CVS Health
CVS
1,864 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 870 increasing their positions, 670 reducing their positions, and 100 closing their positions.
66% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 100
62% more call options, than puts
Call options by funds: $1.81B | Put options by funds: $1.12B
30% more repeat investments, than reductions
Existing positions increased: 870 | Existing positions reduced: 670
10% more capital invested
Capital invested by funds: $59.9B → $66.1B (+$6.22B)
3% more funds holding
Funds holding: 1,816 → 1,864 (+48)
0.5% more ownership
Funds ownership: 77.44% → 77.94% (+0.5%)
18% less funds holding in top 10
Funds holding in top 10: 103 → 84 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$895M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$557M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$161M |
| 4 |
Morgan Stanley
New York
|
+$152M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$354M |
| 2 |
Dodge & Cox
San Francisco,
California
|
-$306M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$191M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$158M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$102M |
CVS Hedge Fund Activity: Q2 2020 in Review
1,864 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q2 2020, worth a combined $66.1B — up 10% from $59.9B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new CVS positions and 100 closed out — a net gain of 66 holders — while 870 added to existing stakes and 670 trimmed.
The largest buyer was Capital World Investors, adding an estimated $895M. The largest seller was Charles Schwab, cutting an estimated $354M.
- 1,864 institutional investors held CVS Health (CVS) as of Q2 2020, up from 1,816 in Q1 2020.
- Funds reported $66.1B of CVS Health stock for Q2 2020, up 10% quarter-over-quarter.
- 166 funds opened new CVS Health positions in Q2 2020 and 100 closed out, a net change of +66 holders.
- The largest CVS Health buyer in Q2 2020 was Capital World Investors, an estimated $895M added.
- The largest CVS Health seller in Q2 2020 was Charles Schwab, an estimated $354M sold.
Based on aggregated 13F filings for Q2 2020.