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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 %
FCB
1701
First Command Bank
Texas
$63K -$994 -17 -2%
FCFS
1702
First Command Financial Services
Texas
$63K -$994 -17 -2%
MHR
1703
Matthew Hamilton Rosenberg
$63K +$58 +1 +0.1%
GCM
1704
Gables Capital Management
Florida
$62K – – –
BAM
1705
Barrett Asset Management
New York
$61K -$5.81K -100 -9%
CFFP
1706
Center for Financial Planning
Michigan
$59K -$61.8K -1,053 -51%
ME
1707
McIlrath & Eck
Washington
$58K +$40.4K +686 +229%
MWC
1708
MBM Wealth Consultants
Missouri
$56K -$12.8K -220 -19%
CT
1709
Clearstead Trust
Maine
$56K – – –
AWM
1710
AllSquare Wealth Management
New York
$55K – – –
Millennium Management
1711
Millennium Management
New York
$53K +$41.4K +708,805 +356%
LS
1712
Leelyn Smith
Illinois
$52K – – –
AF
1713
Arrow Financial
New York
$49K -$3.41K -58 -7%
CFG
1714
Capstone Financial Group
Oklahoma
$49K – – –
CFG
1715
CKW Financial Group
Hawaii
$49K – – –
AA
1716
Advisory Alpha
Michigan
$48K +$48K +806 New
LWANC
1717
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K +$352 +6 +0.8%
SLF
1718
Sun Life Financial
Ontario, Canada
$46K +$351 +6 +0.8%
FFC
1719
First Financial Corp
Indiana
$45K -$8.59K -148 -16%
BFC
1720
Bedel Financial Consulting
Indiana
$45K -$177 -3 -0.4%
LFG
1721
Larson Financial Group
Missouri
$44K -$74.2K -1,264 -63%
PO
1722
Private Ocean
California
$43K -$583 -10 -1%
TIM
1723
Tortoise Investment Management
New York
$42K – – –
BCA
1724
Bray Capital Advisors
Florida
$42K – – –
PCC
1725
Park Circle Company
Maryland
$41K – – –
67 68
69
70 71