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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 %
PP
1901
Palladium Partners
Virginia
– -$251K -3,378 Closed
CL
1902
CPWM LLC
Washington
– -$250K -3,370 Closed
RWMH
1903
Riverpoint Wealth Management Holdings
Illinois
– -$249K -3,350 Closed
HFA
1904
High Falls Advisors
New York
– -$247K -3,323 Closed
NNP
1905
Nachman Norwood & Parrott
South Carolina
– -$246K -3,306 Closed
FIG
1906
FundX Investment Group
California
– -$243K -3,267 Closed
GDP
1907
Great Diamond Partners
Maine
– -$239K -3,218 Closed
PFA
1908
Pure Financial Advisors
California
– -$238K -3,199 Closed
MIFH
1909
Migdal Insurance & Financial Holdings
Israel
– -$236K -3,193 Closed
PV
1910
Private Vista
Illinois
– -$237K -3,190 Closed
AA
1911
Apriem Advisors
California
– -$236K -3,178 Closed
TC
1912
Trilogy Capital
California
– -$234K -3,176 Closed
AP
1913
Appleton Partners
Massachusetts
– -$234K -3,151 Closed
TA
1914
TFG Advisers
Michigan
– -$233K -3,143 Closed
IIM
1915
Ipswich Investment Management
Massachusetts
– -$232K -3,120 Closed
PFC
1916
Phocas Financial Corp
California
– -$230K -3,105 Closed
MCM
1917
Murphy Capital Management
New Jersey
– -$230K -3,098 Closed
SIM
1918
SSI Investment Management
California
– -$228K -3,068 Closed
BA
1919
Bristlecone Advisors
Washington
– -$225K -3,022 Closed
NEPPG
1920
New England Professional Planning Group
Rhode Island
– -$222K -2,995 Closed
SFG
1921
StrategIQ Financial Group
Indiana
– -$222K -2,986 Closed
PPSG
1922
Princeton Portfolio Strategies Group
New Jersey
– -$219K -2,950 Closed
AFM
1923
Andesa Financial Management
Pennsylvania
– -$218K -2,926 Closed
MG
1924
Mather Group
Illinois
– -$215K -2,898 Closed
SSWM
1925
Smith Salley Wealth Management
North Carolina
– -$215K -2,897 Closed
75 76
77
78 79