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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 %
AIC
1751
Ayalon Insurance Company
Israel
$22K -$69.9K -1,214 -76%
IFAM
1752
Institutional & Family Asset Management
Colorado
$22K -$3.57K -62 -14%
FCM
1753
Firestone Capital Management
Florida
$21K +$117 +2 +0.6%
OSNBOA
1754
Old Second National Bank of Aurora
Illinois
$21K +$17.9K +300 +577%
BDWM
1755
Brewin Dolphin Wealth Management
Ireland
$20.8K – – –
CIM
1756
Contravisory Investment Management
Massachusetts
$20K – – –
APWA
1757
Atlas Private Wealth Advisors
New Jersey
$20K +$5.8K +100 +41%
FHC
1758
First Horizon Corporation
Tennessee
$20K +$20K +351 New
PP
1759
Paloma Partners
Connecticut
$19K -$6.9M -115,861 -100%
IUHSA
1760
Itau Unibanco Holding S.A.
Brazil
$18K -$221K -3,700 -92%
RBC
1761
Roble Belko & Company
Pennsylvania
$18K – – –
RFA
1762
Reilly Financial Advisors
California
$17K – – –
PHK
1763
Point72 Hong Kong
Hong Kong
$17K +$17K +293 New
KFS
1764
Kelly Financial Services
Massachusetts
$16.5K – – –
LWA
1765
Lenox Wealth Advisors
New York
$15K – – –
HWM
1766
HighMark Wealth Management
Minnesota
$15K +$114 +2 +0.8%
PW
1767
Price Wealth
Texas
$15K +$9.72K +164 +184%
ST
1768
Sageworth Trust
Pennsylvania
$15K +$13.8K +230 +1,150%
PFWA
1769
Paces Ferry Wealth Advisors
Georgia
$15K +$15K +250 New
FGA
1770
Fortis Group Advisors
New Jersey
$14K +$14K +250 New
LWA
1771
Lowe Wealth Advisors
Maryland
$13K +$119 +2 +0.9%
CA
1772
Crewe Advisors
Utah
$12K +$8.47K +144 +240%
RG
1773
Retirement Group
California
$12K +$10.7K +184 +836%
EWA
1774
Evolution Wealth Advisors
Florida
$11K +$957 +16 +10%
BFG
1775
Baron Financial Group
New Jersey
$10.8K +$10.8K +186 New
69 70
71
72 73