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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 %
FBC
1451
Fairfield, Bush & Co
Connecticut
$546K +$546K +7,254 New
WF
1452
Williams Financial
Vermont
$542K +$451 +6 +0.1%
TWP
1453
Tempus Wealth Planning
California
$539K +$49.4K +657 +10%
IAMOG
1454
Investors Asset Management of Georgia
Georgia
$539K +$199K +2,650 +59%
HR
1455
Hayden Royal
North Carolina
$538K +$73.2K +973 +16%
TC
1456
Truvestments Capital
Florida
$538K +$108K +1,435 +25%
CPSC
1457
Carl P. Sherr & Co
Massachusetts
$535K -$105K -1,395 -16%
GIA
1458
Granite Investment Advisors
New Hampshire
$535K
OCM
1459
Orion Capital Management
California
$535K
TC
1460
Tatro Capital
Kentucky
$535K +$535K +7,106 New
AFP
1461
Ausdal Financial Partners
Iowa
$533K +$66.2K +880 +14%
Nomura Holdings
1462
Nomura Holdings
Japan
$527K -$26.4M -349,953 -98%
OPA
1463
Old Port Advisors
Maine
$526K -$32.3K -429 -6%
SCM
1464
Schnieders Capital Management
California
$526K +$7.52K +100 +1%
PWPS
1465
Pinnacle Wealth Planning Services
Ohio
$522K -$1.28K -17 -0.2%
VAS
1466
Vestmark Advisory Solutions
Massachusetts
$521K -$279K -3,714 -35%
WP
1467
WealthShield Partners
North Carolina
$521K +$62.6K +833 +14%
FSA
1468
Fort Sheridan Advisors
Illinois
$519K +$5.65K +75 +1%
DBT
1469
Dubuque Bank & Trust
Iowa
$518K -$1.35K -18 -0.3%
WFO
1470
Wealthgate Family Office
Colorado
$518K
AWM
1471
Aries Wealth Management
Maine
$517K -$14.4K -192 -3%
BSA
1472
Bull Street Advisors
Georgia
$517K +$3.39K +45 +0.7%
BG
1473
Bahl & Gaynor
Ohio
$517K +$32.7K +435 +7%
LWAC
1474
Laurel Wealth Advisors (California)
California
$517K +$135K +1,790 +35%
OPS
1475
Orion Portfolio Solutions
Nebraska
$516K +$61K +810 +13%