CVS Health
CVS
1,577 hedge funds and large institutions have $66.5B invested in CVS Health in 2017 Q1 according to their latest regulatory filings, with 148 funds opening new positions, 667 increasing their positions, 654 reducing their positions, and 102 closing their positions.
45% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 102
2% more funds holding
Funds holding: 1,549 → 1,577 (+28)
1.35% more ownership
Funds ownership: 81.18% → 82.54% (+1.4%)
2% more repeat investments, than reductions
Existing positions increased: 667 | Existing positions reduced: 654
3% less capital invested
Capital invested by funds: $68.3B → $66.5B (-$1.85B)
5% less call options, than puts
Call options by funds: $1.16B | Put options by funds: $1.22B
18% less funds holding in top 10
Funds holding in top 10: 83 → 68 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.85B |
| 2 |
Barclays
London,
United Kingdom
|
+$340M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$280M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$213M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$209M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWG
C WorldWide Group
Copenhagen,
Denmark
|
-$244M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$215M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$212M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$190M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$180M |
CVS Hedge Fund Activity: Q1 2017 in Review
1,577 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2017, worth a combined $66.5B — down 2.7% from $68.3B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new CVS positions and 102 closed out — a net gain of 46 holders — while 667 added to existing stakes and 654 trimmed.
The largest buyer was BlackRock, adding an estimated $4.85B. The largest seller was C WorldWide Group, cutting an estimated $244M.
- 1,577 institutional investors held CVS Health (CVS) as of Q1 2017, up from 1,549 in Q4 2016.
- Funds reported $66.5B of CVS Health stock for Q1 2017, down 2.7% quarter-over-quarter.
- 148 funds opened new CVS Health positions in Q1 2017 and 102 closed out, a net change of +46 holders.
- The largest CVS Health buyer in Q1 2017 was BlackRock, an estimated $4.85B added.
- The largest CVS Health seller in Q1 2017 was C WorldWide Group, an estimated $244M sold.
Based on aggregated 13F filings for Q1 2017.