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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 %
RC
426
RegentAtlantic Capital
New Jersey
$8.24M -$415K -6,076 -5%
MAM
427
Madison Asset Management
Wisconsin
$8.22M – – –
CAM
428
Carret Asset Management
New York
$8.21M -$10K -147 -0.1%
AC
429
Addenda Capital
Quebec, Canada
$8.16M -$135K -1,980 -2%
KIC
430
Keating Investment Counselors
Florida
$8.15M -$88.8K -1,300 -1%
RMC
431
Resources Management Corp
Connecticut
$8.09M +$53.4K +782 +0.7%
SI
432
Stephens Inc
Arkansas
$8.03M +$1.2M +17,517 +18%
HI
433
HBK Investments
Texas
$8.03M -$1.75M -25,625 -18%
MNBTD
434
Moody National Bank Trust Division
Texas
$8.02M +$106K +1,548 +1%
LBC
435
Lowe Brockenbrough & Co
Virginia
$7.99M +$646K +9,455 +9%
OPCM
436
Osborne Partners Capital Management
California
$7.97M -$302K -4,416 -4%
WC
437
Woodstock Corp
Massachusetts
$7.87M +$236K +3,455 +3%
LDFR
438
Lehman & Derafelo Financial Resources
Pennsylvania
$7.86M -$203K -2,971 -3%
DWM
439
Dorchester Wealth Management
Quebec, Canada
$7.85M -$95.1K -1,393 -1%
GAM
440
Gotham Asset Management
New York
$7.85M -$3.75M -54,880 -32%
SAM
441
Securian Asset Management
Minnesota
$7.84M -$299K -4,383 -4%
BAS
442
Brown Advisory Securities
Maryland
$7.82M +$774K +11,330 +11%
WAM
443
Wallington Asset Management
Indiana
$7.82M +$58.4K +855 +0.8%
RIL
444
Rothschild Investment LLC
Illinois
$7.67M -$90K -1,317 -1%
NI
445
Nepsis Inc
Minnesota
$7.66M +$6.42M +94,015 +519%
VWM
446
Venturi Wealth Management
Texas
$7.65M -$53.8K -788 -0.7%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$7.63M -$677K -9,905 -8%
CA
448
Cullinan Associates
Kentucky
$7.62M -$600K -8,787 -7%
FCM
449
Fairholme Capital Management
Florida
$7.59M +$7.59M +111,100 New
TAIM
450
Te Ahumairangi Investment Management
New Zealand
$7.58M +$509K +7,450 +7%
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