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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 %
APC
1726
Aspire Private Capital
North Carolina
$15K +$15K +227 New
CJA
1727
C-J Advisory
California
$14K
FEG
1728
Financial Enhancement Group
Indiana
$14K
CA
1729
Crewe Advisors
Utah
$14K +$6.67K +100 +91%
EWA
1730
ERTS Wealth Advisors
Michigan
$14K +$14K +216 New
KCM
1731
Karp Capital Management
California
$14K +$14K +219 New
HCM
1732
Hilton Capital Management
New York
$13K
IFAM
1733
Institutional & Family Asset Management
Colorado
$13K +$3.19K +50 +32%
LYV
1734
Live Your Vision
Pennsylvania
$13K +$4.88K +75 +60%
O
1735
Ossiam
France
$13K +$13K +198 New
TC
1736
Trust Company
Kansas
$12K
LWANC
1737
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K +$12K +183 New
SL
1738
Salomon & Ludwin
Virginia
$12K +$12K +188 New
AJ
1739
Ashburton (Jersey)
Jersey
$11.7K +$191 +2,908 +2%
LWA
1740
Lowe Wealth Advisors
Maryland
$11K +$64 +1 +0.6%
SPL
1741
Smart Portfolios LLC
Washington
$11K +$11K +167 New
KC
1742
Knuff & Co
California
$11K +$11K +174 New
EI
1743
Ellevest Inc
New York
$10K +$10K +150 New
SFA
1744
Semmax Financial Advisors
North Carolina
$10K +$10K +156 New
GWA
1745
Guidant Wealth Advisors
Illinois
$8K
LWM
1746
Liberty Wealth Management
California
$8K +$8K +135 New
NC
1747
NewSquare Capital
Pennsylvania
$7K
BAMG
1748
Brand Asset Management Group
Missouri
$7K
JGIA
1749
Jackson Grant Investment Advisers
Connecticut
$7K +$7K +111 New
WAS
1750
WESPAC Advisors SoCal
California
$6K