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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
$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 %
CIAS
1826
CBIZ Investment Advisory Services
Ohio
$2K – – –
MWA
1827
Moser Wealth Advisors
Washington
$2K +$2K +21 New
HWM
1828
HighMark Wealth Management
Minnesota
$2K +$2K +27 New
SL
1829
Salomon & Ludwin
Virginia
$2K +$2K +28 New
NDSI
1830
Newman Dignan & Sheerar Inc
Rhode Island
$1.88K -$26 -356 -1%
LP
1831
LMR Partners
United Kingdom
$1.58K +$1.19K +16,029 +304%
NR
1832
Newfound Research
Massachusetts
$1K -$545 -6 -35%
ST
1833
Sageworth Trust
Pennsylvania
$1K – – –
NC
1834
NewSquare Capital
Pennsylvania
$1K – – –
HGWM
1835
Harvest Group Wealth Management
Massachusetts
$1K – – –
BHWM
1836
Bay Harbor Wealth Management
Maryland
$1K – – –
AIM
1837
Aigen Investment Management
New York
$1K +$1K +7 New
PGAM
1838
Princeton Global Asset Management
New Jersey
$39 +$39 +519 New
SHWM
1839
Silicon Hills Wealth Management
Texas
$13 +$13 +2 New
Point72 Asset Management
1840
Point72 Asset Management
Connecticut
– -$22.7M -360,526 Closed
Squarepoint
1841
Squarepoint
New York
– -$17.6M -279,608 Closed
TIA
1842
Tandem Investment Advisors
South Carolina
– -$17.2M -272,769 Closed
ZIG
1843
Zurich Insurance Group
Switzerland
– -$13.9M -220,608 Closed
BA
1844
Bridgewater Associates
Connecticut
– -$13.2M -210,030 Closed
RCM
1845
Redwood Capital Management
New York
– -$12.6M -200,000 Closed
MCM
1846
Masters Capital Management
Georgia
– -$6.31M -100,000 Closed
SSA
1847
Schonfeld Strategic Advisors
New York
– -$5.64M -89,400 Closed
CC
1848
Cipher Capital
New York
– -$4.94M -78,330 Closed
VBFG
1849
Vishria Bird Financial Group
Tennessee
– -$4.62M -73,215 Closed
OIM
1850
Opus Investment Management
Massachusetts
– -$3.59M -56,900 Closed
72 73
74
75 76