CVS Health
CVS
1,816 hedge funds and large institutions have $59.9B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 874 increasing their positions, 648 reducing their positions, and 153 closing their positions.
72% more call options, than puts
Call options by funds: $1.93B | Put options by funds: $1.12B
35% more repeat investments, than reductions
Existing positions increased: 874 | Existing positions reduced: 648
6% more funds holding in top 10
Funds holding in top 10: 97 → 103 (+6)
2% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 153
0.53% less ownership
Funds ownership: 77.96% → 77.44% (-0.53%)
2% less funds holding
Funds holding: 1,844 → 1,816 (-28)
20% less capital invested
Capital invested by funds: $75.4B → $59.9B (-$15.4B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$339M |
| 2 |
Morgan Stanley
New York
|
+$224M |
| 3 |
D.E. Shaw & Co
New York
|
+$212M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$196M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.3B |
| 2 |
Parnassus Investments
San Francisco,
California
|
-$622M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$420M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$315M |
| 5 |
Lazard Asset Management
New York
|
-$225M |
CVS Hedge Fund Activity: Q1 2020 in Review
1,816 of the 4,548 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2020, worth a combined $59.9B — down 20% from $75.4B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new CVS positions and 153 closed out — a net gain of 3 holders — while 874 added to existing stakes and 648 trimmed.
The largest buyer was Charles Schwab, adding an estimated $339M. The largest seller was Wellington Management Group, cutting an estimated $1.3B.
- 1,816 institutional investors held CVS Health (CVS) as of Q1 2020, down from 1,844 in Q4 2019.
- Funds reported $59.9B of CVS Health stock for Q1 2020, down 20% quarter-over-quarter.
- 156 funds opened new CVS Health positions in Q1 2020 and 153 closed out, a net change of +3 holders.
- The largest CVS Health buyer in Q1 2020 was Charles Schwab, an estimated $339M added.
- The largest CVS Health seller in Q1 2020 was Wellington Management Group, an estimated $1.3B sold.
Based on aggregated 13F filings for Q1 2020.