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CVS Health

1,569 hedge funds and large institutions have $54.9B invested in CVS Health in 2018 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 660 increasing their positions, 641 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,569
Holders Change
+23
Holders Change %
+1.49%
% of All Funds
35.97%
Holding in Top 10
48
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.08%
% of All Funds
1.1%
New
133
Increased
660
Reduced
641
Closed
94
Calls
$849M
Puts
$857M
Net Calls
-$7.98M
Net Calls Change
-$166M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
1426
Focused Wealth Management
New York
$105K -$6.44K -100 -6%
HDIM
1427
Hanson & Doremus Investment Management
Vermont
$104K +$6.26K +97 +6%
KJWM
1428
Kiley Juergens Wealth Management
Washington
$103K +$103K +1,604 New
CFA
1429
Camarda Financial Advisors
Florida
$102K +$102K +1,587 New
CA
1430
Centerpoint Advisors
Massachusetts
$100K +$3.66K +57 +4%
MCA
1431
Mercer Capital Advisers
New Jersey
$97K
AAP
1432
Arax Advisory Partners
Colorado
$95K +$7.28K +114 +8%
BWL
1433
Bogart Wealth LLC
Virginia
$93K +$28.9K +450 +45%
1832 Asset Management
1434
1832 Asset Management
Ontario, Canada
$91K -$8.33M -123,457 -99%
SQA
1435
Simon Quick Advisors
New Jersey
$90K -$30.3K -471 -25%
AWM
1436
AllSquare Wealth Management
New York
$89K +$51.2K +800 +136%
NCM
1437
Nelson Capital Management
California
$88K -$259K -4,000 -75%
DAM
1438
Delta Asset Management
Tennessee
$88K
ADL
1439
Asset Dedication LLC
California
$85K -$129 -2 -0.2%
BCA
1440
Bay Colony Advisors
Massachusetts
$85K +$85K +1,323 New
SBL
1441
Sargent Bickham Lagudis
Colorado
$84K -$9.96K -154 -11%
VCM
1442
Versant Capital Management
Arizona
$84K -$1.48K -23 -2%
TCM
1443
TD Capital Management
Tennessee
$83K
BWM
1444
Baystate Wealth Management
Massachusetts
$81K
AIM
1445
Advantage Investment Management
Iowa
$79K -$6.33K -98 -7%
PCP
1446
Proficio Capital Partners
Massachusetts
$79K +$14.2K +220 +22%
SFSIG
1447
San Francisco Sentry Investment Group
California
$77K -$617K -9,530 -89%
MWM
1448
MinichMacGregor Wealth Management
New York
$76K
MSE
1449
MUFG Securities EMEA
United Kingdom
$73K -$1.27M -19,861 -95%
LWM
1450
Lenox Wealth Management
Ohio
$70K +$27.4K +424 +64%