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CVS Health

1,557 hedge funds and large institutions have $92.3B invested in CVS Health in 2016 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 695 increasing their positions, 620 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,557
Holders Change
+6
Holders Change %
+0.39%
% of All Funds
41.55%
Holding in Top 10
237
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+19.1%
% of All Funds
6.33%
New
99
Increased
695
Reduced
620
Closed
73
Calls
$578M
Puts
$368M
Net Calls
+$211M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Shares
Change %
GXMC
1501
Global X Management Company
New York
$73K +$46.7K +450 +177%
BWA
1502
Burt Wealth Advisors
Maryland
$73K +$53.2K +514 +269%
RAM
1503
Riggs Asset Management
Pennsylvania
$67K
AF
1504
Allworth Financial
California
$64K
TIM
1505
Tortoise Investment Management
New York
$62K
KKAMG
1506
Kernodle & Katon Asset Management Group
Arkansas
$62K +$62K +597 New
BL
1507
Balentine LLC
Georgia
$59K
HI
1508
Hudock Inc
Pennsylvania
$57K -$16.2K -157 -22%
HPBT
1509
High Point Bank & Trust
North Carolina
$49K -$10.3K -100 -17%
FPFS
1510
First Personal Financial Services
North Carolina
$47K -$31.3K -300 -40%
DPA
1511
Delphi Private Advisors
California
$47K -$4.34K -42 -8%
TFO
1512
Tarbox Family Office
California
$46K +$104 +1 +0.2%
Nuveen Asset Management
1513
Nuveen Asset Management
Illinois
$44.3K -$4.35K -41,897 -9%
AWM
1514
Avior Wealth Management
Nebraska
$44K -$25.8K -248 -37%
RCG
1515
Ruggie Capital Group
Florida
$44K +$44K +426 New
AIS
1516
Accurate Investment Solutions
Pennsylvania
$42K +$309 +3 +0.7%
NYLT
1517
New York Life Trust
New York
$41K -$118K -1,135 -74%
CPIG
1518
Chicago Partners Investment Group
Illinois
$41K -$82K -800 -67%
MDCM
1519
Morgan Dempsey Capital Management
Wisconsin
$36K
TWMP
1520
Taylor Wealth Management Partners
Massachusetts
$36K
CAW
1521
Cornerstone Advisors (Washington)
Washington
$34K +$10.4K +100 +44%
TJHA
1522
Thomas J. Herzfeld Advisors
Florida
$32K +$32K +313 New
Carson Wealth (CWM LLC)
1523
Carson Wealth (CWM LLC)
Nebraska
$31K -$1.76K -17 -5%
HF
1524
Hoxton Financial
West Virginia
$31K
NC
1525
NewSquare Capital
Pennsylvania
$30K +$21.3K +202 +243%