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CVS Health

1,479 hedge funds and large institutions have $97.5B invested in CVS Health in 2015 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 603 increasing their positions, 605 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,479
Holders Change
+23
Holders Change %
+1.58%
% of All Funds
39.89%
Holding in Top 10
226
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+3.67%
% of All Funds
6.09%
New
89
Increased
603
Reduced
605
Closed
48
Calls
$464M
Puts
$434M
Net Calls
+$29.7M
Net Calls Change
-$54.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFSC
1401
Peoples Financial Services Corp
Pennsylvania
$112K
FAM
1402
Formidable Asset Management
Ohio
$112K
DAM
1403
Delta Asset Management
Tennessee
$111K
SFWA
1404
Summit Financial Wealth Advisors
Louisiana
$109K
WP
1405
WealthPLAN Partners
Nebraska
$106K +$23.2K +221 +28%
BL
1406
Balentine LLC
Georgia
$95K -$155K -1,483 -62%
LFR
1407
Lehman Financial Resources
Pennsylvania
$94K
SMG
1408
Spectrum Management Group
Indiana
$93K
FPFS
1409
First Personal Financial Services
North Carolina
$93K +$21.2K +200 +29%
CWM
1410
Catamount Wealth Management
Connecticut
$92K +$55.9K +535 +155%
FWM
1411
Focused Wealth Management
New York
$82K +$2.52K +24 +3%
EWM
1412
Edge Wealth Management
New York
$80K +$52.2K +500 +187%
HI
1413
Hudock Inc
Pennsylvania
$78K -$13K -125 -14%
ANBT
1414
American National Bank & Trust
Texas
$77K +$14.1K +135 +22%
SIG
1415
Stanford Investment Group
California
$76K
SAC
1416
Smith Affiliated Capital
New York
$73.9K -$145K
UFA
1417
US Financial Advisors
Massachusetts
$69K +$20.4K +196 +42%
PSI
1418
Pinnacle Summer Investments
Virginia
$68K -$532K -5,084 -89%
DOA
1419
D'Orazio & Associates
Virginia
$68K
Nuveen Asset Management
1420
Nuveen Asset Management
Illinois
$65.3K -$713 -6,796 -1%
DA
1421
Dunvegan Associates
California
$64K
TIM
1422
Tortoise Investment Management
New York
$63K
TFA
1423
Transamerica Financial Advisors
Florida
$63K +$10.5K +100 +20%
BRWM
1424
B. Riley Wealth Management
Tennessee
$60K -$49K -470 -45%
QAM
1425
QCI Asset Management
New York
$60K +$9.98K +95 +20%