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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 %
FPS
1751
Fieldpoint Private Securities
Connecticut
$43K +$22.2K +295 +106%
TFO
1752
Tarbox Family Office
California
$42K -$963 -13 -2%
EA
1753
Emerald Advisers
Pennsylvania
$41K +$41K +558 New
APW
1754
Acima Private Wealth
Virginia
$39K – – –
EI
1755
Ellevest Inc
New York
$39K +$34.8K +465 +830%
DTIM
1756
Danda Trouve Investment Management
Kansas
$37K +$37K +495 New
FCMT
1757
Founders Capital Management (Texas)
Texas
$37K +$37K +503 New
SC
1758
Solstein Capital
California
$35K +$35K +465 New
MF
1759
Manchester Financial
California
$35K +$35K +467 New
FCH
1760
Freestone Capital Holdings
Washington
$33.8K -$25.4K -41,563 -43%
BBA
1761
Braun-Bostich & Associates
Pennsylvania
$33K -$447K -6,010 -93%
AIS
1762
Accurate Investment Solutions
Pennsylvania
$33K +$2.63K +35 +9%
FWM
1763
Filbrandt Wealth Management
Wisconsin
$33K +$33K +450 New
LWM
1764
Liberty Wealth Management
California
$32K -$1.02K -14 -3%
RFA
1765
Reilly Financial Advisors
California
$31K -$60K -799 -66%
VCM
1766
Versant Capital Management
Arizona
$31K -$222 -3 -0.7%
BCA
1767
Bray Capital Advisors
Florida
$31K – – –
1W
1768
1776 Wealth
Georgia
$31K +$31K +420 New
FP
1769
Financial Perspectives
Minnesota
$29K +$29K +390 New
IFAM
1770
Institutional & Family Asset Management
Colorado
$28K – – –
IWP
1771
IAG Wealth Partners
Wisconsin
$28K +$28K +369 New
FWM
1772
FSA Wealth Management
Massachusetts
$28K +$28K +381 New
GWMIA
1773
Global Wealth Management Investment Advisory
Florida
$27K -$9.97K -134 -27%
QAM
1774
QCI Asset Management
New York
$26K -$11.7K -160 -31%
FCM
1775
Firestone Capital Management
Florida
$26K +$26K +353 New
69 70
71
72 73