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CVS Health

1,554 hedge funds and large institutions have $67.7B invested in CVS Health in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 647 increasing their positions, 679 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 6871 (+3)

2% more capital invested

Capital invested by funds: $66.5B → $67.7B (+$1.16B)

0.01% less ownership

Funds ownership: 82.54%82.53% (-0.01%)

5% less repeat investments, than reductions

Existing positions increased: 647 | Existing positions reduced: 679

9% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 92

1% less funds holding

Funds holding: 1,5771,554 (-23)

19% less call options, than puts

Call options by funds: $494M | Put options by funds: $613M

Holders
1,554
Holders Change
-23
Holders Change %
-1.46%
% of All Funds
38.64%
Holding in Top 10
71
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.41%
% of All Funds
1.77%
New
84
Increased
647
Reduced
679
Closed
92
Calls
$494M
Puts
$613M
Net Calls
-$119M
Net Calls Change
-$55.9M

CVS Hedge Fund Activity: Q2 2017 in Review

1,554 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q2 2017, worth a combined $67.7B — up 1.8% from $66.5B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of CVS and 84 opened new positions — a net loss of 8 holders — while 679 trimmed existing stakes and 647 added.

The largest buyer was Fidelity Investments, adding an estimated $430M. The largest seller was Barclays, cutting an estimated $376M.

  • 1,554 institutional investors held CVS Health (CVS) as of Q2 2017, down from 1,577 in Q1 2017.
  • Funds reported $67.7B of CVS Health stock for Q2 2017, up 1.8% quarter-over-quarter.
  • 84 funds opened new CVS Health positions in Q2 2017 and 92 closed out, a net change of -8 holders.
  • The largest CVS Health buyer in Q2 2017 was Fidelity Investments, an estimated $430M added.
  • The largest CVS Health seller in Q2 2017 was Barclays, an estimated $376M sold.

Based on aggregated 13F filings for Q2 2017.