CVS icon

CVS Health
CVS

Overview Fund Activity

1,809 hedge funds and large institutions have $59.8B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 873 increasing their positions, 645 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
-28
Holders Change %
-1.52%
% of All Funds
39.96%
Holding in Top 10
103
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.19%
% of All Funds
2.28%
New
154
Increased
873
Reduced
645
Closed
153
Calls
$1.93B
Puts
$1.12B
Net Calls
+$806M
Net Calls Change
+$281M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$301M
2
Morgan Stanley
Morgan Stanley
New York
+$199M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
LSV Asset Management
LSV Asset Management
Illinois
+$162M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16B
2
Parnassus Investments
Parnassus Investments
California
-$622M
3
Boston Partners
Boston Partners
Massachusetts
-$374M
4
CSIA
Charles Schwab Investment Advisory
California
-$315M
5
Lazard Asset Management
Lazard Asset Management
New York
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1626
Alpha Windward
Massachusetts
$185K -$8.31K -140 -4%
HCA
1627
Heck Capital Advisors
Wisconsin
$181K -$5.7K -96 -3%
AWA
1628
Arkadios Wealth Advisors
Georgia
$178K +$66.4K +1,119 +59%
SFSIG
1629
San Francisco Sentry Investment Group
California
$176K -$82.7K -1,394 -32%
CHA
1630
Carmichael Hill & Associates
Maryland
$175K +$3.09K +52 +2%
EWM
1631
EPG Wealth Management
Georgia
$169K -$73.6K -1,242 -30%
CBT
1632
Central Bank & Trust
Kentucky
$168K – – –
PA
1633
Procyon Advisors
Connecticut
$162K +$25.5K +428 +19%
BCA
1634
Berman Capital Advisors
Georgia
$158K +$16K +272 +11%
ACM
1635
AUA Capital Management
Pennsylvania
$157K – – –
SBL
1636
Sargent Bickham Lagudis
Colorado
$157K +$6.77K +114 +5%
CAW
1637
Cornerstone Advisors (Washington)
Washington
$156K +$44K +742 +39%
RE
1638
RBC Europe
United Kingdom
$153K +$6.23K +105 +4%
VIM
1639
Veritas Investment Management
United Kingdom
$151K – – –
FQ
1640
First Quadrant
California
$148K – – –
TF
1641
Tompkins Financial
New York
$146K -$26.4K -443 -15%
WOC
1642
West Oak Capital
California
$142K – – –
PWMG
1643
Prestige Wealth Management Group
New Jersey
$142K +$1.48K +25 +1%
LC
1644
Lindbrook Capital
California
$137K -$38.2K -644 -22%
ARMC
1645
American Research & Management Company
Massachusetts
$137K – – –
CIA
1646
CSat Investment Advisory
Michigan
$135K +$23.6K +399 +21%
WCA
1647
Windsor Creek Advisors
Vermont
$132K +$132K +2,223 New
KPW
1648
Kore Private Wealth
New York
$126K +$6.97K +118 +6%
BWM
1649
Baystate Wealth Management
Massachusetts
$124K -$473 -8 -0.4%
HWA
1650
HHM Wealth Advisors
Tennessee
$121K +$121K +2,041 New
64 65
66
67 68