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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 %
LFASL
1551
Lugano Financial Advisors SA (LFA)
Switzerland
$328K +$25.9K +379 +9%
MCC
1552
Money Concepts Capital
Florida
$328K +$328K +4,796 New
FWSM
1553
First Wilshire Securities Management
California
$325K -$78.1K -1,143 -19%
WA
1554
Wealth Architects
California
$325K +$1.85K +27 +0.6%
SF
1555
Symphony Financial
Texas
$325K +$42.5K +607 +15%
EW
1556
Evoke Wealth
California
$324K -$1.12M -16,400 -78%
MIP
1557
Marietta Investment Partners
Wisconsin
$324K -$98.9K -1,450 -23%
SP
1558
Successful Portfolios
Florida
$323K -$8.8K -129 -3%
CC
1559
Cannell & Co
New York
$322K +$50.5K +739 +19%
CCM
1560
Coldstream Capital Management
Washington
$321K +$75.3K +1,101 +31%
PAG
1561
Pinnacle Advisory Group
Maryland
$320K -$1.71K -25 -0.5%
ICM
1562
Islay Capital Management
Texas
$320K
HCM
1563
Hollencrest Capital Management
California
$320K
EGA
1564
E&G Advisors
Texas
$319K -$6.82K -100 -2%
MWM
1565
Minot Wealth Management
Massachusetts
$318K -$1.36M -19,859 -81%
BIA
1566
Bigelow Investment Advisors
Maine
$318K -$44.4K -650 -12%
CBT
1567
Capital Bank & Trust
California
$315K -$60.7K -887 -16%
GM
1568
GeoWealth Management
Illinois
$315K +$51.1K +775 +19%
CWM
1569
Chesapeake Wealth Management
Virginia
$314K -$11.4K -166 -3%
LWA
1570
Lineweaver Wealth Advisors
Ohio
$314K +$36.4K +533 +13%
AA
1571
ALPS Advisors
Colorado
$311K -$6.35K -93 -2%
CCMG
1572
Clark Capital Management Group
Pennsylvania
$311K -$5.66K -83 -2%
AWA
1573
AmeriServ Wealth Advisors
Pennsylvania
$311K +$311K +4,551 New
WMA
1574
Wealth Management Associates
New Jersey
$309K +$4.37K +64 +1%
IAMOG
1575
Investors Asset Management of Georgia
Georgia
$308K -$168K -2,465 -35%