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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$383M
2
Franklin Resources
Franklin Resources
California
+$201M
3
BlackRock
BlackRock
New York
+$183M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$148M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$145M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$664M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$564M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$232M
4
CS
Credit Suisse
Switzerland
-$114M
5
Goldman Sachs
Goldman Sachs
New York
-$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
RE
1651
RBC Europe
United Kingdom
$141K -$15.9K -272 -10%
ARMC
1652
American Research & Management Company
Massachusetts
$137K +$2.56K +44 +2%
FMP
1653
Financial Management Professionals
Texas
$135K -$1.99K -34 -1%
AF
1654
Allworth Financial
California
$128K +$527 +9 +0.4%
CA
1655
Centerpoint Advisors
Massachusetts
$125K +$32.7K +561 +35%
MA
1656
MCF Advisors
Kentucky
$124K -$103K -1,766 -45%
TF
1657
Tompkins Financial
New York
$121K – – –
PWMG
1658
Prestige Wealth Management Group
New Jersey
$120K -$3.85K -66 -3%
NNP
1659
Nachman Norwood & Parrott
South Carolina
$120K +$120K +2,050 New
FWM
1660
Focused Wealth Management
New York
$117K +$291 +5 +0.2%
EI
1661
Ellevest Inc
New York
$117K +$30.1K +516 +35%
NL
1662
NKCFO LLC
Illinois
$117K +$117K +2,000 New
BWM
1663
Baystate Wealth Management
Massachusetts
$116K -$11.1K -190 -9%
WCG
1664
Weaver Consulting Group
California
$114K +$11.7K +200 +11%
AA
1665
AlphaMark Advisors
Kentucky
$112K +$2.93K +50 +3%
PB
1666
Pinnacle Bancorp
Nebraska
$112K +$19.2K +327 +21%
PCWA
1667
Pacific Capital Wealth Advisors
California
$111K +$111K +1,908 New
CWA
1668
Core Wealth Advisors
Florida
$110K – – –
KC
1669
Knuff & Co
California
$106K +$39K +670 +58%
MF
1670
Manchester Financial
California
$103K -$548K -9,350 -84%
GSWM
1671
Golden State Wealth Management
California
$99K -$116K -1,983 -54%
SIS
1672
Sound Income Strategies
Florida
$99K -$11.9K -204 -11%
SFM
1673
Systematic Financial Management
New Jersey
$99K – – –
GFA
1674
Gifford Fong Associates
California
$98K – – –
TCM
1675
TD Capital Management
Tennessee
$98K +$9.53K +164 +11%
65 66
67
68 69