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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 %
TCOO
1426
Trust Company of Oklahoma
Oklahoma
$629K -$204K -2,409 -25%
COF
1427
Capital One Financial
Virginia
$627K
FMB
1428
Field & Main Bank
Kentucky
$623K -$12.3K -145 -2%
JWA
1429
JFS Wealth Advisors
Pennsylvania
$616K +$67.3K +794 +12%
GIA
1430
Granite Investment Advisors
New Hampshire
$614K -$89K -1,049 -13%
CA
1431
Crumly & Associates
Illinois
$612K -$156K -1,832 -20%
WF
1432
Williams Financial
Vermont
$610K -$7.47K -88 -1%
MW
1433
Marcum Wealth
Ohio
$609K +$112K +1,325 +23%
TC
1434
Truvestments Capital
Florida
$607K +$15.6K +184 +3%
CA
1435
Calton & Associates
Florida
$605K +$74.7K +882 +14%
BHWM
1436
Bar Harbor Wealth Management
New Hampshire
$604K -$8.92K -105 -1%
OCM
1437
Orion Capital Management
California
$604K
TP
1438
Tranquility Partners
Tennessee
$603K +$157K +1,850 +35%
EN1L
1439
Engine No 1 LLC
California
$603K +$246K +2,898 +69%
IFWM
1440
Institute for Wealth Management
Colorado
$601K -$8.32K -98 -1%
SCM
1441
Schnieders Capital Management
California
$595K +$1.27K +15 +0.2%
CAS
1442
Cascadia Advisory Services
Oregon
$594K -$36.3K -428 -6%
ICP
1443
Interchange Capital Partners
Pennsylvania
$594K +$25.5K +300 +4%
MCM
1444
Manchester Capital Management
Vermont
$591K +$136K +1,600 +30%
GC
1445
Gilbert & Cook
Iowa
$590K +$111K +1,309 +23%
SF
1446
Symphony Financial
Texas
$589K -$66.6K -767 -10%
CPSC
1447
Carl P. Sherr & Co
Massachusetts
$588K +$340 +4 +0.1%
BSA
1448
Bull Street Advisors
Georgia
$587K +$4.24K +50 +0.7%
LI
1449
Lafayette Investments
Maryland
$586K
CW
1450
CreativeOne Wealth
Kansas
$586K +$150K +1,772 +34%