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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 %
AA
1926
Argent Advisors
Louisiana
– -$217K -2,884 Closed
PAS
1927
Park Avenue Securities
New York
– -$214K -2,876 Closed
MPI
1928
Mairs & Power Inc
Minnesota
– -$213K -2,873 Closed
RG
1929
Renaissance Group
Kentucky
– -$213K -2,869 Closed
LCM
1930
LVM Capital Management
Michigan
– -$213K -2,863 Closed
RWP
1931
RWA Wealth Partners
Massachusetts
– -$212K -2,854 Closed
PIMG
1932
Patriot Investment Management Group
Tennessee
– -$208K -2,807 Closed
MFW
1933
Mosaic Family Wealth
Missouri
– -$208K -2,804 Closed
MCM
1934
McRae Capital Management
New Jersey
– -$208K -2,800 Closed
AWE
1935
Avidian Wealth Enterprises
Texas
– -$207K -2,782 Closed
BRC
1936
Bell Rock Capital
Delaware
– -$205K -2,763 Closed
TFS
1937
Thoroughbred Financial Services
Tennessee
– -$205K -2,762 Closed
FWCM
1938
Ferguson Wellman Capital Management
Oregon
– -$205K -2,758 Closed
RM
1939
Resource Management
Louisiana
– -$204K -2,751 Closed
CCMT
1940
CMT Capital Markets Trading
Germany
– -$204K -2,750 Closed
NL
1941
NWAM LLC
Washington
– -$204K -2,748 Closed
AL
1942
Aspiriant LLC
California
– -$204K -2,744 Closed
FAB
1943
First American Bank
Illinois
– -$204K -2,743 Closed
BB
1944
Bell Bank
North Dakota
– -$202K -2,721 Closed
NJBEST
1945
New Jersey Better Educational Savings Trust
New Jersey
– -$201K -2,700 Closed
HI
1946
Human Investing
Oregon
– -$56K -760 Closed
ACM
1947
Allred Capital Management
Texas
– -$54.5K -734 Closed
KWM
1948
Keebeck Wealth Management
Illinois
– -$48K -650 Closed
FPS
1949
Fieldpoint Private Securities
Connecticut
– -$43K -572 Closed
EA
1950
Emerald Advisers
Pennsylvania
– -$41K -558 Closed
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