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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 %
BAM
1726
Bellevue Asset Management
Washington
$67K +$67K +900 New
Pacer Advisors
1727
Pacer Advisors
Pennsylvania
$65K -$10.7M -144,147 -99%
SIS
1728
Sound Income Strategies
Florida
$64K +$12.5K +168 +24%
AWM
1729
AllSquare Wealth Management
New York
$62K -$6.7K -90 -10%
TT
1730
TI-Trust
Illinois
$61K +$61K +827 New
GI
1731
Gradient Investments
Minnesota
$60K +$14.1K +189 +31%
GCM
1732
Gables Capital Management
Florida
$56K – – –
HI
1733
Human Investing
Oregon
$56K – – –
CFG
1734
Capstone Financial Group
Oklahoma
$56K +$56K +748 New
ACM
1735
Allred Capital Management
Texas
$54.5K +$54.5K +734 New
PCC
1736
Park Circle Company
Maryland
$52K – – –
CCA
1737
Column Capital Advisors
Indiana
$52K +$52K +704 New
HFS
1738
HBC Financial Services
Washington
$51K +$51K +697 New
EWP
1739
Engrave Wealth Partners
Texas
$51K +$51K +698 New
GSC
1740
G&S Capital
Colorado
$50K – – –
CAC
1741
Certified Advisory Corp
Florida
$48K +$148 +2 +0.3%
KWM
1742
Keebeck Wealth Management
Illinois
$48K +$48K +650 New
PCFFS
1743
Pacific Center for Financial Services
California
$47K – – –
AA
1744
Advisory Alpha
Michigan
$46.4K +$24.1K +331 +108%
HIM
1745
Hillsdale Investment Management
Ontario, Canada
$46K – – –
ICM
1746
Islay Capital Management
Texas
$46K +$46K +619 New
O
1747
Ossiam
France
$45K -$34.4M -459,008 -100%
KC
1748
Knuff & Co
California
$45K +$45K +600 New
BWA
1749
Burt Wealth Advisors
Maryland
$44K -$1.5K -20 -3%
EARNEST Partners
1750
EARNEST Partners
Georgia
$44K – – –
68 69
70
71 72