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CVS Health

1,546 hedge funds and large institutions have $53.3B invested in CVS Health in 2018 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 628 increasing their positions, 665 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,546
Holders Change
-49
Holders Change %
-3.07%
% of All Funds
35.48%
Holding in Top 10
39
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.41%
% of All Funds
0.9%
New
113
Increased
628
Reduced
665
Closed
148
Calls
$821M
Puts
$663M
Net Calls
+$158M
Net Calls Change
+$504M
Name Holding Trade Value Shares
Change
Shares
Change %
FEG
1501
Financial Enhancement Group
Indiana
$17K +$17K +273 New
BBA
1502
Braun-Bostich & Associates
Pennsylvania
$16K
TODC
1503
Trustees of Dartmouth College
New Hampshire
$16K +$16K +265 New
SIM
1504
Sonora Investment Management
Arizona
$15.9K +$15.9K +255 New
PS
1505
Portfolio Solutions
Michigan
$14K
CJA
1506
C-J Advisory
California
$13K
TVWM
1507
Tower View Wealth Management
Wisconsin
$13K
PW
1508
Price Wealth
Texas
$13K
SCM
1509
Silvant Capital Management
Georgia
$13K +$13K +211 New
ME
1510
McIlrath & Eck
Washington
$12K +$362 +6 +3%
FBT
1511
First Bank & Trust
South Dakota
$11K -$3.77K -60 -26%
HR
1512
Howe & Rusling
New York
$10K -$114K -1,811 -92%
LWA
1513
Lowe Wealth Advisors
Maryland
$10K +$60 +1 +0.6%
AWM
1514
Avior Wealth Management
Nebraska
$9K -$5.01K -84 -36%
WAS
1515
WESPAC Advisors SoCal
California
$9K
LYV
1516
Live Your Vision
Pennsylvania
$8K
LWA
1517
Lenox Wealth Advisors
New York
$8K +$8K +130 New
MIM
1518
Macroview Investment Management
Maryland
$8K +$8K +135 New
CAW
1519
Cornerstone Advisors (Washington)
Washington
$7K -$7K -109 -50%
GWA
1520
Guidant Wealth Advisors
Illinois
$7K
GGI
1521
Godsey & Gibb Inc
Virginia
$7K +$7K +116 New
NC
1522
NewSquare Capital
Pennsylvania
$6K -$11.8K -179 -66%
Winslow Capital Management
1523
Winslow Capital Management
Minnesota
$6K
FFW
1524
Fusion Family Wealth
New York
$6K
GAM
1525
Guinness Asset Management
United Kingdom
$5K