CVS icon

CVS Health
CVS

Overview Fund Activity

1,809 hedge funds and large institutions have $59.8B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 873 increasing their positions, 645 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
-28
Holders Change %
-1.52%
% of All Funds
39.96%
Holding in Top 10
103
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.19%
% of All Funds
2.28%
New
154
Increased
873
Reduced
645
Closed
153
Calls
$1.93B
Puts
$1.12B
Net Calls
+$806M
Net Calls Change
+$281M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$301M
2
Morgan Stanley
Morgan Stanley
New York
+$199M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$189M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
5
LSV Asset Management
LSV Asset Management
Illinois
+$162M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.16B
2
Parnassus Investments
Parnassus Investments
California
-$622M
3
Boston Partners
Boston Partners
Massachusetts
-$374M
4
CSIA
Charles Schwab Investment Advisory
California
-$315M
5
Lazard Asset Management
Lazard Asset Management
New York
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
1826
Duality Advisers
Florida
– -$5.85M -78,778 Closed
HCM
1827
Horan Capital Management
Maryland
– -$5.82M -78,295 Closed
AWM
1828
Arbor Wealth Management
Florida
– -$5.45M -73,359 Closed
VV
1829
Verity & Verity
South Carolina
– -$4.94M -66,540 Closed
MHI
1830
Miller Howard Investments
New York
– -$4.77M -64,240 Closed
AI
1831
Atria Investments
North Carolina
– -$3.86M -52,002 Closed
CB
1832
Cadence Bank
Mississippi
– -$3.11M -41,927 Closed
SCM
1833
Stevens Capital Management
Pennsylvania
– -$3.06M -41,192 Closed
BHWA
1834
Beacon Harbor Wealth Advisors
Virginia
– -$3.05M -41,107 Closed
RIA
1835
Regal Investment Advisors
Michigan
– -$2.68M -36,096 Closed
HAS
1836
HBW Advisory Services
California
– -$2.48M -33,477 Closed
Tudor Investment Corp
1837
Tudor Investment Corp
Connecticut
– -$2.48M -33,376 Closed
WKWM
1838
Walter & Keenan Wealth Management
Indiana
– -$2.33M -31,384 Closed
UAM
1839
UAS Asset Management
New York
– -$2.29M -30,759 Closed
TS
1840
Twin Securities
New York
– -$1.93M -25,934 Closed
FCM
1841
Fortis Capital Management
Washington
– -$1.88M -25,358 Closed
QSS
1842
Quantitative Systematic Strategies
Florida
– -$1.75M -23,580 Closed
WAM
1843
Wolverine Asset Management
Illinois
– -$1.75M -23,500 Closed
NIT
1844
NumerixS Investment Technologies
British Columbia, Canada
– -$1.71M -23,040 Closed
Wealth Enhancement Advisory Services
1845
Wealth Enhancement Advisory Services
Minnesota
– -$1.68M -22,570 Closed
Capstone Investment Advisors
1846
Capstone Investment Advisors
New York
– -$1.68M -22,553 Closed
CMO
1847
Covenant Multifamily Offices
Texas
– -$1.67M -22,484 Closed
ZCA
1848
Zeke Capital Advisors
Pennsylvania
– -$1.59M -21,349 Closed
MC
1849
Machina Capital
France
– -$1.52M -20,469 Closed
HS
1850
Haafor (Singapore)
Singapore
– -$1.5M -20,142 Closed
72 73
74
75 76