CVS Health
CVS
1,844 hedge funds and large institutions have $75.3B invested in CVS Health in 2019 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 723 increasing their positions, 709 reducing their positions, and 73 closing their positions.
249% more first-time investments, than exits
New positions opened: 255 | Existing positions closed: 73
32% more call options, than puts
Call options by funds: $2.15B | Put options by funds: $1.63B
18% more capital invested
Capital invested by funds: $63.9B → $75.3B (+$11.5B)
15% more funds holding in top 10
Funds holding in top 10: 84 → 97 (+13)
10% more funds holding
Funds holding: 1,684 → 1,844 (+160)
2% more repeat investments, than reductions
Existing positions increased: 723 | Existing positions reduced: 709
0.04% more ownership
Funds ownership: 77.95% → 77.99% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$679M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$225M |
| 3 |
Morgan Stanley
New York
|
+$177M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$176M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$418M |
| 2 |
State Street
Boston,
Massachusetts
|
-$337M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$233M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$175M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$146M |
CVS Hedge Fund Activity: Q4 2019 in Review
1,844 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2019, worth a combined $75.3B — up 18% from $63.9B a quarter earlier.
Buyers outnumbered sellers: 255 funds opened new CVS positions and 73 closed out — a net gain of 182 holders — while 723 added to existing stakes and 709 trimmed.
The largest buyer was Capital World Investors, adding an estimated $679M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $418M.
- 1,844 institutional investors held CVS Health (CVS) as of Q4 2019, up from 1,684 in Q3 2019.
- Funds reported $75.3B of CVS Health stock for Q4 2019, up 18% quarter-over-quarter.
- 255 funds opened new CVS Health positions in Q4 2019 and 73 closed out, a net change of +182 holders.
- The largest CVS Health buyer in Q4 2019 was Capital World Investors, an estimated $679M added.
- The largest CVS Health seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $418M sold.
Based on aggregated 13F filings for Q4 2019.