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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 %
TFA
1201
Transamerica Financial Advisors
Florida
$38K -$7.59K -100 -17%
VNB
1202
Valley National Bancorp
New York
$38K
MAS
1203
Madden Advisory Services
Florida
$37K +$37K +500 New
QAM
1204
QCI Asset Management
New York
$36K
LWM
1205
Lenox Wealth Management
Ohio
$34K -$21.9K -295 -39%
TFO
1206
Tarbox Family Office
California
$33K
OSAM
1207
O'Shaughnessy Asset Management
Connecticut
$32K -$296 -4 -0.9%
FBT
1208
Founders Bank & Trust
Michigan
$31K -$13K -175 -30%
PFO
1209
Pathstone Family Office
New Jersey
$30K
TF
1210
Trutina Financial
Washington
$30K +$30K +400 New
AWM
1211
Avior Wealth Management
Nebraska
$28K +$28K +374 New
BCMIO
1212
Beacon Capital Management Inc (Ohio)
Ohio
$27K
MPWT
1213
MassMutual Private Wealth & Trust
Connecticut
$26.3K +$75 +1 +0.3%
GXMC
1214
Global X Management Company
New York
$24K -$7.95K -108 -25%
NHFG
1215
New Harbor Financial Group
Massachusetts
$22K
EWM
1216
Elite Wealth Management
Washington
$21K -$9K -120 -30%
WA
1217
Waverly Advisors
Alabama
$20K -$369K -5,043 -95%
BFEC
1218
Benjamin F. Edwards & Company
Missouri
$19K
AFS
1219
Aft Forsyth & Sober
Florida
$19K
RIA
1220
Regal Investment Advisors
Michigan
$18K
ZTNA
1221
Zions Trust National Association
Utah
$17K
ARMC
1222
American Research & Management Company
Massachusetts
$17K
TWM
1223
Torch Wealth Management
Ohio
$15K
HPBT
1224
High Point Bank & Trust
North Carolina
$15K
NSIM
1225
North Star Investment Management
Illinois
$11K +$11K +150 New