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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 %
CA
1326
Claro Advisors
Massachusetts
$837K -$509 -6 -0.1%
WANY
1327
Wealthspire Advisors (New York)
New York
$835K +$402K +4,733 +93%
MSFP
1328
Mark Sheptoff Financial Planning
Connecticut
$832K
HPC
1329
Hobart Private Capital
North Carolina
$828K -$21.1K -249 -2%
DWA
1330
Douglass Winthrop Advisors
New York
$826K +$22.3K +263 +3%
OIM
1331
Oder Investment Management
California
$820K -$49.9K -588 -6%
TWP
1332
Tempus Wealth Planning
California
$819K +$6.2K +73 +0.8%
LOAMS
1333
Lombard Odier Asset Management (Switzerland)
Switzerland
$819K +$68.6K +863 +9%
BFM
1334
Boston Financial Management
Massachusetts
$819K +$271K +3,192 +49%
DT
1335
Diversified Trust
Tennessee
$817K -$239K -2,812 -23%
EAM
1336
Eagle Asset Management
Florida
$815K -$19.3K -228 -2%
BCWM
1337
Bartlett & Co Wealth Management
Ohio
$813K -$4.92K -58 -0.6%
SIG
1338
Sargent Investment Group
Maryland
$813K -$97.6K -1,150 -11%
BC
1339
Bartlett & Co
Ohio
$813K -$4.92K -58 -0.6%
CTA
1340
Chesley Taft & Associates
Illinois
$810K +$17K +200 +2%
CST
1341
Charles Schwab Trust
Nevada
$795K +$24.8K +292 +3%
NFG
1342
Next Financial Group
Texas
$779K -$295K -3,471 -27%
OFS
1343
Orrstown Financial Services
Pennsylvania
$778K -$49.5K -583 -6%
VWA
1344
V Wealth Advisors
Kansas
$777K -$13.8K -162 -2%
HB
1345
Homrich & Berg
Georgia
$773K -$257K -3,032 -25%
FNBTCON
1346
First National Bank & Trust Co of Newtown
Pennsylvania
$773K
SBL
1347
Sargent Bickham Lagudis
Colorado
$772K +$81.2K +957 +12%
KF
1348
Krilogy Financial
Missouri
$771K -$13.8K -163 -2%
FF
1349
FourThought Financial
Florida
$767K -$116K -1,372 -13%
MMPW
1350
Mitchell McLeod Pugh & Williams
Alabama
$767K