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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 %
AWM
1676
Atticus Wealth Management
Florida
$151K +$151K +2,030 New
KPW
1677
Kore Private Wealth
New York
$150K +$150K +2,014 New
SFG
1678
Sowa Financial Group
Rhode Island
$150K +$150K +2,021 New
CFN
1679
Cordasco Financial Network
Florida
$148K +$96.7K +1,302 +189%
AAP
1680
Arax Advisory Partners
Colorado
$147K – – –
CAW
1681
Cornerstone Advisors (Washington)
Washington
$140K +$6.38K +86 +5%
CIA
1682
CSat Investment Advisory
Michigan
$140K +$6.78K +91 +5%
AWA
1683
Arkadios Wealth Advisors
Georgia
$136K +$136K +1,883 New
RFM
1684
Royal Fund Management
Florida
$135K -$13.6K -184 -9%
FWM
1685
Focused Wealth Management
New York
$134K +$20.9K +280 +18%
WFMPM
1686
Woodley Farra Manion Portfolio Management
Indiana
$133K +$133K +1,793 New
FNBOSM
1687
First National Bank of South Miami
Florida
$132K -$107K -1,449 -45%
SFM
1688
Systematic Financial Management
New Jersey
$125K -$82.5K -1,114 -40%
GFA
1689
Gifford Fong Associates
California
$124K – – –
AIC
1690
Ayalon Insurance Company
Israel
$119K -$14.9K -200 -11%
TCM
1691
TD Capital Management
Tennessee
$113K – – –
AF
1692
Allworth Financial
California
$112K -$149 -2 -0.1%
MCA
1693
Mercer Capital Advisers
New Jersey
$111K – – –
CA
1694
Centerpoint Advisors
Massachusetts
$111K – – –
PFBT
1695
Parkside Financial Bank & Trust
Missouri
$111K +$8.25K +111 +8%
SWM
1696
Sugarloaf Wealth Management
Georgia
$110K +$110K +1,479 New
TL
1697
TrueWealth LLC
Georgia
$108K +$22.3K +300 +26%
HI
1698
Hudock Inc
Pennsylvania
$107K +$8.22K +111 +8%
SIM
1699
Sonora Investment Management
Arizona
$104K -$80.5K -1,087 -44%
AIC
1700
Ameritas Investment Company
Nebraska
$101K -$166K -2,245 -62%
66 67
68
69 70