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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 %
ACI
2026
Alpha Cubed Investments
California
– – -4,211 Closed
MFG
2027
Menard Financial Group
Texas
– – -4,113 Closed
FCM
2028
Fairbanks Capital Management
California
– – -4,024 Closed
OR
2029
Olympiad Research
Connecticut
– – -3,875 Closed
DIM
2030
Delta Investment Management
California
– – -3,853 Closed
RA
2031
Rational Advisors
New York
– – -3,647 Closed
WAM
2032
Wakefield Asset Management
Colorado
– – -3,490 Closed
BWAM
2033
Boyd Watterson Asset Management
Ohio
– – -3,427 Closed
RCM
2034
RB Capital Management
Nevada
– – -3,403 Closed
BBA
2035
Braun-Bostich & Associates
Pennsylvania
– – -3,268 Closed
JWM
2036
Jeppson Wealth Management
California
– – -2,618 Closed
VIM
2037
Veritas Investment Management
United Kingdom
– – -2,545 Closed
FQ
2038
First Quadrant
California
– – -2,500 Closed
WCG
2039
Weaver Consulting Group
California
– – -1,947 Closed
PCWA
2040
Pacific Capital Wealth Advisors
California
– – -1,908 Closed
GSWM
2041
Golden State Wealth Management
California
– – -1,689 Closed
PCM
2042
Penserra Capital Management
California
– – -1,428 Closed
SIA
2043
SeaBridge Investment Advisors
New Jersey
– – -1,400 Closed
AA
2044
Advisory Alpha
Michigan
– – -806 Closed
M
2045
Mirova
France
– – -582 Closed
SC
2046
Solstein Capital
California
– – -492 Closed
BDWM
2047
Brewin Dolphin Wealth Management
Ireland
– – -357 Closed
CIM
2048
Contravisory Investment Management
Massachusetts
– – -335 Closed
PP
2049
Paloma Partners
Connecticut
– – -319 Closed
IUHSA
2050
Itau Unibanco Holding S.A.
Brazil
– – -302 Closed
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