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CVS Health

2,064 hedge funds and large institutions have $86.2B invested in CVS Health in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 939 increasing their positions, 733 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
+8
Holders Change %
+0.39%
% of All Funds
36.25%
Holding in Top 10
93
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.71%
% of All Funds
1.63%
New
118
Increased
939
Reduced
733
Closed
85
Calls
$1.97B
Puts
$2.17B
Net Calls
-$195M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
601
North Star Investment Management
Illinois
$5.79M +$33.8K +398 +0.6%
DIA
602
Dean Investment Associates
Ohio
$5.7M -$58K -684 -1%
KTC
603
Kistler-Tiffany Companies
Pennsylvania
$5.64M -$276K -3,254 -5%
NMIMC
604
Northwestern Mutual Investment Management Company
Wisconsin
$5.61M +$537K +6,331 +11%
MPIM
605
McGinn Penninger Investment Management
Virginia
$5.61M -$1.95K -23 -0%
HAI
606
Hennessy Advisors Inc
California
$5.61M -$93.3K -1,100 -2%
BRWM
607
B. Riley Wealth Management
Tennessee
$5.56M +$1.04M +12,307 +23%
PCMK
608
Paragon Capital Management (Kansas)
Kansas
$5.55M -$103K -1,212 -2%
AM
609
Atwater Malick
Pennsylvania
$5.52M +$187K +2,205 +4%
BWL
610
Bogart Wealth LLC
Virginia
$5.52M +$415K +4,887 +8%
BRM
611
Boston Research & Management
Massachusetts
$5.52M +$72.1K +850 +1%
BIM
612
Bridgecreek Investment Management
Oklahoma
$5.51M
SWM
613
SeaCrest Wealth Management
New York
$5.49M -$43K -507 -0.8%
RIA
614
RPG Investment Advisory
California
$5.47M -$81.5K -961 -1%
GIA
615
GHP Investment Advisors
Colorado
$5.46M +$276K +3,247 +5%
WLPWM
616
Walled Lake Planning & Wealth Management
Illinois
$5.45M +$32.8K +387 +0.6%
GC
617
Grimes & Company
Massachusetts
$5.44M -$9.35M -110,209 -63%
ISL
618
Ingalls & Snyder LLC
New York
$5.43M +$91.4K +1,077 +2%
MJP
619
Michael J. Puzo
$5.41M -$28K -330 -0.5%
CSS
620
Cubist Systematic Strategies
Connecticut
$5.39M -$1M -11,839 -16%
GCM
621
Garland Capital Management
Washington
$5.33M -$8.49K -100 -0.2%
DY
622
Dowling & Yahnke
California
$5.33M +$59.9K +706 +1%
HWAM
623
Hennion & Walsh Asset Management
New Jersey
$5.33M +$435K +5,130 +9%
TA
624
Townsend & Associates
Colorado
$5.3M +$321K +3,813 +6%
HEIP
625
Hudson Edge Investment Partners
New Jersey
$5.29M +$465K +5,479 +10%