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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 %
PAG
1551
Pinnacle Advisory Group
Maryland
$418K +$65.8K +875 +19%
APC
1552
Aspire Private Capital
North Carolina
$418K +$382K +5,078 +1,058%
PMFA
1553
Plante Moran Financial Advisors
Michigan
$416K -$175K -2,327 -30%
BMWM
1554
Brown Miller Wealth Management
Virginia
$415K -$281K -3,737 -40%
FLAM
1555
First Light Asset Management
Minnesota
$415K +$101K +1,337 +32%
ACS
1556
Archford Capital Strategies
Illinois
$415K +$109K +1,445 +36%
JPLA
1557
Joseph P. Lucia & Associates
New York
$414K +$23.7K +315 +6%
BCM
1558
Bayesian Capital Management
New York
$411K +$411K +5,466 New
SAM
1559
Smithbridge Asset Management
Pennsylvania
$410K -$316K -4,200 -44%
GWS
1560
Glassman Wealth Services
Virginia
$409K -$47.4K -629 -10%
LB
1561
Leo Brokerage
Texas
$408K -$8.73K -116 -2%
UC
1562
Unio Capital
New Jersey
$408K
CCM
1563
Coldstream Capital Management
Washington
$408K +$54.4K +723 +15%
CBTWT
1564
Community Bank & Trust (Waco, Texas)
Texas
$407K +$9.32K +124 +2%
FG
1565
Fiduciary Group
Georgia
$407K +$96.7K +1,265 +31%
TWP
1566
Treybourne Wealth Planners
Indiana
$406K +$5.04K +67 +1%
GC
1567
Gilbert & Cook
Iowa
$406K +$73.8K +981 +22%
PFA
1568
Paradigm Financial Advisors
Missouri
$405K -$207K -2,755 -34%
CCM
1569
Chickasaw Capital Management
Tennessee
$404K
PCM
1570
Perkins Capital Management
Minnesota
$403K -$37.6K -500 -9%
LSC
1571
Lesa Sroufe & Co
Washington
$400K -$9.77K -130 -2%
Two Sigma Advisers
1572
Two Sigma Advisers
New York
$399K +$399K +5,300 New
BFA
1573
Bragg Financial Advisors
North Carolina
$395K -$7.6K -101 -2%
SXL
1574
Summit X LLC
Missouri
$394K -$411K -5,500 -51%
BP
1575
BBR Partners
New York
$394K +$21.4K +285 +6%