
Global Strategic Investment Solutions
Arizona
$202K – – –
RWMH
1620
Riverpoint Wealth Management Holdings
Illinois
$202K +$1.46K +25 +0.7%
RM
1621
Resource Management
Louisiana
$202K +$13K +222 +7%
MG
1622
Mather Group
Illinois
$202K +$202K +3,460 New
RCM
1623
RB Capital Management
Nevada
$201K -$70.7K -1,197 -26%
RCA
1624
Ranch Capital Advisors
Florida
$201K -$33.1K -570 -14%
BWAM
1625
Boyd Watterson Asset Management
Ohio
$200K -$350 -6 -0.2%
63 64
65
66 67