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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
$1.93B
2
Franklin Resources
Franklin Resources
California
$1.1B
3
BlackRock
BlackRock
New York
$5.86B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$985M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$197M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$783M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$514M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.01B
4
CS
Credit Suisse
Switzerland
$161M
5
Goldman Sachs
Goldman Sachs
New York
$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1776
Janiczek Wealth Management
Colorado
$10K -$2.56K -42 -20%
IWP
1777
IAG Wealth Partners
Wisconsin
$10K +$63 +1 +0.6%
MCM
1778
MV Capital Management
Maryland
$10K +$10K +174 New
SC
1779
Steph & Co
Wisconsin
$9K – – –
JGIA
1780
Jackson Grant Investment Advisers
Connecticut
$9K +$57 +1 +0.6%
AWM
1781
Adams Wealth Management
Utah
$9K +$9K +146 New
CPW
1782
Catalyst Private Wealth
California
$8K +$8K +138 New
PGAM
1783
Princeton Global Asset Management
New Jersey
$6K – – –
BAMG
1784
Brand Asset Management Group
Missouri
$6K – – –
SFPG
1785
Stonebridge Financial Planning Group
Florida
$6K – – –
HGWM
1786
Harvest Group Wealth Management
Massachusetts
$6K +$1.89K +33 +46%
PFA
1787
Professional Financial Advisors
Nebraska
$6K +$6K +100 New
HS
1788
Horan Securities
United States
$5K +$5K +78 New
HF
1789
Halpern Financial
Virginia
$4.85K – – –
FPFS
1790
First Personal Financial Services
North Carolina
$4K -$6.25K -100 -61%
LFG
1791
LifePlan Financial Group
Ohio
$4K – – –
IF
1792
Ironwood Financial
Arizona
$4K – – –
LAS
1793
Lloyd Advisory Services
Georgia
$4K +$471 +8 +13%
SXL
1794
Summit X LLC
Missouri
$3.33K +$1.17K +2,688 +54%
FBT
1795
First Bank & Trust
South Dakota
$3K – – –
GG
1796
Gleason Group
Kentucky
$3K +$57 +1 +2%
JC
1797
JBF Capital
Colorado
$3K +$3K +55 New
BHWM
1798
Bay Harbor Wealth Management
Maryland
$2K +$683 +14 +52%
IAS
1799
IMA Advisory Services
Colorado
$2K +$2K +41 New
AIA
1800
Arcadia Investment Advisors
Idaho
$1.05K +$1.05K +18 New
70 71
72
73 74