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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 %
SN
1826
Sittner & Nelson
Oregon
$72K +$72K +1,060 New
JWM
1827
Janiczek Wealth Management
Colorado
$71K +$59.8K +875 +534%
HWM
1828
HighMark Wealth Management
Minnesota
$70K +$52.1K +765 +291%
CFFP
1829
Center for Financial Planning
Michigan
$69K
AWM
1830
Accel Wealth Management
Iowa
$68K +$68K +992 New
PP
1831
Pacifica Partners
Canada
$67K -$1.76M -26,021 -96%
CT
1832
Clearstead Trust
Maine
$66K
ST
1833
Sageworth Trust
Pennsylvania
$66K +$49K +722 +289%
ADIM
1834
Alpha DNA Investment Management
Maryland
$65K +$65K +965 New
BAM
1835
Barrett Asset Management
New York
$63K -$8.9K -130 -12%
COCM
1836
Charter Oak Capital Management
New Hampshire
$63K +$63K +923 New
AA
1837
Addison Advisors
Vermont
$63K +$63K +927 New
HFA
1838
HC Financial Advisors
California
$61K +$26.9K +395 +79%
APWA
1839
Atlas Private Wealth Advisors
New Jersey
$61K +$37.5K +550 +159%
BWM
1840
Birchcreek Wealth Management
Ohio
$61K +$61K +900 New
BFC
1841
Bedel Financial Consulting
Indiana
$59K +$6.83K +100 +13%
LFG
1842
Larson Financial Group
Missouri
$59K +$7.79K +114 +15%
PGAM
1843
Princeton Global Asset Management
New Jersey
$59K +$51.5K +759 +690%
NIM
1844
NuWave Investment Management
New Jersey
$57K -$234K -3,415 -80%
IFAM
1845
Institutional & Family Asset Management
Colorado
$57K +$30.8K +450 +118%
LWANC
1846
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K +$409 +6 +0.7%
WOC
1847
West Oak Capital
California
$54K -$27.2K -400 -33%
BDS
1848
Banco de Sabadell
Florida
$53K -$33.8K -500 -39%
SLF
1849
Sun Life Financial
Ontario, Canada
$53K -$752 -11 -1%
FFC
1850
First Financial Corp
Indiana
$53K