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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 %
PFBT
1676
Parkside Financial Bank & Trust
Missouri
$92K -$3.69K -63 -4%
ACM
1677
AUA Capital Management
Pennsylvania
$91K – – –
TPWA
1678
TRUE Private Wealth Advisors
Oregon
$90K – – –
MCA
1679
Mercer Capital Advisers
New Jersey
$88K – – –
CDIA
1680
Capital Directions Investment Advisors
Georgia
$88K +$54.3K +925 +161%
ED
1681
Exane Derivatives
France
$87.5K -$395K -6,759 -82%
SWM
1682
Sugarloaf Wealth Management
Georgia
$86K – – –
LTI
1683
Laffer Tengler Investments
Tennessee
$83.7K +$83.7K +1,433 New
PCM
1684
Penserra Capital Management
California
$83K +$8.2K +141 +11%
SIA
1685
SeaBridge Investment Advisors
New Jersey
$82K – – –
MVP
1686
Miller Value Partners
Florida
$79K +$79K +1,355 New
TI
1687
Truehand Inc
New Hampshire
$78K -$233 -4 -0.3%
MIFH
1688
Migdal Insurance & Financial Holdings
Israel
$78K – – –
PS
1689
Planned Solutions
California
$74K +$74K +1,263 New
BDS
1690
Banco de Sabadell
Florida
$74K +$74K +1,285 New
BAM
1691
Bellevue Asset Management
Washington
$73K +$10.5K +180 +17%
HI
1692
Hudock Inc
Pennsylvania
$71K -$1.91K -33 -3%
WOC
1693
West Oak Capital
California
$70K -$141K -2,400 -67%
CI
1694
CX Institutional
Indiana
$69K -$28.3K -484 -29%
HFS
1695
HBC Financial Services
Washington
$69K +$27.6K +200 +67%
DAM
1696
Delta Asset Management
Tennessee
$68K – – –
GAM
1697
Gemmer Asset Management
California
$67K – – –
WPA
1698
West Paces Advisors
Georgia
$66.2K – – –
MLFP
1699
MPS Loria Financial Planners
Illinois
$65K +$470 +8 +0.7%
C
1700
Cerebellum
California
$64K -$39.9K -689 -38%
66 67
68
69 70