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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.

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

Top Sellers

1
BlackRock
1
BlackRock
New York
$6.32B
2
KBC Group
2
KBC Group
Belgium
$275M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$950M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$119M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$391M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCG
1876
Fort Pitt Capital Group
Pennsylvania
$35K +$35K +512 New
AFG
1877
Albion Financial Group
Utah
$35K +$35K +515 New
LWM
1878
Liberty Wealth Management
California
$34K -$10.1K -144 -23%
BWA
1879
Burt Wealth Advisors
Maryland
$34K – – –
PP
1880
PrairieView Partners
Minnesota
$34K – – –
RA
1881
Reby Advisors
Connecticut
$34K +$34K +498 New
APC
1882
Aspire Private Capital
North Carolina
$33K +$481 +7 +1%
AWG
1883
Altus Wealth Group
Colorado
$32K +$32K +476 New
CFO
1884
CVA Family Office
Colorado
$31K – – –
FCM
1885
Firestone Capital Management
Florida
$31K +$6.86K +102 +28%
AAP
1886
Arax Advisory Partners
Colorado
$29K -$5.25K -77 -15%
AWM
1887
Avior Wealth Management
Nebraska
$29K -$1.2K -18 -4%
VCM
1888
Versant Capital Management
Arizona
$28K -$136 -2 -0.5%
RFA
1889
Reilly Financial Advisors
California
$28K +$8.54K +125 +44%
MWP
1890
Meridian Wealth Partners
Pennsylvania
$27K +$27K +401 New
FP
1891
Financial Perspectives
Minnesota
$26.6K -$2.87K -42 -10%
GWM
1892
Greenhouse Wealth Management
Connecticut
$26K +$26K +377 New
JGIA
1893
Jackson Grant Investment Advisers
Connecticut
$25K +$14K +202 +128%
SWP
1894
ShoreHaven Wealth Partners
New Jersey
$25K +$25K +372 New
DAC
1895
Dividend Assets Capital
South Carolina
$24K +$24K +355 New
FRA
1896
Front Row Advisors
California
$23K – – –
BII
1897
Bainco International Investors
Massachusetts
$22K +$22K +315 New
AL
1898
ADE LLC
Maryland
$21K +$21K +301 New
RBC
1899
Roble Belko & Company
Pennsylvania
$20K – – –
HFA
1900
Hoover Financial Advisors
Pennsylvania
$20K +$20K +265 New
74 75
76
77 78