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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 %
AWP
1226
Accretive Wealth Partners
New Jersey
$974K +$79.2K +1,053 +9%
ADMI
1227
Albert D. Mason Inc
Massachusetts
$972K +$75 +1 +0%
KCM
1228
Kendall Capital Management
Maryland
$972K +$1.13K +15 +0.1%
PM
1229
Penbrook Management
New York
$968K
BOH
1230
Bank of Hawaii
Hawaii
$964K -$12.9K -172 -1%
Jones Financial Companies
1231
Jones Financial Companies
Missouri
$963K +$353K +4,690 +58%
CRWM
1232
Castle Rock Wealth Management
California
$957K +$101K +1,326 +12%
BHA
1233
Beech Hill Advisors
New York
$957K +$327K +4,350 +52%
UH
1234
Unigestion Holding
Switzerland
$954K +$250K +3,329 +36%
EWM
1235
Empirical Wealth Management
Washington
$951K +$36.6K +487 +4%
MWM
1236
Minot Wealth Management
Massachusetts
$950K +$599K +7,962 +171%
H
1237
HoyleCohen
California
$944K +$944K +12,551 New
AIC
1238
Ameritas Investment Company
Nebraska
$942K +$693K +9,208 +278%
TC
1239
Toews Corporation
New Jersey
$940K +$940K +12,500 New
WPC
1240
White Pine Capital
Minnesota
$937K -$13.2K -175 -1%
WP
1241
Waycross Partners
Kentucky
$933K
MFA
1242
Mayflower Financial Advisors
Massachusetts
$930K +$68.4K +910 +8%
TCMP
1243
Thrive Capital Management (Pennsylvania)
Pennsylvania
$929K +$275K +3,651 +42%
CFD
1244
Creative Financial Designs
Indiana
$927K +$29.9K +398 +3%
GA
1245
Greytown Advisors
Florida
$927K +$176K +2,341 +23%
CF
1246
Copperwynd Financial
Arizona
$923K +$440K +5,856 +91%
AWM
1247
Aevitas Wealth Management
Massachusetts
$906K +$25.4K +338 +3%
TCOO
1248
Trust Company of Oklahoma
Oklahoma
$904K -$82.6K -1,098 -8%
VIM
1249
Vista Investment Management
Pennsylvania
$904K +$31.2K +414 +4%
SACTSONJ
1250
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$903K