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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 %
MIHAS
1726
Maj Invest Holding A/S
Denmark
$41K – – –
CWC
1727
Carolinas Wealth Consulting
North Carolina
$38K +$33.1K +572 +681%
LWM
1728
Liberty Wealth Management
California
$37K +$19.3K +329 +109%
EARNEST Partners
1729
EARNEST Partners
Georgia
$35K – – –
HFRG
1730
Houlihan Financial Resource Group
Virginia
$35K +$35K +500 New
M
1731
Mirova
France
$34K -$66.2K -1,134 -66%
TFO
1732
Tarbox Family Office
California
$33K -$8.15K -138 -20%
MAM
1733
Marquette Asset Management
Minnesota
$33K – – –
EA
1734
Emerald Advisers
Pennsylvania
$33K +$231 +4 +0.7%
PCFFS
1735
Pacific Center for Financial Services
California
$32K – – –
APW
1736
Acima Private Wealth
Virginia
$31K – – –
EIP
1737
Ellis Investment Partners
Pennsylvania
$31K +$9.91K +173 +47%
AAP
1738
Arax Advisory Partners
Colorado
$29K -$86.7K -1,501 -75%
BWA
1739
Burt Wealth Advisors
Maryland
$29K -$5.99K -103 -17%
HFA
1740
HC Financial Advisors
California
$29K – – –
PP
1741
PrairieView Partners
Minnesota
$29K – – –
SC
1742
Solstein Capital
California
$29K – – –
APC
1743
Aspire Private Capital
North Carolina
$28K +$23K +389 +463%
CFO
1744
CVA Family Office
Colorado
$27K +$17.1K +290 +174%
FWM
1745
Filbrandt Wealth Management
Wisconsin
$26K -$84.4K -1,460 -76%
AWM
1746
Avior Wealth Management
Nebraska
$26K -$14.5K -252 -36%
FP
1747
Financial Perspectives
Minnesota
$25.2K – – –
VCM
1748
Versant Capital Management
Arizona
$24K -$463 -8 -2%
GWMIA
1749
Global Wealth Management Investment Advisory
Florida
$23K -$38.1K -662 -62%
FRA
1750
Front Row Advisors
California
$23K +$8.66K +125 +60%
68 69
70
71 72