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CVS Health
CVS

Overview Fund Activity

1,680 hedge funds and large institutions have $63.8B invested in CVS Health in 2019 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 771 increasing their positions, 625 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,680
Holders Change
+29
Holders Change %
+1.76%
% of All Funds
36.9%
Holding in Top 10
84
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+75%
% of All Funds
1.84%
New
137
Increased
771
Reduced
625
Closed
95
Calls
$1.5B
Puts
$1.35B
Net Calls
+$150M
Net Calls Change
+$441M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.55B
2
BlackRock
BlackRock
New York
$5.89B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$788M
4
CS
Credit Suisse
Switzerland
$281M
5
Capital International Investors
Capital International Investors
California
$1.53B

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
$425M
2
Franklin Resources
Franklin Resources
California
$1.34B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$185M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
$6.81M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$61.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
1626
Capital Advisory Group Advisory Services
Minnesota
$27K -$19K -297 -41%
ECM
1627
Estabrook Capital Management
New York
$26.6K +$7.63K +121 +40%
BCA
1628
Bray Capital Advisors
Florida
$26K -$54.9K -882 -68%
VCM
1629
Versant Capital Management
Arizona
$26K +$247 +4 +1%
AIS
1630
Accurate Investment Solutions
Pennsylvania
$25K – – –
FWC
1631
First Washington Corp
Washington
$25K – – –
IFAM
1632
Institutional & Family Asset Management
Colorado
$24K +$11.1K +175 +86%
GWAG
1633
Garrett Wealth Advisory Group
Texas
$22.6K +$22.6K +358 New
FRA
1634
Front Row Advisors
California
$20K -$2.06K -33 -9%
ME
1635
McIlrath & Eck
Washington
$20K – – –
RBC
1636
Roble Belko & Company
Pennsylvania
$19K -$176K -2,783 -90%
AA
1637
Advisory Alpha
Michigan
$18.7K +$18.7K +307 New
TC
1638
Trust Company
Kansas
$18K +$6.32K +100 +54%
KLWA
1639
Kelly Lawrence W & Associates
California
$17K – – –
FPS
1640
Fieldpoint Private Securities
Connecticut
$17K +$2.46K +40 +17%
TI
1641
Truehand Inc
New Hampshire
$16K – – –
BDS
1642
Banco de Sabadell
Florida
$15K -$63.8K -1,000 -81%
MAM
1643
Marquette Asset Management
Minnesota
$14K +$14K +225 New
HCM
1644
Hilton Capital Management
New York
$13K – – –
LWA
1645
Lowe Wealth Advisors
Maryland
$13K +$61 +1 +0.5%
FEG
1646
Financial Enhancement Group
Indiana
$11K – – –
THWM
1647
Taylor Hoffman Wealth Management
Virginia
$9K – – –
BCI
1648
Brinker Capital Investments
Pennsylvania
$8K -$96.9K -1,526 -92%
LWA
1649
Lenox Wealth Advisors
New York
$7K +$6.26K +93 +845%
UB
1650
UMB Bank
Missouri
$6.83K +$484 +7,673 +8%
64 65
66
67 68