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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 %
PWA
1301
Providence Wealth Advisors
Illinois
$795K +$31.4K +418 +4%
WJWM
1302
Williams Jones Wealth Management
New York
$794K +$90K +1,196 +13%
RCC
1303
Red Cedar Capital
Nebraska
$792K
FFWA
1304
FRG Family Wealth Advisors
Washington
$792K +$454K +6,035 +134%
TAM
1305
Trust Asset Management
Texas
$789K +$141K +1,872 +22%
BDFN
1306
Bond & Devick Financial Network
Minnesota
$788K +$30.1K +400 +4%
CGL
1307
Clarius Group LLC
Washington
$788K +$99.7K +1,325 +14%
1SB
1308
1ST Source Bank
Indiana
$787K -$759K -10,081 -49%
FFWM
1309
Future Financial Wealth Management
Ohio
$786K +$10.3K +137 +1%
SFI
1310
SPC Financial Inc
Maryland
$784K +$22.6K +300 +3%
RTC
1311
Riverview Trust Company
Washington
$783K
RBA
1312
Richard Bernstein Advisors
New York
$782K -$5.53M -73,533 -88%
HPC
1313
Hobart Private Capital
North Carolina
$782K +$782K +10,392 New
FCA
1314
FinTrust Capital Advisors
South Carolina
$781K +$48.4K +644 +7%
AWM
1315
Altium Wealth Management
New York
$779K +$133K +1,765 +21%
BCMO
1316
Buckingham Capital Management (Ohio)
Ohio
$777K +$94K +1,249 +14%
KF
1317
Krilogy Financial
Missouri
$775K +$100K +1,333 +15%
BCWM
1318
Bartlett & Co Wealth Management
Ohio
$772K -$84.7K -1,126 -10%
BC
1319
Bartlett & Co
Ohio
$772K -$84.7K -1,126 -10%
FANJ
1320
Financial Architects (New Jersey)
New Jersey
$772K -$10.5K -140 -1%
BTWM
1321
Baker Tilly Wealth Management
Wisconsin
$770K +$30.4K +404 +4%
DA
1322
Doliver Advisors
Texas
$766K +$19.9K +265 +3%
GA
1323
GFS Advisors
Texas
$764K -$304K -4,036 -28%
CPC
1324
Congress Park Capital
New York
$764K +$33.9K +450 +5%
WPP
1325
Whalerock Point Partners
Rhode Island
$761K -$99.1K -1,317 -12%