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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 %
BTW
1401
Boston Trust Walden
Massachusetts
$626K
JDR
1402
Jay D. Rosenbaum
$621K +$41K +545 +7%
F
1403
F3Logic
Minnesota
$620K +$47.7K +628 +8%
FCFC
1404
First Commonwealth Financial Corp
Pennsylvania
$618K +$618K +8,213 New
HB
1405
Homrich & Berg
Georgia
$616K -$5.79K -77 -0.9%
TCM
1406
Traynor Capital Management
Pennsylvania
$615K -$27.6K -367 -4%
HC
1407
Hourglass Capital
Texas
$615K
NVIM
1408
New Vernon Investment Management
Illinois
$614K
MWM
1409
Meridian Wealth Management
Kentucky
$611K +$129K +1,712 +27%
CBB
1410
Citizens Business Bank
California
$609K
BSW
1411
Buckingham Strategic Wealth
Missouri
$605K +$99.6K +1,324 +20%
I
1412
INVST
Indiana
$604K +$87.9K +1,150 +17%
PFG
1413
PAX Financial Group
Texas
$601K +$37.3K +495 +7%
DWA
1414
Douglass Winthrop Advisors
New York
$598K -$305K -4,050 -34%
FWCM
1415
Ferguson Wellman Capital Management
Oregon
$598K -$12.6K -167 -2%
KA
1416
Kovack Advisors
Florida
$598K -$1.51K -20 -0.3%
ECM
1417
Exchange Capital Management
Michigan
$597K -$32K -426 -5%
CAMG
1418
CWA Asset Management Group
Florida
$596K +$17.7K +235 +3%
DCM
1419
Donaldson Capital Management
Indiana
$592K -$53.6K -712 -8%
GVAG
1420
Great Valley Advisor Group
Delaware
$592K -$47.5K -632 -7%
EW
1421
Element Wealth
Mississippi
$590K +$1.43K +19 +0.2%
SBL
1422
Sargent Bickham Lagudis
Colorado
$590K +$30.6K +407 +5%
VCM
1423
Virtue Capital Management
Tennessee
$589K -$75.9K -1,009 -11%
ADBIC
1424
A.D. Beadell Investment Counsel
Wisconsin
$583K +$583K +7,750 New
COF
1425
Capital One Financial
Virginia
$579K -$22.6K -300 -4%