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CVS Health

1,531 hedge funds and large institutions have $68.2B invested in CVS Health in 2017 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 598 increasing their positions, 718 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $67.6B → $68.2B (+$585M)

0.03% more ownership

Funds ownership: 82.51%82.54% (+0.03%)

1% less funds holding

Funds holding: 1,5521,531 (-21)

7% less funds holding in top 10

Funds holding in top 10: 7166 (-5)

10% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 78

17% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 718

21% less call options, than puts

Call options by funds: $457M | Put options by funds: $579M

Holders
1,531
Holders Change
-21
Holders Change %
-1.35%
% of All Funds
38.17%
Holding in Top 10
66
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.04%
% of All Funds
1.65%
New
70
Increased
598
Reduced
718
Closed
78
Calls
$457M
Puts
$579M
Net Calls
-$122M
Net Calls Change
-$3.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.3B +$77.1M +974,813 +1%
BlackRock
2
BlackRock
New York
$5.25B +$235M +2,964,930 +5%
State Street
3
State Street
Massachusetts
$3.43B -$117M -1,476,035 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.77B +$308M +3,898,265 +13%
Bank of America
5
Bank of America
North Carolina
$1.58B -$25.5M -322,675 -2%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.5B -$89.2M -1,127,418 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.38B +$8.93M +112,946 +0.7%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.32B -$66.2M -836,333 -5%
Northern Trust
9
Northern Trust
Illinois
$1.31B +$37.1M +468,626 +3%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$1.15B -$3.97M -50,191 -0.4%
Franklin Resources
11
Franklin Resources
California
$1.07B -$36.7M -463,620 -3%
UBS Group
12
UBS Group
Switzerland
$942M +$36M +454,492 +4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$883M +$34M +430,377 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$863M +$19.5M +246,659 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$860M +$38.1M +481,262 +5%
Wells Fargo
16
Wells Fargo
California
$844M -$7.56M -95,538 -0.9%
Norges Bank
17
Norges Bank
Norway
$843M
Macquarie Group
18
Macquarie Group
Australia
$716M -$71M -898,122 -9%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$713M +$36.2M +458,135 +6%
VVP
20
Vulcan Value Partners
Alabama
$710M +$82.8M +1,046,719 +14%
VAM
21
Veritas Asset Management
United Kingdom
$705M +$18.7M +235,960 +3%
Deutsche Bank
22
Deutsche Bank
Germany
$701M +$96.3M +1,216,867 +16%
Morgan Stanley
23
Morgan Stanley
New York
$673M +$21.3M +268,854 +3%
Ameriprise
24
Ameriprise
Minnesota
$649M +$146M +1,849,593 +30%
ClearBridge Investments
25
ClearBridge Investments
New York
$628M +$2.91M +36,803 +0.5%

CVS Hedge Fund Activity: Q3 2017 in Review

1,531 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q3 2017, worth a combined $68.2B — up 0.86% from $67.6B a quarter earlier.

Sellers outnumbered buyers: 78 funds closed out of CVS and 70 opened new positions — a net loss of 8 holders — while 718 trimmed existing stakes and 598 added.

The largest buyer was Fidelity Investments, adding an estimated $308M. The largest seller was Magellan Asset Management, cutting an estimated $1.06B.

  • 1,531 institutional investors held CVS Health (CVS) as of Q3 2017, down from 1,552 in Q2 2017.
  • Funds reported $68.2B of CVS Health stock for Q3 2017, up 0.86% quarter-over-quarter.
  • 70 funds opened new CVS Health positions in Q3 2017 and 78 closed out, a net change of -8 holders.
  • The largest CVS Health buyer in Q3 2017 was Fidelity Investments, an estimated $308M added.
  • The largest CVS Health seller in Q3 2017 was Magellan Asset Management, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2017.