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CVS Health
CVS

Overview Fund Activity

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.73B
2
Nordea Investment Management
Nordea Investment Management
Sweden
$1.19B
3
AQR Capital Management
AQR Capital Management
Connecticut
$219M
4
Morgan Stanley
Morgan Stanley
New York
$1.5B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.38B

Top Sellers

1
Charles Schwab
Charles Schwab
California
$738M
2
Dodge & Cox
Dodge & Cox
California
$1.04B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.16B
4
Franklin Resources
Franklin Resources
California
$985M
5
Deutsche Bank
Deutsche Bank
Germany
$314M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMC
1926
Westwood Management Corporation
Illinois
– -$243K -4,100 Closed
CCP
1927
Clarkston Capital Partners
Michigan
– -$238K -4,012 Closed
WP
1928
WealthSource Partners
California
– -$231K -3,896 Closed
ML
1929
McAdam LLC
Pennsylvania
– -$231K -3,885 Closed
AIS
1930
Accurate Investment Solutions
Pennsylvania
– -$225K -3,797 Closed
QCM
1931
Quantinno Capital Management
New York
– -$225K -3,786 Closed
FI
1932
FormulaFolio Investments
Michigan
– -$215K -3,629 Closed
IC
1933
Inverness Counsel
New York
– -$211K -3,550 Closed
SFO
1934
Stokes Family Office
Louisiana
– -$208K -3,506 Closed
WTB
1935
Washington Trust Bank
Washington
– -$201K -3,383 Closed
DWM
1936
Darwin Wealth Management
Florida
– -$190K -3,215 Closed
EWM
1937
EPG Wealth Management
Georgia
– -$169K -2,850 Closed
WG
1938
Welch Group
Alabama
– -$110K -1,846 Closed
CC
1939
Cognios Capital
Kansas
– -$98K -1,661 Closed
PHK
1940
Point72 Hong Kong
Hong Kong
– -$79K -1,331 Closed
MWM
1941
MBE Wealth Management
Wisconsin
– -$52K -891 Closed
AA
1942
Advisory Alpha
Michigan
– -$49K -799 Closed
NEIRG
1943
New England Investment & Retirement Group
Massachusetts
– -$25K -425 Closed
1W
1944
1776 Wealth
Georgia
– -$31K -420 Closed
QAM
1945
QCI Asset Management
New York
– -$21K -356 Closed
KLWA
1946
Kelly Lawrence W & Associates
California
– -$16K -263 Closed
BII
1947
Bainco International Investors
Massachusetts
– -$15K -249 Closed
AS
1948
Altshuler Shaham
Israel
– -$13K -216 Closed
FEG
1949
Financial Enhancement Group
Indiana
– -$11K -180 Closed
FGAM
1950
Financial Gravity Asset Management
Texas
– -$9.34K -157 Closed
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