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CVS Health

2,023 hedge funds and large institutions have $74.6B invested in CVS Health in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 978 increasing their positions, 678 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,023
Holders Change
+60
Holders Change %
+3.06%
% of All Funds
35.62%
Holding in Top 10
75
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+25%
% of All Funds
1.32%
New
184
Increased
978
Reduced
678
Closed
104
Calls
$1.36B
Puts
$1.56B
Net Calls
-$193M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
576
Vision Capital Management
Oregon
$5.57M -$14.3K -190 -0.3%
SHGA
577
Sand Hill Global Advisors
California
$5.55M +$652K +8,660 +13%
KCM
578
Kanawha Capital Management
Virginia
$5.5M -$4.74K -63 -0.1%
M
579
MOTCO
Texas
$5.49M +$519K +6,902 +10%
JAM
580
Jupiter Asset Management
United Kingdom
$5.49M +$5.49M +73,023 New
BCM
581
BTC Capital Management
Iowa
$5.49M +$74.7K +993 +1%
Daiwa Securities Group
582
Daiwa Securities Group
Japan
$5.47M +$204K +2,709 +4%
Carson Wealth (CWM LLC)
583
Carson Wealth (CWM LLC)
Nebraska
$5.46M
SCP
584
Shorepoint Capital Partners
Massachusetts
$5.46M -$23.6K -314 -0.4%
EAM
585
Erste Asset Management
Austria
$5.46M +$456K +6,020 +9%
RAM
586
Riggs Asset Management
Pennsylvania
$5.45M -$193K -2,560 -3%
AAS
587
Avantax Advisory Services
Texas
$5.43M +$535K +7,098 +11%
WIC
588
WealthBridge Investment Counsel
Alberta, Canada
$5.42M +$173K +2,300 +3%
FFA
589
First Foundation Advisors
California
$5.39M +$1.08M +14,363 +25%
AB
590
Amalgamated Bank
New York
$5.38M -$198K -2,638 -4%
LSWM
591
Lorne Steinberg Wealth Management
Canada
$5.38M +$525K +6,985 +11%
ETC
592
Exchange Traded Concepts
Oklahoma
$5.36M +$542K +7,208 +11%
BCM
593
Birch Capital Management
Texas
$5.36M +$77.6K +1,032 +1%
BKA
594
Brick & Kyle Associates
Pennsylvania
$5.36M +$72.7K +973 +1%
KTC
595
Kistler-Tiffany Companies
Pennsylvania
$5.25M +$129K +1,718 +3%
ASN
596
Advisory Services Network
Georgia
$5.21M +$19.3K +256 +0.4%
MCM
597
Mengis Capital Management
Oregon
$5.2M -$12.6K -168 -0.2%
PCMK
598
Paragon Capital Management (Kansas)
Kansas
$5.18M -$152K -2,002 -3%
KPWS
599
Kestra Private Wealth Services
Texas
$5.17M +$806K +10,708 +18%
SWM
600
SeaCrest Wealth Management
New York
$5.15M +$192K +2,552 +4%