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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 %
BCM
1176
Boltwood Capital Management
California
$1.15M +$1.27K +15 +0.1%
Koshinski Asset Management
1177
Koshinski Asset Management
Illinois
$1.15M +$411K +4,844 +56%
CT
1178
Cambridge Trust
Massachusetts
$1.14M +$50.9K +600 +5%
4WM
1179
44 Wealth Management
Oregon
$1.14M -$18.7K -221 -2%
SIA
1180
Strategic Investment Advisors
Michigan
$1.14M +$76.7K +904 +7%
BTWM
1181
Baker Tilly Wealth Management
Wisconsin
$1.13M +$153K +1,809 +16%
Fayez Sarofim & Co
1182
Fayez Sarofim & Co
Texas
$1.13M -$1.01M -11,865 -47%
STC
1183
Sarah T. Connolly
$1.13M -$501K -5,900 -31%
ADMI
1184
Albert D. Mason Inc
Massachusetts
$1.13M +$5.52K +65 +0.5%
PMA
1185
Prudent Man Advisors
Illinois
$1.13M +$1.13M +13,333 New
PI
1186
Pettee Investors
Connecticut
$1.13M +$134K +1,575 +13%
9WM
1187
9258 Wealth Management
Ohio
$1.13M -$268K -3,155 -19%
LWCFA
1188
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M -$17.2K -203 -2%
CPIG
1189
Chicago Partners Investment Group
Illinois
$1.12M +$27.4K +291 +3%
KIA
1190
KCM Investment Advisors
California
$1.12M +$35.7K +420 +3%
WA
1191
Wealth Alliance
New York
$1.12M +$38.4K +453 +4%
TFS
1192
TrustCore Financial Services
Tennessee
$1.12M +$22.8K +269 +2%
DA
1193
Doliver Advisors
Texas
$1.12M +$198K +2,330 +21%
SGI
1194
Summit Global Investments
Utah
$1.12M -$39K -460 -3%
DBRC
1195
D.B. Root & Company
Pennsylvania
$1.12M -$5.43K -64 -0.5%
FCA
1196
FinTrust Capital Advisors
South Carolina
$1.11M +$143K +1,688 +15%
AT
1197
Arden Trust
Delaware
$1.11M -$94.9K -1,119 -8%
HFBOT
1198
Home Federal Bank of Tennessee
Tennessee
$1.11M +$10.2K +120 +0.9%
WIA
1199
Westbourne Investment Advisors
Maryland
$1.1M -$162K -1,905 -13%
BMC
1200
Beaton Management Company
Massachusetts
$1.1M