CVS Health
CVS
1,601 hedge funds and large institutions have $61.9B invested in CVS Health in 2017 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 506 increasing their positions, 768 reducing their positions, and 136 closing their positions.
61% more first-time investments, than exits
New positions opened: 219 | Existing positions closed: 136
17% more capital inflows, than outflows
Capital inflows: $7.86B | Capital outflows: $6.69B
4% more funds holding
Funds holding: 1,534 → 1,601 (+67)
1.79% more ownership
Funds ownership: 82.59% → 84.38% (+1.8%)
34% less repeat investments, than reductions
Existing positions increased: 506 | Existing positions reduced: 768
35% less call options, than puts
Call options by funds: $662M | Put options by funds: $1.01B
43% less funds holding in top 10
Funds holding in top 10: 67 → 38 (-29)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$493M |
| 2 |
American International Group
New York
|
+$479M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$460M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$407M |
| 5 |
Glenview Capital Management
New York
|
+$396M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$855M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$757M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$465M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$379M |
| 5 |
Amundi Asset Management US
Boston,
Massachusetts
|
-$321M |
CVS Hedge Fund Activity: Q4 2017 in Review
1,601 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2017, worth a combined $61.9B — down 9.3% from $68.3B a quarter earlier.
Buyers outnumbered sellers: 219 funds opened new CVS positions and 136 closed out — a net gain of 83 holders — while 506 added to existing stakes and 768 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $493M. The largest seller was Massachusetts Financial Services, cutting an estimated $855M.
- 1,601 institutional investors held CVS Health (CVS) as of Q4 2017, up from 1,534 in Q3 2017.
- Funds reported $61.9B of CVS Health stock for Q4 2017, down 9.3% quarter-over-quarter.
- 219 funds opened new CVS Health positions in Q4 2017 and 136 closed out, a net change of +83 holders.
- The largest CVS Health buyer in Q4 2017 was Arrowstreet Capital, an estimated $493M added.
- The largest CVS Health seller in Q4 2017 was Massachusetts Financial Services, an estimated $855M sold.
Based on aggregated 13F filings for Q4 2017.