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CVS Health
CVS

Overview Fund Activity

1,651 hedge funds and large institutions have $54.6B invested in CVS Health in 2019 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 753 increasing their positions, 660 reducing their positions, and 153 closing their positions.

Holders
1,651
Holders Change
-53
Holders Change %
-3.11%
% of All Funds
35.91%
Holding in Top 10
48
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+37.14%
% of All Funds
1.04%
New
123
Increased
753
Reduced
660
Closed
153
Calls
$1.14B
Puts
$1.44B
Net Calls
-$291M
Net Calls Change
+$32.6M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$660M
2
Franklin Resources
2
Franklin Resources
California
$1.31B
3
UBS Group
3
UBS Group
Switzerland
$454M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$177M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$130M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.02B
2
Parnassus Investments
2
Parnassus Investments
California
$395M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$153M
4
BlackRock
4
BlackRock
New York
$4.91B
5
MIHAS
5
Maj Invest Holding A/S
Denmark
$119K
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
1626
Financial Management Professionals
Texas
$6K 101 +101 New
EWA
1627
Evolution Wealth Advisors
Florida
$6K 106 +106 New
UB
1628
UMB Bank
Missouri
$5.48K 100,622 -20,874 -17%
LWANC
1629
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 83 – –
HS
1630
Horan Securities
United States
$5K 100 +100 New
MWM
1631
Meridian Wealth Management
Kentucky
$4.14K 7,605 -4,730 -38%
WAS
1632
Winch Advisory Services
Wisconsin
$4K 73 +73 New
JPLA
1633
Joseph P. Lucia & Associates
New York
$3K 64 -856 -93%
FBT
1634
First Bank & Trust
South Dakota
$3K 64 -163 -72%
HWM
1635
Holloway Wealth Management
Florida
– – – –
CMBA
1636
C.M. Bidwell & Associates
Hawaii
$3K 46 – –
NL
1637
NVWM LLC
Pennsylvania
$3K 50 – –
SFA
1638
Semmax Financial Advisors
North Carolina
$2K 28 -331 -92%
LFG
1639
LifePlan Financial Group
Ohio
$2K 42 -232 -85%
FCMT
1640
Founders Capital Management (Texas)
Texas
$2K 30 – –
TA
1641
TCG Advisors
Texas
$2K 38 +32 +533%
CT
1642
Chicago Trust
Illinois
$1.64K 30,096 +1,896 +7%
NDSI
1643
Newman Dignan & Sheerar Inc
Rhode Island
$1.38K 25,331 +870 +4%
ST
1644
Sageworth Trust
Pennsylvania
$1K 15 -600 -98%
LWA
1645
Lenox Wealth Advisors
New York
$1K 11 -528 -98%
NR
1646
Newfound Research
Massachusetts
$1K 16 – –
CIR
1647
Clear Investment Research
Georgia
$1K 16 – –
CAM
1648
ClariVest Asset Management
California
$1K 26 – –
NC
1649
NewSquare Capital
Pennsylvania
$1K 10 – –
JWM
1650
Janiczek Wealth Management
Colorado
$1K 22 – –
64 65
66
67 68