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CVS Health
CVS

Overview Fund Activity

1,963 hedge funds and large institutions have $68.1B invested in CVS Health in 2020 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 837 increasing their positions, 718 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,963
Holders Change
+155
Holders Change %
+8.57%
% of All Funds
34.83%
Holding in Top 10
60
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+30.43%
% of All Funds
1.06%
New
275
Increased
837
Reduced
718
Closed
94
Calls
$1.88B
Puts
$1.36B
Net Calls
+$523M
Net Calls Change
-$123M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.2B
2
Franklin Resources
Franklin Resources
California
$1.56B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$777M
4
Ameriprise
Ameriprise
Minnesota
$533M
5
Boston Partners
Boston Partners
Massachusetts
$251M

Top Sellers

1
BlackRock
BlackRock
New York
$6.32B
2
KBC Group
KBC Group
Belgium
$275M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$950M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$119M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$391M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
401
Kovitz Investment Group Partners
Illinois
$9.1M +$926K +13,565 +11%
DA
402
DSC Advisors
Illinois
$9.04M -$18.2K -266 -0.2%
SIC
403
Salem Investment Counselors
North Carolina
$8.97M -$177K -2,595 -2%
BRA
404
Biechele Royce Advisors
Indiana
$8.97M +$199K +2,907 +2%
SAM
405
Stansberry Asset Management
Texas
$8.9M +$205K +2,998 +2%
ECM
406
Evergreen Capital Management
Washington
$8.9M +$8.5M +124,478 +2,127%
IIM
407
Intact Investment Management
Quebec, Canada
$8.9M -$1.28M -18,800 -13%
TW
408
TrinityPoint Wealth
Connecticut
$8.88M +$1.64M +22,157 +23%
CCM
409
Campbell Capital Management
Florida
$8.88M +$130K +1,700 +1%
WF
410
Welch & Forbes
Massachusetts
$8.68M -$27.4K -401 -0.3%
WT
411
Whittier Trust
California
$8.67M +$275K +4,028 +3%
MC
412
Miramar Capital
Illinois
$8.67M +$1.56M +21,340 +22%
WCMN
413
Westchester Capital Management (Nebraska)
Nebraska
$8.67M +$140K +2,047 +2%
MHC
414
Meyer Handelman Company
New York
$8.64M +$467K +6,833 +6%
LOPW
415
Live Oak Private Wealth
North Carolina
$8.63M +$374K +5,480 +5%
FLPIM
416
F.L. Putnam Investment Management
Massachusetts
$8.62M +$967K +14,152 +13%
II
417
IFM Investors
Australia
$8.6M +$1.27M +18,531 +17%
Wolverine Trading
418
Wolverine Trading
Illinois
$8.58M +$136K +2,008 +2%
CIA
419
Capital Investment Advisors
Georgia
$8.4M +$1.15M +16,793 +16%
SFI
420
Siemens Fonds Invest
Germany
$8.39M +$8.39M +123,858 New
GI
421
Gradient Investments
Minnesota
$8.35M -$120K -2,061 -1%
PIM
422
Perpetual Investment Management
Australia
$8.35M +$8.35M +123,296 New
BRCM
423
Bright Rock Capital Management
Massachusetts
$8.33M – – –
STB
424
S&T Bank
Pennsylvania
$8.29M +$91.2K +1,335 +1%
BG
425
Bellevue Group
Switzerland
$8.24M -$4.53M -66,386 -36%
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