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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 %
TFO
1851
Tarbox Family Office
California
$51K +$13K +191 +34%
CTFG
1852
Capstone Triton Financial Group
Oklahoma
$51K +$51K +748 New
PO
1853
Private Ocean
California
$50K – – –
LS
1854
Leelyn Smith
Illinois
$49K -$11.6K -170 -19%
TIM
1855
Tortoise Investment Management
New York
$49K – – –
BCA
1856
Bray Capital Advisors
Florida
$49K – – –
SAM
1857
S.A. Mason
Michigan
$49K +$49K +711 New
PCC
1858
Park Circle Company
Maryland
$48K – – –
MIHAS
1859
Maj Invest Holding A/S
Denmark
$48K – – –
LWP
1860
Laurel Wealth Planning
Minnesota
$48K +$48K +710 New
MWC
1861
MBM Wealth Consultants
Missouri
$45K -$20.4K -300 -31%
AF
1862
Arrow Financial
New York
$45K -$12K -175 -21%
AIG
1863
American International Group
New York
$44.7K +$13.6K +198,427 +43%
APP
1864
Alpha Paradigm Partners
Illinois
$44K +$44K +642 New
EARNEST Partners
1865
EARNEST Partners
Georgia
$41K – – –
EIP
1866
Ellis Investment Partners
Pennsylvania
$41K +$3.91K +57 +11%
PCA
1867
Providence Capital Advisors
North Carolina
$41K +$41K +600 New
FHC
1868
First Horizon Corporation
Tennessee
$40K +$16.1K +236 +67%
SWM
1869
Selective Wealth Management
Virginia
$40K +$40K +592 New
EA
1870
Emerald Advisers
Pennsylvania
$39K +$339 +5 +0.9%
MAM
1871
Marquette Asset Management
Minnesota
$38K – – –
WFA
1872
West Financial Advisors
Iowa
$38K +$38K +550 New
PA
1873
Perennial Advisors
New York
$38K +$38K +560 New
SPWG
1874
Sage Private Wealth Group
Illinois
$36K +$36K +523 New
RWB
1875
RMR Wealth Builders
New Jersey
$36K +$36K +533 New
73 74
75
76 77