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CVS Health

1,855 hedge funds and large institutions have $66.1B invested in CVS Health in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 866 increasing their positions, 667 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,855
Holders Change
+46
Holders Change %
+2.54%
% of All Funds
38.13%
Holding in Top 10
84
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-18.45%
% of All Funds
1.73%
New
166
Increased
866
Reduced
667
Closed
102
Calls
$1.79B
Puts
$1.11B
Net Calls
+$684M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
1701
Focused Wealth Management
New York
$130K +$15K +232 +13%
C
1702
Cerebellum
California
$130K +$130K +1,793 New
SIS
1703
Sound Income Strategies
Florida
$124K -$5.67K -87 -4%
FWM
1704
Filbrandt Wealth Management
Wisconsin
$124K +$94.8K +1,460 +324%
CWA
1705
Core Wealth Advisors
Florida
$123K
AA
1706
AlphaMark Advisors
Kentucky
$121K +$43.6K +672 +56%
RDWM
1707
Red Door Wealth Management
Tennessee
$120K +$27K +417 +29%
WCG
1708
Weaver Consulting Group
California
$114K +$9.07K +139 +9%
PFSC
1709
Peoples Financial Services Corp
Pennsylvania
$114K +$24.7K +380 +28%
FNBOSM
1710
First National Bank of South Miami
Florida
$113K +$1.63K +25 +1%
M
1711
Mirova
France
$111K -$2.14K -33 -2%
SFM
1712
Systematic Financial Management
New Jersey
$110K
KPW
1713
Kore Private Wealth
New York
$109K -$28.3K -439 -21%
GFA
1714
Gifford Fong Associates
California
$109K
CI
1715
CX Institutional
Indiana
$108K -$19K -293 -15%
ZB
1716
Zions Bancorporation
Utah
$107K -$14.5K -222 -12%
AC
1717
AlphaCore Capital
California
$106K
PFBT
1718
Parkside Financial Bank & Trust
Missouri
$106K +$9.01K +139 +9%
AIC
1719
Ayalon Insurance Company
Israel
$103K
PB
1720
Pinnacle Bancorp
Nebraska
$103K +$2.27K +35 +2%
CA
1721
Centerpoint Advisors
Massachusetts
$103K +$5.34K +82 +5%
BL
1722
Balentine LLC
Georgia
$102K +$50.5K +780 +98%
ACM
1723
AUA Capital Management
Pennsylvania
$101K -$70.3K -1,086 -41%
TPWA
1724
TRUE Private Wealth Advisors
Oregon
$100K +$1.62K +25 +2%
TCM
1725
TD Capital Management
Tennessee
$99K