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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 %
STAS
1251
Strong Tower Advisory Services
Minnesota
$986K +$986K +11,851 New
CA
1252
Clearstead Advisors
Ohio
$984K -$26.1K -308 -3%
PP
1253
Patten & Patten
Tennessee
$984K -$25.3K -298 -3%
MFP
1254
Meridian Financial Partners
Virginia
$978K +$1.08K +13 +0.1%
FAIM
1255
Financial Advocates Investment Management
Washington
$977K +$195K +2,302 +25%
KFA
1256
Kelleher Financial Advisors
New York
$973K +$389K +4,584 +67%
TMAM
1257
Tokio Marine Asset Management
Japan
$970K +$102K +1,202 +12%
SG
1258
StoneX Group
New York
$963K -$91.7K -1,080 -9%
1SB
1259
1ST Source Bank
Indiana
$957K +$59.7K +703 +7%
FMBTD
1260
First Midwest Bank Trust Division
Illinois
$955K +$66.5K +784 +7%
OPS
1261
Orion Portfolio Solutions
Nebraska
$953K -$266K -3,136 -22%
ATC
1262
Adirondack Trust Company
New York
$951K -$22K -246 -2%
ITIM
1263
Indiana Trust & Investment Management
Indiana
$950K -$106K -1,245 -10%
GFS
1264
GYL Financial Synergies
Connecticut
$950K -$29.5K -348 -3%
S
1265
SimplyRich
California
$949K +$13.4K +158 +1%
NCM
1266
Northside Capital Management
Oregon
$947K
WA
1267
WBH Advisory
Maryland
$944K -$3.99K -47 -0.4%
VFA
1268
Voya Financial Advisors
Connecticut
$942K -$37.7K -434 -4%
CGL
1269
Clarius Group LLC
Washington
$938K +$39.6K +466 +4%
CF
1270
Centaurus Financial
California
$935K +$15.8K +186 +2%
AIM
1271
Arcadia Investment Management
Michigan
$933K
PWM
1272
Prentice Wealth Management
New York
$931K +$11.7K +138 +1%
FFA
1273
Founders Financial Alliance
North Carolina
$930K +$46.4K +546 +5%
Massachusetts Financial Services
1274
Massachusetts Financial Services
Massachusetts
$929K +$648K +7,637 +230%
BL
1275
Balentine LLC
Georgia
$927K +$465K +5,476 +101%