CVS icon

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 %
FHC
1651
First Heartland Consultants
Missouri
$255K +$255K +3,737 New
WP
1652
WealthPLAN Partners
Nebraska
$254K -$55.7K -764 -18%
EFSCE
1653
Enterprise Financial Services Corp (EFSC)
Missouri
$252K -$1.03K -15 -0.4%
MFW
1654
Mosaic Family Wealth
Missouri
$252K +$7.03K +103 +3%
IWS
1655
Insight Wealth Strategies
California
$251K -$34.9K -511 -12%
MCM
1656
Magnolia Capital Management
New York
$250K -$7.86K -115 -3%
GCIA
1657
Gabelli & Co Investment Advisers
New York
$249K +$10.2K +150 +4%
RM
1658
Resource Management
Louisiana
$249K +$12.7K +186 +5%
CSWG
1659
Cardinal Strategic Wealth Guidance
Kentucky
$248K
EAMA
1660
EFG Asset Management (Americas)
Florida
$248K +$248K +3,626 New
JSC
1661
Jackson Square Capital
California
$247K -$5.47K -80 -2%
TCM
1662
Tradewinds Capital Management
Washington
$246K
TFM
1663
TFC Financial Management
Massachusetts
$246K +$8.67K +127 +4%
MA
1664
MCF Advisors
Kentucky
$246K +$101K +1,474 +69%
OC
1665
Oakworth Capital
Alabama
$245K
KWA
1666
KCS Wealth Advisory
California
$244K -$3K -44 -1%
MTC
1667
McDaniel Terry & Co
Texas
$243K -$34.4K -504 -12%
PCP
1668
Proficio Capital Partners
Massachusetts
$243K -$27K -395 -10%
SC
1669
Slow Capital
California
$243K +$31.7K +463 +15%
CMBA
1670
C.M. Bidwell & Associates
Hawaii
$242K +$48K +702 +25%
LFA
1671
Landmark Financial Advisors
Kentucky
$242K +$242K +3,177 New
XF
1672
XML Financial
Maryland
$240K -$102K -1,500 -30%
MWM
1673
Mission Wealth Management
California
$240K +$240K +3,520 New
WG
1674
Watchman Group
Texas
$239K
RWMH
1675
Riverpoint Wealth Management Holdings
Illinois
$238K +$1.91K +28 +0.8%