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CVS Health
CVS

Overview Fund Activity

1,704 hedge funds and large institutions have $55B invested in CVS Health in 2019 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 855 increasing their positions, 595 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
-72
Holders Change %
-4.05%
% of All Funds
36.94%
Holding in Top 10
35
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-57.83%
% of All Funds
0.76%
New
148
Increased
855
Reduced
595
Closed
198
Calls
$1.12B
Puts
$1.44B
Net Calls
-$324M
Net Calls Change
-$683M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$239M
2
Capital International Investors
Capital International Investors
California
+$216M
3
Dodge & Cox
Dodge & Cox
California
+$205M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
5
State Street
State Street
Massachusetts
+$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$591M
2
GCM
Glenview Capital Management
New York
-$556M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$432M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
1626
Bay Harbor Wealth Management
Maryland
$30K +$28.5K +524 +1,871%
LWA
1627
Lenox Wealth Advisors
New York
$29K +$2.1K +39 +8%
RAM
1628
Riggs Asset Management
Pennsylvania
$29K +$10.7K +200 +58%
RIA
1629
RPG Investment Advisory
California
$28K – – –
APW
1630
Acima Private Wealth
Virginia
$28K +$1.23K +23 +5%
QAM
1631
QCI Asset Management
New York
$28K +$2.44K +45 +10%
CGT
1632
Capital Guardian Trust
California
$27K -$7.07K -129 -21%
PFSC
1633
Peoples Financial Services Corp
Pennsylvania
$27K -$6.26K -115 -19%
WCM
1634
Whitener Capital Management
North Carolina
$26K – – –
1NWS
1635
1 North Wealth Services
Maryland
$25K -$9.14K -170 -27%
PCP
1636
Proficio Capital Partners
Massachusetts
$24K -$88.2K -1,625 -79%
BRC
1637
Bell Rock Capital
Delaware
$23K +$159 +3 +0.7%
OFW
1638
Omnia Family Wealth
Florida
$22K -$9.52K -173 -30%
AIS
1639
Accurate Investment Solutions
Pennsylvania
$22K – – –
FWC
1640
First Washington Corp
Washington
$22K – – –
HI
1641
Hudock Inc
Pennsylvania
$20K -$44.8K -837 -69%
EWM
1642
Executive Wealth Management
Michigan
$19K -$41.5K -761 -69%
FRA
1643
Front Row Advisors
California
$19K -$3.93K -73 -17%
SFA
1644
Semmax Financial Advisors
North Carolina
$19K +$10.7K +203 +130%
SIAS
1645
Shine Investment Advisory Services
Colorado
$19K +$19K +350 New
TFO
1646
Tarbox Family Office
California
$18K -$16K -295 -47%
QCIG
1647
Quad-Cities Investment Group
Iowa
$18K +$55 +1 +0.3%
ME
1648
McIlrath & Eck
Washington
$17K +$161 +3 +1%
ECM
1649
Estabrook Capital Management
New York
$16.2K +$15.5K +288 +2,400%
RBC
1650
Roble Belko & Company
Pennsylvania
$16K – – –
64 65
66
67 68