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CVS Health

1,776 hedge funds and large institutions have $69.2B invested in CVS Health in 2018 Q4 according to their latest regulatory filings, with 300 funds opening new positions, 894 increasing their positions, 485 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,776
Holders Change
+180
Holders Change %
+11.28%
% of All Funds
39.63%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.85%
New
300
Increased
894
Reduced
485
Closed
102
Calls
$1.13B
Puts
$775M
Net Calls
+$359M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Shares
Change %
MFP
1301
Meridian Financial Partners
Virginia
$494K +$494K +7,546 New
BPCE
1302
Bank Pictet & Cie (Europe)
Germany
$493K +$493K +7,525 New
AL
1303
Aspiriant LLC
California
$492K -$123K -1,872 -20%
WIM
1304
Westside Investment Management
California
$491K +$24.4K +373 +5%
WCA
1305
Westover Capital Advisors
Delaware
$491K +$491K +7,499 New
BPB
1306
Badgley, Phelps & Bell
Washington
$490K +$102K +1,553 +26%
DAM
1307
Diamant Asset Management
Connecticut
$489K -$47.5K -725 -9%
LWAC
1308
Laurel Wealth Advisors (California)
California
$487K -$6.49K -99 -1%
ECG
1309
Edge Capital Group
Georgia
$487K +$487K +7,429 New
QPWM
1310
Quadrant Private Wealth Management
Pennsylvania
$486K +$132K +2,016 +37%
CBT
1311
Capital Bank & Trust
California
$484K +$131K +1,994 +37%
LSAG
1312
Lake Street Advisors Group
New Hampshire
$482K +$115K +1,749 +31%
Carson Wealth (CWM LLC)
1313
Carson Wealth (CWM LLC)
Nebraska
$482K +$324K +4,948 +206%
MC
1314
Miles Capital
Iowa
$481K +$268K +4,092 +126%
CWM
1315
Cornerstone Wealth Management
Missouri
$479K -$21.7M -326,020 -98%
Fayez Sarofim & Co
1316
Fayez Sarofim & Co
Texas
$478K +$478K +7,295 New
BHBT
1317
Burke & Herbert Bank & Trust
Virginia
$476K +$31.6K +483 +7%
BFO
1318
Biltmore Family Office
North Carolina
$474K +$48.9K +747 +12%
GRP
1319
Global Retirement Partners
California
$474K +$124K +1,895 +35%
VIM
1320
Vista Investment Management
Pennsylvania
$474K +$151K +2,300 +47%
CPA
1321
Clear Perspective Advisors
Illinois
$473K +$19.6K +300 +4%
FDS
1322
First Dallas Securities
Texas
$472K +$78.6K +1,200 +20%
PTB
1323
Pioneer Trust Bank
Oregon
$470K -$23.9K -365 -5%
EGA
1324
E&G Advisors
Texas
$470K -$13.1K -200 -3%
AAM
1325
Augustine Asset Management
Florida
$470K +$470K +7,178 New