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CVS Health

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
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
501
Searcy Financial Services
Kansas
$6.34M +$65.4K +957 +1%
BS
502
Boenning & Scattergood
Pennsylvania
$6.3M +$401K +5,867 +7%
CAM
503
Cubic Asset Management
Massachusetts
$6.28M +$189K +2,767 +3%
CRB
504
Chad R. Baker
$6.23M
AWA
505
ARS Wealth Advisors
Florida
$6.22M +$1.84M +26,918 +42%
VAS
506
Valicenti Advisory Services
New York
$6.21M +$153K +2,233 +3%
YIA
507
YHB Investment Advisors
Connecticut
$6.19M -$15.6K -228 -0.3%
AOWM
508
Alpha Omega Wealth Management
Virginia
$6.18M +$89.1K +1,304 +1%
CA
509
Capitolis Advisors
New York
$6.16M +$6.16M +90,175 New
PC
510
Permit Capital
Pennsylvania
$6.15M +$888K +13,000 +17%
AL
511
AJO LP
Pennsylvania
$6.12M +$509K +7,446 +9%
AI
512
Atria Investments
North Carolina
$6.12M +$1.24M +18,157 +25%
WPIC
513
White Pine Investment Company
Michigan
$5.99M +$242K +3,545 +4%
GWM
514
Geneos Wealth Management
Colorado
$5.98M +$62.4K +878 +1%
IG
515
ING Group
Netherlands
$5.98M +$3.81M +55,730 +175%
ERIM
516
Eagle Ridge Investment Management
Connecticut
$5.96M -$200K -2,931 -3%
FPTW
517
Franklin, Parlapiano, Turner & Welch
Texas
$5.94M +$161K +2,352 +3%
FVCM
518
F&V Capital Management
Florida
$5.92M +$492K +7,210 +9%
CA
519
Cetera Advisors
Colorado
$5.91M +$1.85M +27,109 +46%
CSPAM
520
Cary Street Partners Asset Management
Virginia
$5.89M +$5.89M +218,093 New
MWM
521
Madison Wealth Management
Ohio
$5.84M +$1.71M +24,995 +41%
MIA
522
MainStreet Investment Advisors
Illinois
$5.83M -$300K -4,385 -5%
EFIC
523
Eliot Finkel Investment Counsel
California
$5.81M +$2.33M +34,047 +67%
EVM
524
Evelyn V. Moreno
$5.78M -$135K -1,980 -2%
BHTS
525
Bar Harbor Trust Services
Maine
$5.77M -$74.5K -1,091 -1%