CVS icon

CVS Health
CVS

Overview Fund Activity

1,704 hedge funds and large institutions have $55B invested in CVS Health in 2019 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 855 increasing their positions, 595 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
-72
Holders Change %
-4.05%
% of All Funds
36.94%
Holding in Top 10
35
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-57.83%
% of All Funds
0.76%
New
148
Increased
855
Reduced
595
Closed
198
Calls
$1.12B
Puts
$1.44B
Net Calls
-$324M
Net Calls Change
-$683M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$239M
2
Capital International Investors
Capital International Investors
California
+$216M
3
Dodge & Cox
Dodge & Cox
California
+$205M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$199M
5
State Street
State Street
Massachusetts
+$167M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$591M
2
GCM
Glenview Capital Management
New York
-$556M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$538M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$432M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCC
1651
Park Circle Company
Maryland
$16K +$16K +300 New
MWM
1652
Mascoma Wealth Management
New Hampshire
$15K -$2.12K -40 -12%
LFG
1653
LifePlan Financial Group
Ohio
$15K +$12.3K +225 +459%
AA
1654
Advisory Alpha
Michigan
$14.8K +$14.8K +268 New
FNC
1655
First National Corp
Massachusetts
$14K -$17.8K -340 -56%
TI
1656
Truehand Inc
New Hampshire
$14K – – –
OSAM
1657
O'Shaughnessy Asset Management
Connecticut
$13K -$3.84M -70,331 -100%
AIA
1658
Alera Investment Advisors
Illinois
$13K -$10.6K -202 -45%
CIA
1659
CSat Investment Advisory
Michigan
$13K +$10.8K +194 +497%
EI
1660
Ellevest Inc
New York
$13K +$12.8K +11,153 +7,435%
FBT
1661
First Bank & Trust
South Dakota
$12K -$3.65K -69 -23%
SCM
1662
Shelton Capital Management
Colorado
$12K -$194K -10,464 -94%
HCM
1663
Hilton Capital Management
New York
$11K – – –
IFAM
1664
Institutional & Family Asset Management
Colorado
$11K – – –
LWA
1665
Lowe Wealth Advisors
Maryland
$11K +$2.04K +39 +23%
SIA
1666
SeaBridge Investment Advisors
New Jersey
$11K +$11K +200 New
HGWM
1667
Harvest Group Wealth Management
Massachusetts
$11K +$11K +205 New
AA
1668
AlphaMark Advisors
Kentucky
$10K -$1.81M -33,758 -99%
PAI
1669
Pittenger & Anderson Inc
Nebraska
$10K -$48.9K -925 -83%
LYV
1670
Live Your Vision
Pennsylvania
$10K – – –
TC
1671
Trust Company
Kansas
$10K – – –
FEG
1672
Financial Enhancement Group
Indiana
$10K – – –
BFG
1673
Beacon Financial Group
Texas
$9.42K +$2.7K +50,024 +40%
LPWM
1674
Lake Point Wealth Management
Texas
$9K -$6.16K -115 -41%
DWM
1675
Destination Wealth Management
California
$9K +$4.09K +80 +83%
65 66
67
68 69