CVS icon

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
$815M
2
Truist Financial
Truist Financial
North Carolina
$259M
3
Morgan Stanley
Morgan Stanley
New York
$1.28B
4
DZ Bank
DZ Bank
Germany
$224M
5
LSV Asset Management
LSV Asset Management
Illinois
$257M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$811M
2
State Street
State Street
Massachusetts
$4.14B
3
Franklin Resources
Franklin Resources
California
$1.33B
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.7M
5
VVP
Vulcan Value Partners
Alabama
$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1776
Anfield Capital Management
California
$26K +$26K +371 New
FRA
1777
Front Row Advisors
California
$24K -$151 -2 -0.6%
RBC
1778
Roble Belko & Company
Pennsylvania
$22K – – –
AS
1779
Altshuler Shaham
Israel
$22K +$22K +296 New
TWP
1780
TFO Wealth Partners
Ohio
$22K +$22K +300 New
CAM
1781
Columbia Asset Management
Michigan
$21.1K +$769 +1,035 +4%
TC
1782
Trust Company
Kansas
$21K – – –
KFS
1783
Kelly Financial Services
Massachusetts
$21K -$11.2K -151 -35%
KLWA
1784
Kelly Lawrence W & Associates
California
$20K – – –
TI
1785
Truehand Inc
New Hampshire
$19K – – –
LWA
1786
Lenox Wealth Advisors
New York
$19K +$11.4K +155 +149%
APC
1787
Aspire Private Capital
North Carolina
$19K +$17.6K +239 +1,258%
CA
1788
CXI Advisors
Indiana
$18K +$18K +248 New
MAM
1789
Marquette Asset Management
Minnesota
$17K – – –
JWM
1790
Janiczek Wealth Management
Colorado
$17K +$15.4K +206 +936%
ME
1791
McIlrath & Eck
Washington
$16K -$7.41K -100 -32%
LWA
1792
Lowe Wealth Advisors
Maryland
$16K +$75 +1 +0.5%
HWM
1793
Howard Wealth Management
Connecticut
$16K +$16K +220 New
FEG
1794
Financial Enhancement Group
Indiana
$13K – – –
EWA
1795
Evolution Wealth Advisors
Florida
$13K +$13K +177 New
AGA
1796
Accuvest Global Advisors
Utah
$13K +$13K +180 New
LPWM
1797
Lake Point Wealth Management
Texas
$12K +$12K +168 New
THWM
1798
Taylor Hoffman Wealth Management
Virginia
$11K – – –
SC
1799
Steph & Co
Wisconsin
$11K +$11K +150 New
AWM
1800
Avior Wealth Management
Nebraska
$10K +$7.19K +100 +256%
70 71
72
73 74