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CVS Health
CVS

Overview Fund Activity

1,704 hedge funds and large institutions have $55B invested in CVS Health in 2019 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 855 increasing their positions, 595 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,704
Holders Change
-72
Holders Change %
-4.05%
% of All Funds
36.94%
Holding in Top 10
35
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-57.83%
% of All Funds
0.76%
New
148
Increased
855
Reduced
595
Closed
198
Calls
$1.12B
Puts
$1.44B
Net Calls
-$324M
Net Calls Change
-$683M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$259M
2
Capital International Investors
Capital International Investors
California
$1.22B
3
Dodge & Cox
Dodge & Cox
California
$1.07B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$1.79B
5
State Street
State Street
Massachusetts
$3.31B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$346M
2
GCM
Glenview Capital Management
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.58B
4
Vanguard Group
Vanguard Group
Pennsylvania
$5.46B
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$36.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFFS
1826
Stonehage Fleming Financial Services
Jersey
– -$301K -4,600 Closed
AP
1827
Appleton Partners
Massachusetts
– -$301K -4,592 Closed
FAN
1828
Financial Advisors Network
California
– -$299K -4,559 Closed
IA
1829
Icon Advisers
Colorado
– -$288K -4,400 Closed
MFG
1830
Magnus Financial Group
New York
– -$288K -4,388 Closed
CP
1831
Cumberland Partners
Ontario, Canada
– -$282K -4,300 Closed
PA
1832
Probity Advisors
Texas
– -$277K -4,224 Closed
NP
1833
NorthRock Partners
Minnesota
– -$276K -4,219 Closed
SIM
1834
Spark Investment Management
New York
– -$275K -4,200 Closed
AC
1835
Abbrea Capital
California
– -$272K -4,151 Closed
CCG
1836
Chatham Capital Group
Georgia
– -$266K -4,059 Closed
BPCA
1837
Bank Pictet & Cie (Asia)
Singapore
– -$263K -4,012 Closed
WC
1838
Whitney & Co
New York
– -$261K -3,953 Closed
BTW
1839
Boston Trust Walden
Massachusetts
– -$257K -3,917 Closed
DT
1840
Diversified Trust
Tennessee
– -$254K -3,868 Closed
KWMG
1841
King Wealth Management Group
Florida
– -$251K -3,830 Closed
AWA
1842
Arete Wealth Advisors
Illinois
– -$249K -3,798 Closed
SFG
1843
StrategIQ Financial Group
Indiana
– -$240K -3,662 Closed
RMDI
1844
R.M. Davis Inc
Maine
– -$236K -3,601 Closed
PFS
1845
Physicians Financial Services
North Carolina
– -$235K -3,590 Closed
CWAG
1846
Compton Wealth Advisory Group
Virginia
– -$235K -3,590 Closed
LC
1847
Lourd Capital
California
– -$233K -3,561 Closed
CA
1848
Claro Advisors
Massachusetts
– -$280K -3,557 Closed
GI
1849
Glovista Investments
New Jersey
– -$233K -3,551 Closed
RIA
1850
Regal Investment Advisors
Michigan
– -$231K -3,529 Closed
72 73
74
75 76