CVS Health
CVS
1,654 hedge funds and large institutions have $54.6B invested in CVS Health in 2019 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 754 increasing their positions, 660 reducing their positions, and 154 closing their positions.
37% more funds holding in top 10
Funds holding in top 10: 35 → 48 (+13)
14% more repeat investments, than reductions
Existing positions increased: 754 | Existing positions reduced: 660
1% less capital invested
Capital invested by funds: $55.1B → $54.6B (-$425M)
1.44% less ownership
Funds ownership: 78.75% → 77.31% (-1.4%)
3% less funds holding
Funds holding: 1,708 → 1,654 (-54)
20% less first-time investments, than exits
New positions opened: 123 | Existing positions closed: 154
20% less call options, than puts
Call options by funds: $1.14B | Put options by funds: $1.44B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$648M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$597M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$129M |
| 4 |
D.E. Shaw & Co
New York
|
+$97.1M |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$93.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$321M |
| 2 |
Parnassus Investments
San Francisco,
California
|
-$237M |
| 3 |
Neuberger Berman Group
New York
|
-$219M |
| 4 |
BlackRock
New York
|
-$127M |
| 5 |
MIHAS
Maj Invest Holding A/S
Copenhagen K,
Denmark
|
-$127M |
CVS Hedge Fund Activity: Q2 2019 in Review
1,654 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q2 2019, worth a combined $54.6B — down 0.77% from $55.1B a quarter earlier.
Sellers outnumbered buyers: 154 funds closed out of CVS and 123 opened new positions — a net loss of 31 holders — while 660 trimmed existing stakes and 754 added.
The largest buyer was Nuveen, adding an estimated $648M. The largest seller was T. Rowe Price Associates, cutting an estimated $321M.
- 1,654 institutional investors held CVS Health (CVS) as of Q2 2019, down from 1,708 in Q1 2019.
- Funds reported $54.6B of CVS Health stock for Q2 2019, down 0.77% quarter-over-quarter.
- 123 funds opened new CVS Health positions in Q2 2019 and 154 closed out, a net change of -31 holders.
- The largest CVS Health buyer in Q2 2019 was Nuveen, an estimated $648M added.
- The largest CVS Health seller in Q2 2019 was T. Rowe Price Associates, an estimated $321M sold.
Based on aggregated 13F filings for Q2 2019.