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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 %
MA
1651
MONECO Advisors
Connecticut
$203K +$203K +2,672 New
BB
1652
Bell Bank
North Dakota
$202K +$202K +2,721 New
HIIFS
1653
Harel Insurance Investments & Financial Services
Israel
$201K -$470K -6,324 -70%
NJBEST
1654
New Jersey Better Educational Savings Trust
New Jersey
$201K +$201K +2,700 New
SIM
1655
Spark Investment Management
New York
$200K -$81.5K -1,100 -29%
BFC
1656
Bedel Financial Consulting
Indiana
$198K -$3.72K -50 -2%
ACM
1657
AUA Capital Management
Pennsylvania
$197K – – –
VIM
1658
Veritas Investment Management
United Kingdom
$189K -$26K -350 -12%
SBL
1659
Sargent Bickham Lagudis
Colorado
$188K +$13.4K +181 +8%
FQ
1660
First Quadrant
California
$186K – – –
RE
1661
RBC Europe
United Kingdom
$184K -$6.46K -87 -3%
M
1662
Mirova
France
$179K +$74K +998 +71%
BCA
1663
Berman Capital Advisors
Georgia
$178K +$11.8K +160 +7%
WOC
1664
West Oak Capital
California
$178K +$13K +175 +8%
PWMG
1665
Prestige Wealth Management Group
New Jersey
$176K – – –
ZB
1666
Zions Bancorporation
Utah
$176K +$12.1K +163 +7%
ARMC
1667
American Research & Management Company
Massachusetts
$172K -$28.8K -386 -14%
LWM
1668
Lenox Wealth Management
Ohio
$172K +$6.47K +87 +4%
PA
1669
Procyon Advisors
Connecticut
$170K +$170K +2,295 New
Loomis, Sayles & Company
1670
Loomis, Sayles & Company
Massachusetts
$168K +$14.7K +198 +10%
HIA
1671
Harbor Investment Advisory
Maryland
$168K +$168K +2,265 New
MIHAS
1672
Maj Invest Holding A/S
Denmark
$163K – – –
BWM
1673
Baystate Wealth Management
Massachusetts
$156K +$66.4K +897 +74%
CWP
1674
CFM Wealth Partners
Texas
$154K +$154K +2,021 New
TRAM
1675
Tuscan Ridge Asset Management
Illinois
$152K +$152K +2,051 New
65 66
67
68 69