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CVS Health

1,809 hedge funds and large institutions have $59.8B invested in CVS Health in 2020 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 873 increasing their positions, 645 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
-28
Holders Change %
-1.52%
% of All Funds
39.96%
Holding in Top 10
103
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.19%
% of All Funds
2.28%
New
154
Increased
873
Reduced
645
Closed
153
Calls
$1.93B
Puts
$1.12B
Net Calls
+$806M
Net Calls Change
+$281M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMG
1451
Clark Capital Management Group
Pennsylvania
$319K -$3.15K -53 -1%
RIM
1452
Reliant Investment Management
Tennessee
$319K +$319K +5,385 New
FCM
1453
Fairbanks Capital Management
California
$316K -$169K -2,849 -35%
HIC
1454
Holderness Investments Company
North Carolina
$315K -$60K -1,011 -16%
WSTAM
1455
Wilbanks Smith & Thomas Asset Management
Virginia
$314K +$3.38K +57 +1%
SFA
1456
Sequoia Financial Advisors
Ohio
$314K +$33.5K +566 +12%
TWP
1457
Tempus Wealth Planning
California
$312K +$41.4K +699 +15%
BPA
1458
Beacon Pointe Advisors
California
$312K +$142K +2,389 +84%
CWM
1459
Chesapeake Wealth Management
Virginia
$310K -$7.3K -123 -2%
JWA
1460
JFS Wealth Advisors
Pennsylvania
$309K -$525K -8,855 -63%
KWA
1461
KCS Wealth Advisory
California
$309K -$24.1K -406 -7%
FIM
1462
Frontier Investment Management
Texas
$309K -$9.77K -165 -3%
PMFA
1463
Plante Moran Financial Advisors
Michigan
$309K +$30.3K +512 +11%
RMDI
1464
R.M. Davis Inc
Maine
$309K +$131K +2,211 +74%
AP
1465
Atwood & Palmer
Missouri
$308K +$11K +185 +4%
AWP
1466
Ascent Wealth Partners
New York
$307K -$20.7K -349 -6%
HWA
1467
Heritage Wealth Advisors
Virginia
$307K -$34.1K -575 -10%
CFN
1468
Cordasco Financial Network
Florida
$305K +$187K +3,143 +158%
PA
1469
Perennial Advisors
New York
$305K +$305K +5,145 New
SP
1470
Successful Portfolios
Florida
$304K +$39.4K +664 +15%
SCM
1471
Salem Capital Management
Massachusetts
$303K
SC
1472
Scholtz & Company
Connecticut
$302K +$302K +5,093 New
LFASL
1473
Lugano Financial Advisors SA (LFA)
Switzerland
$300K
GIM
1474
Groesbeck Investment Management
New Jersey
$299K -$2.14M -36,069 -88%
SFM
1475
Signet Financial Management
New Jersey
$299K -$99.9K -1,578 -25%