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CVS Health

1,234 hedge funds and large institutions have $74.9B invested in CVS Health in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 496 increasing their positions, 503 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
+25
Holders Change %
+2.07%
% of All Funds
35.66%
Holding in Top 10
141
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+2.92%
% of All Funds
4.08%
New
94
Increased
496
Reduced
503
Closed
55
Calls
$241M
Puts
$225M
Net Calls
+$15.4M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
1176
Carderock Capital Management
Maryland
$81K +$81K +1,085 New
DAM
1177
Delta Asset Management
Tennessee
$78K
GAM
1178
Gemmer Asset Management
California
$76K +$76K +1,014 New
MA
1179
MCF Advisors
Kentucky
$75K +$75 +1 +0.1%
FAM
1180
Formidable Asset Management
Ohio
$73K +$11.8K +160 +19%
JFGIW
1181
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$73K +$47.5K +634 +186%
OC
1182
Oakworth Capital
Alabama
$72K
AR
1183
Advisory Research
Illinois
$71K +$71K +942 New
LFR
1184
Lehman Financial Resources
Pennsylvania
$67K
SMG
1185
Spectrum Management Group
Indiana
$66K
HI
1186
Hudock Inc
Pennsylvania
$66K +$1.27K +17 +2%
EAMA
1187
EFG Asset Management (Americas)
Florida
$64K +$64K +856 New
MDCM
1188
Morgan Dempsey Capital Management
Wisconsin
$61K -$11.2K -151 -16%
FWM
1189
Focused Wealth Management
New York
$53K +$7.5K +100 +16%
NC
1190
Nicholas Company
Wisconsin
$51K -$36.9K -500 -42%
MUMSS
1191
Mitsubishi UFJ Morgan Stanley Securities
Japan
$51K +$11.3K +150 +28%
DOA
1192
D'Orazio & Associates
Virginia
$49K
CFG
1193
CKW Financial Group
Hawaii
$47K
DA
1194
Dunvegan Associates
California
$46K +$46K +608 New
SSG
1195
Summit Securities Group
New York
$45K -$225K -3,000 -83%
TIM
1196
Tortoise Investment Management
New York
$45K
PFSC
1197
Peoples Financial Services Corp
Pennsylvania
$42K -$150K -2,000 -78%
FMB
1198
Field & Main Bank
Kentucky
$41K
BRWM
1199
B. Riley Wealth Management
Tennessee
$40K +$40K +528 New
SFPIA
1200
Stevens First Principles Investment Advisors
California
$39K