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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 %
KCM
1901
Kathmere Capital Management
Pennsylvania
$20K +$20K +300 New
KFS
1902
Kelly Financial Services
Massachusetts
$19.3K – – –
FWM
1903
Filbrandt Wealth Management
Wisconsin
$19K -$12.2K -176 -39%
FWM
1904
FSA Wealth Management
Massachusetts
$19K +$19K +281 New
PCFFS
1905
Pacific Center for Financial Services
California
$17K -$20.5K -301 -55%
CCA
1906
Column Capital Advisors
Indiana
$16K -$159K -2,385 -91%
CPWM
1907
Cypress Point Wealth Management
Texas
$16K +$16K +233 New
LWA
1908
Lowe Wealth Advisors
Maryland
$15K +$68 +1 +0.5%
BSSFA
1909
Baron Silver Stevens Financial Advisors
Florida
$15K +$15K +224 New
D
1910
Diversified
Delaware
$15K +$15K +249 New
LWA
1911
Lenox Wealth Advisors
New York
$14K -$3.33K -48 -19%
RG
1912
Retirement Group
California
$14K +$396 +6 +3%
AIC
1913
Ayalon Insurance Company
Israel
$13K -$12.6K -188 -49%
BBHBI
1914
B, B, H, & B Inc
Alabama
$13K – – –
EWA
1915
Evolution Wealth Advisors
Florida
$13K – – –
FA
1916
Fortis Advisors
Pennsylvania
$13K +$13K +185 New
BFG
1917
Baron Financial Group
New Jersey
$12.8K +$68 +1 +0.5%
MCM
1918
MV Capital Management
Maryland
$12K – – –
HS
1919
Horan Securities
United States
$12K +$6.77K +101 +129%
BA
1920
Bellwether Advisors
Nebraska
$12K +$12K +188 New
NL
1921
NVWM LLC
Pennsylvania
$11K -$558K -8,676 -98%
IWP
1922
IAG Wealth Partners
Wisconsin
$11K +$69 +1 +0.6%
SC
1923
Steph & Co
Wisconsin
$10K – – –
TCWA
1924
Ten Capital Wealth Advisors
Washington
$10K +$10K +142 New
FBT
1925
First Bank & Trust
South Dakota
$9K +$5.48K +81 +156%
75 76
77
78 79