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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 %
PG
1876
Patten Group
Tennessee
– -$137K -2,094 Closed
SEIA
1877
Signature Estate & Investment Advisors
California
– -$105K -1,596 Closed
WANY
1878
Wealthspire Advisors (New York)
New York
– -$80K -1,223 Closed
MS
1879
Mizuho Securities
Japan
– -$79K -1,200 Closed
VCM
1880
Vigilant Capital Management
Maine
– -$71K -1,079 Closed
ANBT
1881
American National Bank & Trust
Texas
– -$64K -973 Closed
W
1882
WealthOne
New York
– -$44K -678 Closed
EMG
1883
ETF Managers Group
New Jersey
– -$43K -660 Closed
PA
1884
Perennial Advisors
New York
– -$33K -500 Closed
DSI
1885
Daiwa SB Investments
Japan
– -$30K -460 Closed
TFA
1886
Transamerica Financial Advisors
Florida
– -$27K -400 Closed
WDL
1887
Well Done LLC
Michigan
– -$25K -385 Closed
FA
1888
Fortis Advisors
Pennsylvania
– -$22K -335 Closed
FTI
1889
Fiduciary Trust International
Massachusetts
– -$17K -258 Closed
CWM
1890
Catamount Wealth Management
Connecticut
– -$17K -252 Closed
FPS
1891
Fieldpoint Private Securities
Connecticut
– -$15K -223 Closed
KCM
1892
Karp Capital Management
California
– -$14K -219 Closed
EWA
1893
ERTS Wealth Advisors
Michigan
– -$14K -216 Closed
O
1894
Ossiam
France
– -$13K -198 Closed
KC
1895
Knuff & Co
California
– -$11K -174 Closed
SPL
1896
Smart Portfolios LLC
Washington
– -$11K -167 Closed
GWA
1897
Guidant Wealth Advisors
Illinois
– -$8K -125 Closed
JGIA
1898
Jackson Grant Investment Advisers
Connecticut
– -$7K -111 Closed
BOPW
1899
Brandywine Oak Private Wealth
Pennsylvania
– -$5K -91 Closed
CWM
1900
Cedar Wealth Management
California
– -$5K -73 Closed
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