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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.73B
2
Nordea Investment Management
Nordea Investment Management
Sweden
$1.19B
3
AQR Capital Management
AQR Capital Management
Connecticut
$219M
4
Morgan Stanley
Morgan Stanley
New York
$1.5B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.38B

Top Sellers

1
Charles Schwab
Charles Schwab
California
$738M
2
Dodge & Cox
Dodge & Cox
California
$1.04B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.16B
4
Franklin Resources
Franklin Resources
California
$985M
5
Deutsche Bank
Deutsche Bank
Germany
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1651
Evermay Wealth Management
Virginia
$220K +$220K +3,385 New
CF
1652
Corrigan Financial
Rhode Island
$220K -$20.6K -317 -9%
LC
1653
Lindbrook Capital
California
$218K +$68.1K +1,048 +45%
DWM
1654
Doyle Wealth Management
Florida
$217K -$73.8K -1,136 -25%
RPWA
1655
Regent Peak Wealth Advisors
Georgia
$217K -$4.61K -71 -2%
MGIA
1656
Moneta Group Investment Advisors
Missouri
$217K +$217K +3,340 New
SF
1657
Symphony Financial
Texas
$216K +$216K +3,331 New
AMIM
1658
Aull & Monroe Investment Management
Alabama
$215K +$215K +3,303 New
CAW
1659
Cornerstone Advisors (Washington)
Washington
$214K +$43.3K +667 +25%
PP
1660
Palladium Partners
Virginia
$214K +$214K +3,296 New
BMO
1661
Beck Mack & Oliver
New York
$213K -$407K -6,255 -66%
SC
1662
Slow Capital
California
$213K -$20.3K -312 -9%
CYG
1663
Clean Yield Group
Vermont
$212K -$641K -9,875 -75%
AIC
1664
Ameritas Investment Company
Nebraska
$212K -$91.1K -1,405 -30%
RM
1665
Resource Management
Louisiana
$210K +$210K +3,238 New
PFA
1666
Pure Financial Advisors
California
$208K +$208K +3,199 New
WTFG
1667
Wells Trecaso Financial Group
Ohio
$208K +$208K +3,207 New
GDP
1668
Great Diamond Partners
Maine
$207K +$207K +3,189 New
AWA
1669
Arkadios Wealth Advisors
Georgia
$207K +$15.4K +242 +8%
TIA
1670
Tiemann Investment Advisors
California
$205K -$3.25K -50 -2%
TVAMP
1671
Tennessee Valley Asset Management Partners
Tennessee
$205K +$205K +3,153 New
IIM
1672
Ipswich Investment Management
Massachusetts
$203K +$203K +3,120 New
IAP
1673
Indie Asset Partners
Indiana
$202K +$202K +3,068 New
PFC
1674
Phocas Financial Corp
California
$201K +$201K +3,105 New
AFM
1675
Andesa Financial Management
Pennsylvania
$201K +$201K +3,111 New
65 66
67
68 69