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CVS Health
CVS

Overview Fund Activity

1,837 hedge funds and large institutions have $75.3B invested in CVS Health in 2019 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 723 increasing their positions, 708 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,837
Holders Change
+157
Holders Change %
+9.35%
% of All Funds
36.28%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.92%
New
252
Increased
723
Reduced
708
Closed
73
Calls
$2.15B
Puts
$1.63B
Net Calls
+$524M
Net Calls Change
+$375M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$719M
2
Truist Financial
Truist Financial
North Carolina
+$238M
3
Morgan Stanley
Morgan Stanley
New York
+$187M
4
DZ Bank
DZ Bank
Germany
+$185M
5
LSV Asset Management
LSV Asset Management
Illinois
+$126M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$442M
2
State Street
State Street
Massachusetts
-$357M
3
Franklin Resources
Franklin Resources
California
-$247M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$185M
5
VVP
Vulcan Value Partners
Alabama
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
1626
Carmichael Hill & Associates
Maryland
$215K +$215K +2,896 New
SSWM
1627
Smith Salley Wealth Management
North Carolina
$215K +$215K +2,897 New
MG
1628
Mather Group
Illinois
$215K +$215K +2,898 New
PAS
1629
Park Avenue Securities
New York
$214K +$214K +2,876 New
LCM
1630
LVM Capital Management
Michigan
$213K +$213K +2,863 New
RG
1631
Renaissance Group
Kentucky
$213K +$213K +2,869 New
MPI
1632
Mairs & Power Inc
Minnesota
$213K +$213K +2,873 New
RWP
1633
RWA Wealth Partners
Massachusetts
$212K +$212K +2,854 New
BPA
1634
Beacon Pointe Advisors
California
$211K +$211K +2,844 New
CBT
1635
Central Bank & Trust
Kentucky
$210K – – –
BPWA
1636
Beacon Pointe Wealth Advisors
California
$209K +$209K +2,813 New
MCM
1637
McRae Capital Management
New Jersey
$208K +$208K +2,800 New
MFW
1638
Mosaic Family Wealth
Missouri
$208K +$208K +2,804 New
OPS
1639
Orion Portfolio Solutions
Nebraska
$208K +$208K +2,805 New
PIMG
1640
Patriot Investment Management Group
Tennessee
$208K +$208K +2,807 New
AWE
1641
Avidian Wealth Enterprises
Texas
$207K +$207K +2,782 New
PCM
1642
Prelude Capital Management
New York
$207K +$207K +2,785 New
TFS
1643
Thoroughbred Financial Services
Tennessee
$205K -$188K -2,533 -48%
BRC
1644
Bell Rock Capital
Delaware
$205K +$27.2K +367 +15%
FWCM
1645
Ferguson Wellman Capital Management
Oregon
$205K +$205K +2,758 New
AL
1646
Aspiriant LLC
California
$204K -$94.8K -1,275 -32%
FAB
1647
First American Bank
Illinois
$204K +$204K +2,743 New
NL
1648
NWAM LLC
Washington
$204K +$204K +2,748 New
CCMT
1649
CMT Capital Markets Trading
Germany
$204K +$204K +2,750 New
RM
1650
Resource Management
Louisiana
$204K +$204K +2,751 New
64 65
66
67 68