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CVS Health

1,546 hedge funds and large institutions have $53.3B invested in CVS Health in 2018 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 628 increasing their positions, 665 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,546
Holders Change
-49
Holders Change %
-3.07%
% of All Funds
35.48%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.9%
New
113
Increased
628
Reduced
665
Closed
148
Calls
$821M
Puts
$663M
Net Calls
+$158M
Net Calls Change
+$504M
Name Holding Trade Value Shares
Change
Shares
Change %
DC
1201
DeDora Capital
California
$383K +$60.6K +974 +19%
CCMG
1202
Clark Capital Management Group
Pennsylvania
$383K +$383K +6,160 New
BTW
1203
Boston Trust Walden
Massachusetts
$382K -$1.1M -17,700 -74%
BWM
1204
Buckley Wealth Management
Nevada
$381K +$3.74K +60 +1%
TF
1205
TLWM Financial
Texas
$380K +$19K +305 +5%
BCP
1206
Blue Chip Partners
Michigan
$378K +$101K +1,631 +37%
IIA
1207
IPG Investment Advisors
California
$378K +$378K +6,070 New
WIC
1208
Whitegate Investment Counselors
New Hampshire
$377K +$24.9K +400 +7%
WFG
1209
Wills Financial Group
Virginia
$376K -$83K -1,335 -18%
GI
1210
Glovista Investments
New Jersey
$376K -$6.22K -100 -2%
MCP
1211
Mirador Capital Partners
California
$376K +$12.1K +174 +3%
BAM
1212
Berkshire Asset Management
Pennsylvania
$375K -$995 -16 -0.3%
SGCA
1213
Steel Grove Capital Advisors
Tennessee
$374K -$336K -5,408 -47%
BST
1214
Bath Savings Trust
Maine
$372K -$81.6K -1,311 -18%
NFG
1215
Next Financial Group
Texas
$372K +$72K +1,157 +24%
RB
1216
Rodgers Brothers
Pennsylvania
$370K +$138K +2,209 +59%
BP
1217
Ballentine Partners
Massachusetts
$369K -$204K -3,277 -36%
FMWA
1218
Forvis Mazars Wealth Advisors
Missouri
$369K -$5.97K -96 -2%
FIAS
1219
FinTrust Investment Advisory Services
South Carolina
$369K +$9.51K +153 +3%
SWMG
1220
Signature Wealth Management Group
Georgia
$368K +$97.3K +1,566 +36%
BCA
1221
Bray Capital Advisors
Florida
$365K -$179K -2,879 -33%
PMFA
1222
Plante Moran Financial Advisors
Michigan
$364K -$1.86K -30 -0.5%
AssetMark Inc
1223
AssetMark Inc
California
$363K -$49.5K -797 -12%
CF
1224
Corrigan Financial
Rhode Island
$362K +$48.9K +786 +16%
LIM
1225
Leavell Investment Management
Alabama
$358K