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CVS Health

1,544 hedge funds and large institutions have $68.6B invested in CVS Health in 2016 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 545 increasing their positions, 744 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,544
Holders Change
-15
Holders Change %
-0.96%
% of All Funds
38.66%
Holding in Top 10
83
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-38.06%
% of All Funds
2.08%
New
170
Increased
545
Reduced
744
Closed
164
Calls
$774M
Puts
$884M
Net Calls
-$111M
Net Calls Change
-$259M
Name Holding Trade Value Shares
Change
Shares
Change %
BG
1001
Bahl & Gaynor
Ohio
$1.17M -$10.7K -136 -0.9%
SIAP
1002
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.16M +$1.16M +14,714 New
BST
1003
Bath Savings Trust
Maine
$1.16M -$492K -6,232 -30%
PCA
1004
Peddock Capital Advisors
Massachusetts
$1.16M +$116K +1,472 +11%
FAM
1005
Formidable Asset Management
Ohio
$1.15M +$403K +5,105 +54%
CG
1006
Caprock Group
Idaho
$1.15M -$114K -1,441 -9%
JDR
1007
Jay D. Rosenbaum
$1.15M +$73K +925 +7%
PCMM
1008
Private Capital Management (Minnesota)
Minnesota
$1.14M +$118K +1,500 +12%
MNBTD
1009
Moody National Bank Trust Division
Texas
$1.13M
ANRIA
1010
American National Registered Investment Advisor
Texas
$1.13M
LMAM
1011
Legg Mason Asset Management
Japan
$1.13M +$1.13M +14,300 New
WAM
1012
Wealthspire Advisors (Maryland)
Maryland
$1.12M -$611K -7,743 -35%
EHWM
1013
Eads & Heald Wealth Management
Georgia
$1.12M -$17.4K -221 -2%
NAM
1014
North American Management
Massachusetts
$1.11M -$7.89K -100 -0.7%
UBG
1015
United Bank (Georgia)
Georgia
$1.11M +$1.11M +14,117 New
NERM
1016
New England Research & Management
Illinois
$1.11M -$63.5K -805 -5%
WA1
1017
Wimmer Associates 1
California
$1.11M -$304K -3,855 -22%
FHA
1018
Flagship Harbor Advisors
Massachusetts
$1.1M +$1.1M +13,664 New
SAM
1019
Smithbridge Asset Management
Pennsylvania
$1.1M -$996K -12,630 -47%
IB
1020
Intrust Bank
Kansas
$1.1M -$272K -3,444 -20%
SLG
1021
Stanley-Laman Group
Pennsylvania
$1.1M +$378K +4,785 +53%
BIM
1022
Baldwin Investment Management
Pennsylvania
$1.09M -$15.8K -200 -1%
HT
1023
HAP Trading
New York
$1.09M -$1.7M -21,602 -61%
CCFCSB
1024
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09M -$138K -1,746 -11%
AWA
1025
ARS Wealth Advisors
Florida
$1.08M -$776K -9,840 -42%