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CVS Health
CVS

Overview Fund Activity

1,837 hedge funds and large institutions have $75.3B invested in CVS Health in 2019 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 723 increasing their positions, 708 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,837
Holders Change
+157
Holders Change %
+9.35%
% of All Funds
36.28%
Holding in Top 10
97
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+15.48%
% of All Funds
1.92%
New
252
Increased
723
Reduced
708
Closed
73
Calls
$2.15B
Puts
$1.63B
Net Calls
+$524M
Net Calls Change
+$375M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$815M
2
Truist Financial
2
Truist Financial
North Carolina
$259M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.28B
4
DZ Bank
4
DZ Bank
Germany
$224M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$257M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$811M
2
State Street
2
State Street
Massachusetts
$4.14B
3
Franklin Resources
3
Franklin Resources
California
$1.33B
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$32.7M
5
VVP
5
Vulcan Value Partners
Alabama
$496M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
1876
Point72 Hong Kong
Hong Kong
– -$347K -5,504 Closed
TSS
1877
Two Sigma Securities
New York
– -$338K -5,365 Closed
LA
1878
LVW Advisors
New York
– -$324K -5,140 Closed
DIM
1879
DC Investments Management
Virginia
– -$289K -4,580 Closed
SWA
1880
Stratos Wealth Advisors
Ohio
– -$277K -4,397 Closed
KA
1881
KLCM Advisors
Wisconsin
– -$274K -4,344 Closed
GAG
1882
GM Advisory Group
New York
– -$255K -4,036 Closed
CBTWT
1883
Community Bank & Trust (Waco, Texas)
Texas
– -$254K -4,031 Closed
BAM
1884
Bruderman Asset Management
New York
– -$289K -3,994 Closed
BWP
1885
BSW Wealth Partners
Colorado
– -$249K -3,955 Closed
CAG
1886
Csenge Advisory Group
Florida
– -$245K -3,871 Closed
JIP
1887
Jaffetilchin Investment Partners
Florida
– -$241K -3,816 Closed
HWA
1888
HCR Wealth Advisors
California
– -$219K -3,474 Closed
PTC
1889
Petrus Trust Company
Texas
– -$208K -3,293 Closed
QC
1890
QCM Cayman
Texas
– -$206K -3,262 Closed
BIM
1891
Bridges Investment Management
Nebraska
– -$206K -3,254 Closed
BCAM
1892
Boston Common Asset Management
Massachusetts
– -$204K -3,240 Closed
GSWM
1893
Golden State Wealth Management
California
– -$129K -2,051 Closed
DP
1894
Denver PWM
Colorado
– -$98.9K -1,586 Closed
PCM
1895
Princeton Capital Management
New Jersey
– -$69K -1,095 Closed
FL
1896
Fort LP
Maryland
– -$58K -919 Closed
NCM
1897
Nelson Capital Management
California
– -$54K -860 Closed
NCM
1898
Next Capital Management
New York
– -$54K -858 Closed
CA
1899
Crewe Advisors
Utah
– -$53K -835 Closed
WCM
1900
Whitener Capital Management
North Carolina
– -$39K -631 Closed
73 74 75
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