CVS icon

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 %
W
1676
WealthOne
New York
$44K +$44K +678 New
EMG
1677
ETF Managers Group
New Jersey
$43K +$43K +660 New
CAC
1678
Certified Advisory Corp
Florida
$42K +$13.3K +202 +46%
1NWS
1679
1 North Wealth Services
Maryland
$42K +$42K +635 New
CGT
1680
Capital Guardian Trust
California
$41K -$78.1K -1,185 -66%
TIM
1681
Tortoise Investment Management
New York
$41K +$1.58K +24 +4%
TFO
1682
Tarbox Family Office
California
$41K +$9.74K +149 +31%
BWA
1683
Burt Wealth Advisors
Maryland
$40K +$1.32K +20 +3%
PFSC
1684
Peoples Financial Services Corp
Pennsylvania
$40K +$5.63K +86 +16%
FNC
1685
First National Corp
Massachusetts
$40K +$40K +608 New
EARNEST Partners
1686
EARNEST Partners
Georgia
$39K +$8.49K +130 +28%
OFW
1687
Omnia Family Wealth
Florida
$38K +$6.7K +101 +21%
Schroder Investment Management Group
1688
Schroder Investment Management Group
United Kingdom
$36K -$52.4K -799,066 -59%
ARMC
1689
American Research & Management Company
Massachusetts
$35K
RIA
1690
RPG Investment Advisory
California
$34K -$7.12K -110 -17%
LWA
1691
Lenox Wealth Advisors
New York
$33K -$41.3K -626 -56%
PA
1692
Perennial Advisors
New York
$33K
APW
1693
Acima Private Wealth
Virginia
$33K +$33K +500 New
GWMIA
1694
Global Wealth Management Investment Advisory
Florida
$33K +$33K +506 New
WCM
1695
Whitener Capital Management
North Carolina
$32K +$6.85K +106 +27%
QAM
1696
QCI Asset Management
New York
$31K +$16.5K +250 +113%
LF
1697
Lee Financial
Texas
$30K +$3.33K +51 +13%
DSI
1698
Daiwa SB Investments
Japan
$30K +$30K +460 New
AIA
1699
Alera Investment Advisors
Illinois
$29K +$29K +450 New
FRA
1700
Front Row Advisors
California
$28K +$2.5K +38 +10%