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CVS Health
CVS

Overview Fund Activity

1,595 hedge funds and large institutions have $61.8B invested in CVS Health in 2017 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 503 increasing their positions, 766 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
+67
Holders Change %
+4.38%
% of All Funds
36.23%
Holding in Top 10
37
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-43.94%
% of All Funds
0.84%
New
219
Increased
503
Reduced
766
Closed
136
Calls
$656M
Puts
$1B
Net Calls
-$346M
Net Calls Change
-$223M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$491M
2
AIG
American International Group
New York
+$478M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$458M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$406M
5
GCM
Glenview Capital Management
New York
+$395M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$853M
2
Bank of America
Bank of America
North Carolina
-$755M
3
UBS Group
UBS Group
Switzerland
-$464M
4
LSV Asset Management
LSV Asset Management
Illinois
-$378M
5
AAMU
Amundi Asset Management US
Massachusetts
-$320M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
1651
Sheets Smith Wealth Management
North Carolina
– -$757K -9,310 Closed
LTI
1652
Laffer Tengler Investments
Tennessee
– -$756K -9,292 Closed
AWA
1653
Arete Wealth Advisors
Illinois
– -$748K -9,200 Closed
QSS
1654
Quantitative Systematic Strategies
Florida
– -$743K -9,136 Closed
PP
1655
Pegasus Partners
Wisconsin
– -$733K -9,010 Closed
CCM
1656
CrestPoint Capital Management
Missouri
– -$716K -8,800 Closed
BCM
1657
Boltwood Capital Management
California
– -$696K -8,565 Closed
ODCM
1658
Old Dominion Capital Management
Virginia
– -$663K -8,155 Closed
NFC
1659
Northeast Financial Consultants
Connecticut
– -$638K -7,849 Closed
AIA
1660
Armor Investment Advisors
North Carolina
– -$575K -7,071 Closed
NAMA
1661
Nikko Asset Management Americas
New York
– -$545K -6,700 Closed
ASC
1662
Atalanta Sosnoff Capital
New York
– -$534K -6,570 Closed
WI
1663
Wafra Inc
New York
– -$512K -6,302 Closed
DAS
1664
Dynamic Advisor Solutions
Arizona
– -$505K -6,208 Closed
BIA
1665
Barry Investment Advisors
Massachusetts
– -$474K -5,825 Closed
ZB
1666
Zions Bancorporation
Utah
– -$469K -5,782 Closed
HCM
1667
Hutner Capital Management
Vermont
– -$410K -5,042 Closed
CAM
1668
Covenant Asset Management
New Jersey
– -$396K -4,867 Closed
GC
1669
Guardian Capital
Ontario, Canada
– -$394K -4,841 Closed
HFA
1670
High Falls Advisors
New York
– -$386K -4,749 Closed
CCMG
1671
Clark Capital Management Group
Pennsylvania
– -$381K -4,687 Closed
MC
1672
Mathes Company
New York
– -$381K -4,684 Closed
SCA
1673
Sippican Capital Advisors
Massachusetts
– -$377K -4,635 Closed
LRPA
1674
L. Roy Papp & Associates
Arizona
– -$340K -4,179 Closed
CA
1675
CapWealth Advisors
Tennessee
– -$339K -4,165 Closed
65 66
67
68 69