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CVS Health

1,808 hedge funds and large institutions have $58.1B invested in CVS Health in 2020 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 826 increasing their positions, 705 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,808
Holders Change
-47
Holders Change %
-2.53%
% of All Funds
36.58%
Holding in Top 10
46
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-45.24%
% of All Funds
0.93%
New
114
Increased
826
Reduced
705
Closed
143
Calls
$1.81B
Puts
$1.16B
Net Calls
+$646M
Net Calls Change
-$38.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
1926
AlphaCore Capital
California
-$106K -1,629 Closed
BL
1927
Balentine LLC
Georgia
-$102K -1,575 Closed
CWP
1928
CFM Wealth Partners
Texas
-$89K -1,385 Closed
RWB
1929
RMR Wealth Builders
New Jersey
-$88K -1,355 Closed
AWM
1930
Apollon Wealth Management
South Carolina
-$78K -1,207 Closed
WFMPM
1931
Woodley Farra Manion Portfolio Management
Indiana
-$71K -1,093 Closed
CWM
1932
Campbell Wealth Management
Virginia
-$49K -749 Closed
HIM
1933
Hillsdale Investment Management
Ontario, Canada
-$48K -740 Closed
MWA
1934
MFA Wealth Advisors
Pennsylvania
-$44.4K -683 Closed
KWM
1935
Keebeck Wealth Management
Illinois
-$42K -650 Closed
PA
1936
Perennial Advisors
New York
-$32K -500 Closed
HFA
1937
Hoover Financial Advisors
Pennsylvania
-$32K -490 Closed
WR
1938
Watson Rebecca
-$22K -336 Closed
EWP
1939
Engrave Wealth Partners
Texas
-$20K -310 Closed
FWM
1940
FSA Wealth Management
Massachusetts
-$18K -281 Closed
DTIM
1941
Danda Trouve Investment Management
Kansas
-$14K -215 Closed
AGA
1942
Accuvest Global Advisors
Utah
-$14K -210 Closed
TWP
1943
TFO Wealth Partners
Ohio
-$10K -150 Closed
NG
1944
NWK Group
California
-$9K -146 Closed
THWM
1945
Taylor Hoffman Wealth Management
Virginia
-$7K -114 Closed
BEI
1946
Benjamin Edwards Inc
Missouri
-$7K -109 Closed
LF
1947
Lee Financial
Texas
-$7K -104 Closed
WAMC
1948
Western Asset Management Company
California
-$5K -68 Closed
TFA
1949
Transamerica Financial Advisors
Florida
-$3K -42 Closed
MS
1950
Mizuho Securities
Japan
-$2K -40 Closed