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CVS Health
CVS

Overview Fund Activity

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

Top Buyers

1
Capital International Investors
Capital International Investors
California
$1.2B
2
Franklin Resources
Franklin Resources
California
$1.56B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$777M
4
Ameriprise
Ameriprise
Minnesota
$533M
5
Boston Partners
Boston Partners
Massachusetts
$251M

Top Sellers

1
BlackRock
BlackRock
New York
$6.32B
2
KBC Group
KBC Group
Belgium
$275M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$950M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$119M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$391M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1801
Baystate Wealth Management
Massachusetts
$102K -$33.3K -489 -25%
MCA
1802
Mercer Capital Advisers
New Jersey
$102K – – –
CDIA
1803
Capital Directions Investment Advisors
Georgia
$102K – – –
FFA
1804
Freedman Financial Associates
Massachusetts
$102K +$102K +1,496 New
RCA
1805
Ranch Capital Advisors
Florida
$100K -$134K -1,981 -57%
SWM
1806
Sugarloaf Wealth Management
Georgia
$97K -$3.6K -53 -4%
DAM
1807
Delta Asset Management
Tennessee
$95K +$15.9K +232 +20%
BAM
1808
Bellevue Asset Management
Washington
$92K +$73 +1 +0.1%
TI
1809
Truehand Inc
New Hampshire
$91K – – –
MIFH
1810
Migdal Insurance & Financial Holdings
Israel
$91K – – –
CL
1811
COWA LLC
Oklahoma
$87K +$87K +1,154 New
TCM
1812
TD Capital Management
Tennessee
$86K -$29.3K -428 -25%
PS
1813
Planned Solutions
California
$86K – – –
IHWM
1814
Iron Horse Wealth Management
Iowa
$85K +$85K +1,244 New
HI
1815
Hudock Inc
Pennsylvania
$84K +$610 +9 +0.7%
MLFP
1816
MPS Loria Financial Planners
Illinois
$84K +$6.45K +92 +8%
TWM
1817
Tradition Wealth Management
Minnesota
$84K +$84K +1,234 New
MGIM
1818
M&G Investment Management
United Kingdom
$82.9K +$3.9K +57,382 +5%
AWM
1819
AllSquare Wealth Management
New York
$78K +$13.6K +200 +21%
WPA
1820
West Paces Advisors
Georgia
$77.4K – – –
SIAG
1821
Safeguard Investment Advisory Group
California
$77K +$77K +1,140 New
GAM
1822
Gemmer Asset Management
California
$74K -$4.66K -68 -6%
MHR
1823
Matthew Hamilton Rosenberg
$74K +$68 +1 +0.1%
PCH
1824
PGIM Custom Harvest
New Jersey
$73K +$73K +978 New
GCM
1825
Gables Capital Management
Florida
$72K – – –
71 72
73
74 75