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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 %
BPA
1426
Beacon Pointe Advisors
California
$577K -$116K -1,544 -17%
IFWM
1427
Institute for Wealth Management
Colorado
$575K -$60.7K -807 -10%
Fayez Sarofim & Co
1428
Fayez Sarofim & Co
Texas
$574K -$33.1K -440 -5%
BA
1429
Ballast Advisors
Minnesota
$574K +$12.5K +166 +2%
SOAMC
1430
Spirit of America Management Corp
New York
$573K
OTPPB
1431
Ontario Teachers' Pension Plan Board
Ontario, Canada
$573K +$573K +7,619 New
FAIM
1432
Financial Advocates Investment Management
Washington
$572K +$19.5K +260 +4%
CAS
1433
Cascadia Advisory Services
Oregon
$570K +$570K +7,574 New
WP
1434
WMS Partners
Maryland
$566K +$7.52K +100 +1%
SHA
1435
Seneca House Advisors
Virginia
$566K +$91.3K +1,213 +19%
FC
1436
FORA Capital
Florida
$564K -$1.77M -23,488 -76%
BHWM
1437
Bar Harbor Wealth Management
New Hampshire
$563K -$6.24K -83 -1%
SF
1438
Symphony Financial
Texas
$559K +$212K +2,847 +61%
SIA
1439
Strategic Investment Advisors
Michigan
$558K +$558K +7,421 New
VHAM
1440
Van Hulzen Asset Management
California
$552K
SWA
1441
Stratos Wealth Advisors
Ohio
$552K +$239K +3,179 +76%
SBSB
1442
Sullivan, Bruyette, Speros & Blaney
Virginia
$551K +$126K +1,670 +30%
JF
1443
Jump Financial
Illinois
$550K +$99.5K +1,323 +22%
ET
1444
Equitable Trust
Tennessee
$550K +$124K +1,651 +29%
CAM
1445
Campion Asset Management
Virginia
$550K +$550K +7,305 New
PAM
1446
Palisade Asset Management
Minnesota
$549K +$42.2K +560 +8%
IWP
1447
Icon Wealth Partners
Texas
$549K +$549K +7,303 New
BA
1448
Bristlecone Advisors
Washington
$547K -$98.1K -1,305 -15%
WAP
1449
Wealthcare Advisory Partners
Pennsylvania
$547K +$152K +2,019 +38%
PG
1450
Pendal Group
Australia
$546K -$1.17M -15,575 -68%