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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 %
CWS
1676
Cypress Wealth Services
California
$238K +$238K +3,486 New
RFN
1677
RDA Financial Network
Iowa
$238K +$238K +3,491 New
BSB
1678
Bangor Savings Bank
Maine
$237K -$10.3K -150 -4%
NFG
1679
Nations Financial Group
Iowa
$237K +$237K +3,471 New
ONST
1680
Old North State Trust
North Carolina
$236K -$105K -1,542 -31%
AMIM
1681
Aull & Monroe Investment Management
Alabama
$236K -$17.2K -252 -7%
GSIS
1682
Global Strategic Investment Solutions
Arizona
$236K
EWM
1683
Evermay Wealth Management
Virginia
$235K +$235K +3,435 New
PP
1684
PDS Planning
Ohio
$234K +$234K +3,432 New
BAM
1685
Berkshire Asset Management
Pennsylvania
$233K +$233K +3,409 New
SW
1686
SteelPeak Wealth
California
$232K -$192K -2,814 -45%
SWMP
1687
Signature Wealth Management Partners
New Jersey
$232K +$232K +3,393 New
CF
1688
Corrigan Financial
Rhode Island
$232K +$232K +3,390 New
W
1689
WealthStone
Ohio
$231K +$231K +3,385 New
TFS
1690
Thoroughbred Financial Services
Tennessee
$231K +$231K +3,389 New
FNBOH
1691
First National Bank of Hutchinson
Kansas
$230K +$230K +3,208 New
MSA
1692
Marino Stram & Associates
Massachusetts
$230K +$230K +3,366 New
FPWM
1693
FSB Premier Wealth Management
Iowa
$230K +$230K +3,369 New
SICM
1694
Sustainable Insight Capital Management
New York
$229K +$229K +3,351 New
UBV
1695
United Bank (Virginia)
Virginia
$229K +$229K +3,357 New
CL
1696
Choreo LLC
Illinois
$228K -$15.4K -225 -6%
TIA
1697
Tandem Investment Advisors
South Carolina
$228K +$228K +3,340 New
WTFG
1698
Wells Trecaso Financial Group
Ohio
$228K +$228K +3,342 New
DWM
1699
Darwin Wealth Management
Florida
$227K +$227K +3,336 New
AIC
1700
Ameritas Investment Company
Nebraska
$225K +$2.99K +44 +1%