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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 Market Value Shares Shares
Change 		Shares
Change %
APW
1926
Acima Private Wealth
Virginia
$8K 115 -408 -78%
BHWM
1927
Bay Harbor Wealth Management
Maryland
$8K 117 +76 +185%
CWM
1928
Curi Wealth Management
North Carolina
$8K 121 +121 New
HFS
1929
HBC Financial Services
Washington
$7K 100 -400 -80%
GWMIA
1930
Global Wealth Management Investment Advisory
Florida
$7K 100 -300 -75%
BAMG
1931
Brand Asset Management Group
Missouri
$7K 101 – –
PFA
1932
Professional Financial Advisors
Nebraska
$7K 100 – –
SFPG
1933
Stonebridge Financial Planning Group
Florida
$7K 100 – –
MIM
1934
Macroview Investment Management
Maryland
$7K 100 +100 New
TI
1935
tru Independence
Oregon
$6.05K 88,601 -1,604 -2%
CIA
1936
CSat Investment Advisory
Michigan
$6K 87 -57,436 -100%
IPW
1937
IronBridge Private Wealth
Texas
$6K 83 +83 New
IA
1938
IFS Advisors
Kansas
$6K 100 +100 New
HF
1939
Halpern Financial
Virginia
$5.67K 83 – –
LAS
1940
Lloyd Advisory Services
Georgia
$5K 68 – –
TAM
1941
Tucker Asset Management
Colorado
$4.71K 69 +69 New
CWA
1942
Core Wealth Advisors
Florida
$4K 60 -1,828 -97%
OSNBOA
1943
Old Second National Bank of Aurora
Illinois
$4K 52 -300 -85%
IF
1944
Ironwood Financial
Arizona
$4K 61 – –
GG
1945
Gleason Group
Kentucky
$4K 53 – –
FPFS
1946
First Personal Financial Services
North Carolina
$4K 64 – –
MFM
1947
MD Financial Management
Ontario, Canada
$4K 61 +61 New
SFO
1948
Standard Family Office
South Dakota
$4K 62 +62 New
FPW
1949
Flagship Private Wealth
Massachusetts
$3.26K 45 +45 New
CWM
1950
Cedar Wealth Management
California
$3K 48 -4,283 -99%
76 77
78
79 80