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CVS Health

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EGA
1501
E&G Advisors
Texas
$279K -$2.57K -44 -0.9%
GFP
1502
Gryphon Financial Partners
Ohio
$278K +$278K +4,755 New
CWM
1503
Chesapeake Wealth Management
Virginia
$277K -$23.9K -410 -8%
BG
1504
Bahl & Gaynor
Ohio
$277K -$19.1K -326 -6%
CT
1505
Cambridge Trust
Massachusetts
$276K -$86.5K -1,479 -24%
PMFA
1506
Plante Moran Financial Advisors
Michigan
$276K +$5.85K +100 +2%
WA
1507
Wealth Architects
California
$276K +$34.7K +594 +14%
PAG
1508
Pinnacle Advisory Group
Maryland
$275K
CBTWT
1509
Community Bank & Trust (Waco, Texas)
Texas
$275K +$275K +4,711 New
HCM
1510
Hollencrest Capital Management
California
$274K -$12.4K -213 -4%
PIA
1511
Pinion Investment Advisors
Kansas
$274K
LFASL
1512
Lugano Financial Advisors SA (LFA)
Switzerland
$274K
OPS
1513
Orion Portfolio Solutions
Nebraska
$273K -$21.4K -366 -7%
ICM
1514
Islay Capital Management
Texas
$273K +$94.8K +1,625 +53%
HWA
1515
Heritage Wealth Advisors
Virginia
$273K -$19.6K -336 -7%
AWM
1516
Absher Wealth Management
North Carolina
$272K -$57.8K -990 -18%
PTP
1517
Platform Technology Partners
New York
$272K +$272K +4,665 New
RIA
1518
Realta Investment Advisors
Delaware
$271K -$622K -10,646 -70%
CCMG
1519
Clark Capital Management Group
Pennsylvania
$271K
AA
1520
ALPS Advisors
Colorado
$271K +$67.9K +1,164 +33%
VVP
1521
Venture Visionary Partners
Ohio
$270K +$270K +4,378 New
DBT
1522
Dubuque Bank & Trust
Iowa
$268K -$200K -3,433 -43%
PCM
1523
Pointe Capital Management
Michigan
$266K
ACS
1524
Archford Capital Strategies
Illinois
$264K -$32.3K -554 -11%
ZIC
1525
ZWJ Investment Counsel
Georgia
$263K