CVS icon

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 %
DC
1851
DeDora Capital
California
– -$231K -3,522 Closed
PFC
1852
Phocas Financial Corp
California
– -$230K -3,505 Closed
RWMH
1853
Riverpoint Wealth Management Holdings
Illinois
– -$227K -3,468 Closed
CA
1854
Calton & Associates
Florida
– -$227K -3,457 Closed
BB
1855
Busey Bank
Illinois
– -$226K -3,443 Closed
JA
1856
JOYN Advisors
Georgia
– -$225K -3,434 Closed
MCM
1857
Maryland Capital Management
Maryland
– -$223K -3,408 Closed
BW
1858
Bison Wealth
Georgia
– -$222K -3,388 Closed
SFG
1859
SNS Financial Group
Minnesota
– -$220K -3,363 Closed
PPSG
1860
Princeton Portfolio Strategies Group
New Jersey
– -$220K -3,351 Closed
HHGA
1861
Halbert Hargrove Global Advisors
California
– -$218K -3,331 Closed
FFSOTS
1862
Fiduciary Financial Services of The Southwest
Texas
– -$215K -3,275 Closed
IIM
1863
Ipswich Investment Management
Massachusetts
– -$214K -3,270 Closed
FIG
1864
FundX Investment Group
California
– -$214K -3,267 Closed
BB
1865
Bell Bank
North Dakota
– -$210K -3,200 Closed
PFA
1866
Pure Financial Advisors
California
– -$209K -3,188 Closed
SSWM
1867
Smith Salley Wealth Management
North Carolina
– -$208K -3,171 Closed
RWP
1868
RWA Wealth Partners
Massachusetts
– -$207K -3,163 Closed
ACP
1869
Ashfield Capital Partners
California
– -$206K -3,148 Closed
SIM
1870
SSI Investment Management
California
– -$204K -3,101 Closed
MCM
1871
McRae Capital Management
New Jersey
– -$203K -3,100 Closed
FWM
1872
Fairhaven Wealth Management
Illinois
– -$201K -3,068 Closed
NP
1873
Ninepoint Partners
Ontario, Canada
– -$197K -3,000 Closed
CCA
1874
Catalyst Capital Advisors
New York
– -$183K -2,800 Closed
HCC
1875
Hirtle Callaghan & Co
Pennsylvania
– -$176K -2,680 Closed
73 74
75
76 77