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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.73B
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$1.19B
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$219M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.5B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.38B

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$738M
2
Dodge & Cox
2
Dodge & Cox
California
$1.04B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.16B
4
Franklin Resources
4
Franklin Resources
California
$985M
5
Deutsche Bank
5
Deutsche Bank
Germany
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWP
1801
Engrave Wealth Partners
Texas
$20K – – –
RBC
1802
Roble Belko & Company
Pennsylvania
$19K – – –
RFA
1803
Reilly Financial Advisors
California
$19K – – –
ME
1804
McIlrath & Eck
Washington
$19K +$3.62K +57 +24%
KFS
1805
Kelly Financial Services
Massachusetts
$18.3K -$9.75K -150 -35%
FWM
1806
FSA Wealth Management
Massachusetts
$18K -$6.41K -100 -26%
HWM
1807
HighMark Wealth Management
Minnesota
$17K +$15.2K +234 +867%
MC
1808
Maverick Capital
Texas
$17K +$17K +264 New
BWFA
1809
Baltimore-Washington Financial Advisors
Maryland
$17K +$17K +13,514 New
LWA
1810
Lenox Wealth Advisors
New York
$16K -$7.49K -117 -32%
APWA
1811
Atlas Private Wealth Advisors
New Jersey
$16K +$16K +245 New
DTIM
1812
Danda Trouve Investment Management
Kansas
$14K -$33.1K -509 -70%
LWA
1813
Lowe Wealth Advisors
Maryland
$14K +$65 +1 +0.5%
AGA
1814
Accuvest Global Advisors
Utah
$14K +$14K +210 New
JWM
1815
Janiczek Wealth Management
Colorado
$13K – – –
FRA
1816
Front Row Advisors
California
$13K – – –
JG
1817
Jefferies Group
New York
$12.5K -$410 -6,305 -3%
CFO
1818
CVA Family Office
Colorado
$11K – – –
IWP
1819
IAG Wealth Partners
Wisconsin
$11K +$140 +2 +1%
FPFS
1820
First Personal Financial Services
North Carolina
$11K +$9.73K +145 +763%
EWA
1821
Evolution Wealth Advisors
Florida
$11K +$11K +168 New
SC
1822
Steph & Co
Wisconsin
$10K – – –
TWP
1823
TFO Wealth Partners
Ohio
$10K +$10K +150 New
JGIA
1824
Jackson Grant Investment Advisers
Connecticut
$10K +$10K +157 New
NG
1825
NWK Group
California
$9K +$9K +146 New
71 72
73
74 75