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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 %
UAM
726
Unison Asset Management
Florida
$3.18M +$3.18M +46,609 New
BDF
727
Balasa Dinverno & Foltz
$3.17M -$758K -11,098 -19%
VIA
728
Vident Investment Advisory
Georgia
$3.17M +$190K +2,778 +6%
DFA
729
Delta Financial Advisors
Louisiana
$3.17M -$18.3K -340 -0.6%
ANTB
730
AMG National Trust Bank
Colorado
$3.13M -$2.21M -32,373 -41%
WIS
731
Wright Investors Service
Connecticut
$3.13M -$402K -5,884 -11%
CI
732
Cigna Investments
Connecticut
$3.12M +$246K +3,605 +9%
IC
733
Intersect Capital
California
$3.1M +$141K +2,069 +5%
HFS
734
Hantz Financial Services
Michigan
$3.08M +$22.4K +328 +0.7%
TI
735
Truepoint Inc
Ohio
$3.07M -$318K -4,650 -9%
CGFI
736
Cypress Growth Fund III
California
$3.07M +$3.07M +45,000 New
BWL
737
Bogart Wealth LLC
Virginia
$3.06M -$316K -4,633 -9%
AC
738
Asio Capital
Kentucky
$3.06M -$1.02M -14,976 -25%
BC
739
Burney Company
Virginia
$3.03M +$182K +2,658 +6%
CCM
740
Cox Capital Management
Massachusetts
$3M +$104K +1,527 +4%
NSEDCP
741
NJ State Employees Deferred Compensation Plan
New Jersey
$2.99M
PAMG
742
Patton Albertson Miller Group
Tennessee
$2.99M +$19.9K +282 +0.7%
RRAM
743
River Road Asset Management
Kentucky
$2.98M +$123K +1,801 +4%
BOCM
744
Bontempo Ohly Capital Management
Maryland
$2.98M +$87.4K +1,280 +3%
VIM
745
Vancity Investment Management
British Columbia, Canada
$2.98M +$2.98M +43,635 New
AWM
746
Avitas Wealth Management
California
$2.96M +$2.96M +43,391 New
MP
747
McDonald Partners
Ohio
$2.95M +$2.95M +43,235 New
NCM
748
Neumann Capital Management
California
$2.94M -$20.5K -300 -0.7%
CF
749
Clarity Financial
Texas
$2.94M +$2.94M +43,006 New
BFS
750
Bradley Foster & Sargent
Connecticut
$2.93M -$175K -2,569 -6%