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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 %
MME
1851
Meag Munich Ergo
Germany
– -$1.47M -19,938 Closed
HIS
1852
Horizon Investment Services
Indiana
– -$1.43M -19,252 Closed
JWCA
1853
J.W. Cole Advisors
Florida
– -$1.29M -17,397 Closed
ATI
1854
Act Two Investors
California
– -$1.27M -17,113 Closed
HJMC
1855
Hellman Jordan Management Company
Massachusetts
– -$1.22M -16,399 Closed
TCM
1856
Teza Capital Management
Illinois
– -$1.2M -16,213 Closed
MIH
1857
Meitav Investment House
Israel
– -$1.19M -15,970 Closed
PF
1858
Phoenix Financial
Israel
– -$1.14M -15,471 Closed
DS
1859
DRW Securities
Illinois
– -$1.14M -15,345 Closed
LFA
1860
Legacy Financial Advisors
Kentucky
– -$1.13M -15,223 Closed
VI
1861
Versor Investments
New York
– -$973K -13,100 Closed
HHAM
1862
HITE Hedge Asset Management
Massachusetts
– -$966K -13,002 Closed
CWM
1863
Cordatus Wealth Management
Pennsylvania
– -$904K -12,164 Closed
AC
1864
Athanor Capital
New York
– -$899K -12,100 Closed
SM
1865
Southport Management
Wyoming
– -$743K -10,000 Closed
NIM
1866
NuWave Investment Management
New Jersey
– -$722K -9,709 Closed
CCI
1867
Credit Capital Investments
New Jersey
– -$706K -9,500 Closed
RA
1868
Rational Advisors
New York
– -$533K -7,176 Closed
S
1869
Surevest
California
– -$494K -6,656 Closed
CG
1870
CFO4Life Group
Texas
– -$489K -6,583 Closed
JT
1871
Jump Trading
Illinois
– -$455K -6,128 Closed
Cohen & Steers
1872
Cohen & Steers
New York
– -$416K -5,595 Closed
TVAMP
1873
Tennessee Valley Asset Management Partners
Tennessee
– -$410K -5,516 Closed
BA
1874
Birinyi Associates
Connecticut
– -$409K -5,500 Closed
ARTA
1875
A.R.T. Advisors
New York
– -$385K -5,179 Closed
73 74
75
76 77