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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 %
BCI
1801
Brinker Capital Investments
Pennsylvania
$9K – – –
PW
1802
Price Wealth
Texas
$9K +$9K +118 New
PP
1803
Pacifica Partners
Canada
$9K +$9K +120 New
LF
1804
Lee Financial
Texas
$8K -$36K -468 -82%
BAMG
1805
Brand Asset Management Group
Missouri
$8K – – –
JSC
1806
Jackson Square Capital
California
$7K +$7K +89 New
FMP
1807
Financial Management Professionals
Texas
$7K +$7K +91 New
WCM
1808
Wealthcare Capital Management
Virginia
$7K +$7K +96 New
SFPG
1809
Stonebridge Financial Planning Group
Florida
$7K +$7K +100 New
HF
1810
Halpern Financial
Virginia
$6.17K +$6.17K +83 New
FPFS
1811
First Personal Financial Services
North Carolina
$6K -$80.6K -1,128 -93%
LWANC
1812
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
AIM
1813
Arcadia Investment Management
Michigan
$5K – – –
SAM
1814
S.A. Mason
Michigan
$5K +$5K +66 New
RG
1815
Retirement Group
California
$5K +$5K +69 New
HWM
1816
Holloway Wealth Management
Florida
$4K -$3K – –
OSNBOA
1817
Old Second National Bank of Aurora
Illinois
$4K – – –
FBT
1818
First Bank & Trust
South Dakota
$4K – – –
NL
1819
NVWM LLC
Pennsylvania
$4K – – –
AC
1820
Asio Capital
Kentucky
$3.83K +$3.83K +51,608 New
LFG
1821
LifePlan Financial Group
Ohio
$3K – – –
JPLA
1822
Joseph P. Lucia & Associates
New York
$3K – – –
LAS
1823
Lloyd Advisory Services
Georgia
$3K +$3K +47 New
1NWS
1824
1 North Wealth Services
Maryland
$2K -$29K -435 -94%
CAM
1825
ClariVest Asset Management
California
$2K – – –
71 72
73
74 75