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CVS Health
CVS

Overview Fund Activity

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.93B
2
Franklin Resources
2
Franklin Resources
California
$1.1B
3
BlackRock
3
BlackRock
New York
$5.86B
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$985M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$197M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$783M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$514M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.01B
4
CS
4
Credit Suisse
Switzerland
$161M
5
Goldman Sachs
5
Goldman Sachs
New York
$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1876
Berkshire Asset Management
Pennsylvania
– -$370K -5,689 Closed
CRC
1877
Curi RMB Capital
Illinois
– -$353K -5,446 Closed
PPWM
1878
PFG Private Wealth Management
Florida
– -$346K -5,324 Closed
SC
1879
Scholtz & Company
Connecticut
– -$336K -5,168 Closed
BCM
1880
Breiter Capital Management
Florida
– -$325K -5,000 Closed
PTC
1881
Petrus Trust Company
Texas
– -$310K -4,771 Closed
BWP
1882
BSW Wealth Partners
Colorado
– -$302K -4,643 Closed
WSFS
1883
Wilmington Savings Fund Society
Delaware
– -$295K -4,535 Closed
WP
1884
WealthShield Partners
North Carolina
– -$293K -4,515 Closed
VWA
1885
V Wealth Advisors
Kansas
– -$291K -4,484 Closed
Coatue Management
1886
Coatue Management
New York
– -$290K -4,463 Closed
BW
1887
Bison Wealth
Georgia
– -$286K -4,399 Closed
BFA
1888
Beacon Financial Advisory
Ohio
– -$278K -4,292 Closed
Two Sigma Advisers
1889
Two Sigma Advisers
New York
– -$273K -4,200 Closed
FA
1890
Faithward Advisors
Pennsylvania
– -$272K -4,194 Closed
FI
1891
Fosun International
China
– -$268K -4,167 Closed
PFS
1892
Physicians Financial Services
North Carolina
– -$251K -3,870 Closed
NAS
1893
Nicolet Advisory Services
Wisconsin
– -$249K -3,836 Closed
BI
1894
Bramshill Investments
Florida
– -$243K -3,733 Closed
LA
1895
LVW Advisors
New York
– -$242K -3,719 Closed
PWS
1896
Private Wealth Strategies
Ohio
– -$237K -3,650 Closed
DMC
1897
Drexel Morgan & Co
Pennsylvania
– -$236K -3,631 Closed
CSIC
1898
Clifford Swan Investment Counsel
California
– -$234K -3,609 Closed
WCM
1899
Washburn Capital Management
Florida
– -$234K -3,605 Closed
GAM
1900
Gould Asset Management
California
– -$234K -3,600 Closed
74 75
76
77 78