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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 %
TCWM
1476
Total Clarity Wealth Management
Illinois
$546K +$12.8K +151 +2%
BPWM
1477
Badgley Phelps Wealth Managers
Washington
$546K +$546K +6,431 New
BCA
1478
Berman Capital Advisors
Georgia
$545K +$159K +1,876 +41%
AAM
1479
Aureus Asset Management
Massachusetts
$542K +$55.1K +650 +11%
BCAM
1480
Boston Common Asset Management
Massachusetts
$539K +$3.22K +38 +0.6%
WMP
1481
Wealth Management Partners
Arizona
$538K -$102K -1,203 -16%
OPA
1482
Old Port Advisors
Maine
$536K -$83 -1 -0%
LAM
1483
Lingohr Asset Management
Germany
$536K
NHC
1484
Nicholas Hoffman & Company
Georgia
$536K +$424 +5 +0.1%
WSTAM
1485
Wilbanks Smith & Thomas Asset Management
Virginia
$536K +$4.5K +53 +0.8%
JSC
1486
Jackson Square Capital
California
$533K +$164K +1,926 +44%
HAS
1487
HBW Advisory Services
California
$532K -$13.8K -163 -3%
PIFP
1488
Partners in Financial Planning
Virginia
$532K +$1.36K +16 +0.3%
CFS
1489
CRA Financial Services
New Jersey
$530K +$5.68K +67 +1%
CAMG
1490
CWA Asset Management Group
Florida
$528K -$41K -483 -7%
CIC
1491
Cornercap Investment Counsel
Georgia
$521K -$3.26M -38,396 -86%
BMM
1492
Buffington Mohr McNeal
Idaho
$521K +$119K +1,400 +30%
CAM
1493
Campion Asset Management
Virginia
$519K +$12.3K +145 +2%
MAG
1494
MRA Advisory Group
New Jersey
$518K +$40.3K +475 +8%
GM
1495
GeoWealth Management
Illinois
$517K -$63.6K -750 -11%
JPLA
1496
Joseph P. Lucia & Associates
New York
$516K -$10.4K -123 -2%
NL
1497
NWAM LLC
Washington
$515K +$8.4K +99 +2%
HPWM
1498
Highland Private Wealth Management
Washington
$513K +$137K +1,612 +36%
FNBOH
1499
First National Bank of Hutchinson
Kansas
$512K +$3.23K +38 +0.6%
SWA
1500
Stratos Wealth Advisors
Ohio
$510K -$133K -1,572 -21%