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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 %
FPS
1776
Fieldpoint Private Securities
Connecticut
$135K +$135K +1,977 New
SWA
1777
SOA Wealth Advisors
New York
$134K +$134K +1,827 New
EI
1778
Ellevest Inc
New York
$131K -$6.57K -96 -5%
PB
1779
Pinnacle Bancorp
Nebraska
$131K
MVP
1780
Miller Value Partners
Florida
$130K +$37.2K +544 +40%
GSAM
1781
Grant Street Asset Management
Pennsylvania
$128K +$128K +1,871 New
ME
1782
McIlrath & Eck
Washington
$125K +$57.9K +851 +86%
CAM
1783
CenterStar Asset Management
Illinois
$123K
BCP
1784
Blue Chip Partners
Michigan
$122K -$50.3K -734 -29%
CI
1785
CX Institutional
Indiana
$122K +$41.1K +599 +51%
MF
1786
Manchester Financial
California
$120K
PWMG
1787
Prestige Wealth Management Group
New Jersey
$119K -$21.4K -313 -15%
SIS
1788
Sound Income Strategies
Florida
$116K +$204 +3 +0.2%
LGA
1789
Lebenthal Global Advisors
New York
$116K +$116K +1,700 New
SFM
1790
Systematic Financial Management
New Jersey
$115K
GFA
1791
Gifford Fong Associates
California
$114K
MAM
1792
McCarthy Asset Management
California
$112K +$112K +1,636 New
CWC
1793
Carolinas Wealth Consulting
North Carolina
$108K +$63.3K +928 +141%
ACM
1794
AUA Capital Management
Pennsylvania
$107K
NFSG
1795
Newbridge Financial Services Group
Florida
$106K -$62.9K -919 -37%
TPWA
1796
TRUE Private Wealth Advisors
Oregon
$106K +$1.36K +20 +1%
ED
1797
Exane Derivatives
France
$103K +$820 +12 +0.8%
FCB
1798
First Command Bank
Texas
$103K +$29.5K +433 +40%
FCFS
1799
First Command Financial Services
Texas
$103K +$29.5K +433 +40%
FWM
1800
Focused Wealth Management
New York
$102K -$35.8K -522 -26%