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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 %
OAM
601
Oak Asset Management
California
$4.48M +$25.3K +370 +0.6%
AIA
602
Affinity Investment Advisors
California
$4.48M -$160K -2,347 -3%
EAM
603
Erste Asset Management
Austria
$4.47M +$1.76M +25,886 +65%
MJP
604
Michael J. Puzo
$4.47M +$96.2K +1,409 +2%
MPIM
605
McGinn Penninger Investment Management
Virginia
$4.45M +$4.45M +65,205 New
SHGA
606
Sand Hill Global Advisors
California
$4.45M +$160K +2,336 +4%
AAS
607
Avantax Advisory Services
Texas
$4.44M -$4.22M -61,739 -49%
WLPWM
608
Walled Lake Planning & Wealth Management
Illinois
$4.42M -$34.5K -505 -0.8%
LSWM
609
Lorne Steinberg Wealth Management
Canada
$4.42M +$4.42M +64,488 New
PAIM
610
Punch & Associates Investment Management
Minnesota
$4.39M -$109K -1,597 -2%
HAI
611
Hennessy Advisors Inc
California
$4.39M -$260K -3,800 -6%
ETC
612
Exchange Traded Concepts
Oklahoma
$4.38M +$290K +4,246 +7%
BCM
613
Brookstone Capital Management
Illinois
$4.37M +$384K +5,620 +10%
FCI
614
Financial Counselors Inc
Kansas
$4.37M -$574K -8,400 -12%
BRM
615
Boston Research & Management
Massachusetts
$4.33M +$47.6K +697 +1%
VFA
616
Voya Financial Advisors
Connecticut
$4.33M +$1.28M +18,825 +42%
SPC
617
Sigma Planning Corp
Michigan
$4.32M -$123K -1,806 -3%
GCM
618
Garland Capital Management
Washington
$4.32M +$64.9K +950 +2%
RFM
619
Royal Fund Management
Florida
$4.3M +$769K +11,265 +22%
KFP
620
KMG Fiduciary Partners
Ohio
$4.3M +$607K +8,609 +16%
HEIP
621
Hudson Edge Investment Partners
New Jersey
$4.29M +$413K +6,048 +11%
BC
622
Barnett & Company
Tennessee
$4.28M -$187K -2,743 -4%
MM
623
Meridian Management
Arkansas
$4.27M +$341 +5 +0%
AM
624
Atwater Malick
Pennsylvania
$4.27M +$97.9K +1,434 +2%
CIC
625
Cornercap Investment Counsel
Georgia
$4.26M -$63.2K -851 -1%