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CVS Health

2,023 hedge funds and large institutions have $74.6B invested in CVS Health in 2021 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 978 increasing their positions, 678 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,023
Holders Change
+60
Holders Change %
+3.06%
% of All Funds
35.62%
Holding in Top 10
75
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+25%
% of All Funds
1.32%
New
184
Increased
978
Reduced
678
Closed
104
Calls
$1.36B
Puts
$1.56B
Net Calls
-$193M
Net Calls Change
-$716M
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
1201
TrustCore Financial Services
Tennessee
$1.04M +$16.7K +222 +2%
BCM
1202
Boltwood Capital Management
California
$1.03M -$12K -160 -1%
SAM
1203
Secure Asset Management
Michigan
$1.03M -$490K -6,514 -32%
APW
1204
Aurora Private Wealth
New Jersey
$1.02M -$214K -2,849 -17%
CHJWM
1205
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.02M -$64.7K -862 -6%
LP
1206
LMR Partners
United Kingdom
$1.01M +$1.01M +13,478 New
HFBOT
1207
Home Federal Bank of Tennessee
Tennessee
$1.01M +$76K +1,010 +8%
Luther King Capital Management (LKCM)
1208
Luther King Capital Management (LKCM)
Texas
$1.01M -$244K -3,247 -20%
4WM
1209
44 Wealth Management
Oregon
$1.01M -$177K -2,356 -15%
Koshinski Asset Management
1210
Koshinski Asset Management
Illinois
$1M +$46.9K +623 +5%
DBRC
1211
D.B. Root & Company
Pennsylvania
$1M +$226 +3 +0%
FC
1212
Forte Capital
New York
$1M -$150K -1,991 -13%
TFA
1213
Teamwork Financial Advisors
Texas
$997K -$86.9K -1,155 -8%
FAM
1214
Formidable Asset Management
Ohio
$994K -$57K -764 -5%
BJL
1215
Brighton Jones LLC
Washington
$991K +$207K +2,748 +26%
AAM
1216
Augustine Asset Management
Florida
$987K
FCA
1217
FLC Capital Advisors
California
$984K +$555K +7,380 +130%
WA
1218
Wealth Alliance
New York
$982K +$1.58K +21 +0.2%
PAS
1219
Park Avenue Securities
New York
$981K -$535K -7,110 -35%
BMC
1220
Beaton Management Company
Massachusetts
$980K -$9.03K -120 -0.9%
JFGIW
1221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$980K +$73.7K +979 +8%
CAAS
1222
Capital Asset Advisory Services
Michigan
$979K +$66.9K +889 +7%
NFG
1223
Next Financial Group
Texas
$979K +$208K +2,769 +27%
GWCM
1224
Godshalk Welsh Capital Management
Pennsylvania
$978K +$56.4K +750 +6%
CAI
1225
Capital Advisors Inc
Oklahoma
$974K +$451 +6 +0%