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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
+$285M
2
Franklin Resources
Franklin Resources
California
+$274M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$245M
4
Ameriprise
Ameriprise
Minnesota
+$244M
5
Boston Partners
Boston Partners
Massachusetts
+$181M

Top Sellers

1
BlackRock
BlackRock
New York
-$533M
2
KBC Group
KBC Group
Belgium
-$235M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$227M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$214M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
826
Smith, Moore & Co
Missouri
$2.22M +$725K +10,622 +48%
SWA
827
SFMG Wealth Advisors
Texas
$2.21M -$41K -601 -2%
VRM
828
Vectors Research Management
New York
$2.21M +$170K +2,494 +8%
BRWM
829
B. Riley Wealth Management
Tennessee
$2.21M +$2.21M +32,399 New
IBOK
830
Independence Bank of Kentucky
Kentucky
$2.21M -$148K -2,170 -6%
SIM
831
Sonora Investment Management
Arizona
$2.21M -$143K -2,089 -6%
CCMT
832
CMT Capital Markets Trading
Germany
$2.2M +$2.2M +32,250 New
WWM
833
Western Wealth Management
Colorado
$2.2M +$285K +4,178 +15%
WCA
834
Westover Capital Advisors
Delaware
$2.2M -$29.2K -428 -1%
HC
835
HNP Capital
New York
$2.2M +$174K +2,551 +9%
XWM
836
Xcel Wealth Management
Florida
$2.2M +$15.2K +222 +0.7%
SIAG
837
Signet Investment Advisory Group
Rhode Island
$2.19M +$2.19M +32,102 New
RCIM
838
Russell Clark Investment Management
United Kingdom
$2.19M – – –
RB
839
Rodgers Brothers
Pennsylvania
$2.18M -$41K -600 -2%
SC
840
SouthState Corp
Florida
$2.17M -$313K -4,577 -13%
PFS
841
Prospera Financial Services
Texas
$2.17M +$1.57M +22,957 +262%
BUB
842
BBVA USA Bancshares
Texas
$2.16M +$22.8K +334 +1%
IAS
843
IMA Advisory Services
Colorado
$2.16M +$2.16M +31,639 +77,168%
CT
844
Coastline Trust
Rhode Island
$2.16M +$103K +1,515 +5%
LPT
845
Legacy Private Trust
Wisconsin
$2.16M -$1.7M -24,902 -44%
MCM
846
Monument Capital Management
Virginia
$2.15M +$2.15M +31,530 New
BCP
847
Blackhawk Capital Partners
Wisconsin
$2.15M +$86.3K +1,478 +4%
OAJ
848
Ogorek Anthony Joseph
New York
$2.13M +$63.6K +931 +3%
RAM
849
Roanoke Asset Management
New Jersey
$2.12M -$125K -1,835 -6%
FCCM
850
First City Capital Management
Georgia
$2.12M -$1.66M -22,561 -44%
32 33
34
35 36