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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 %
WA
1601
Wealth Architects
California
$363K +$4.9K +65 +1%
CFS
1602
Capital Financial Services
New York
$363K +$33.9K +450 +10%
LFASL
1603
Lugano Financial Advisors SA (LFA)
Switzerland
$361K
FP
1604
Financial Perspectives
Minnesota
$361K +$356K +26,769 +6,881%
WMA
1605
Wealth Management Associates
New Jersey
$358K +$18.1K +240 +5%
CIC
1606
Carnegie Investment Counsel
Ohio
$358K -$37K -490 -9%
FWSM
1607
First Wilshire Securities Management
California
$358K
MIP
1608
Marietta Investment Partners
Wisconsin
$357K
BMM
1609
Buffington Mohr McNeal
Idaho
$357K +$41.9K +557 +13%
MSA
1610
Marino Stram & Associates
Massachusetts
$357K +$104K +1,377 +41%
WP
1611
WealthSource Partners
California
$357K +$357K +4,742 New
BOS
1612
Bank of Stockton
California
$354K -$52K -691 -13%
MCP
1613
Mirador Capital Partners
California
$353K -$16.7K -222 -5%
EGA
1614
E&G Advisors
Texas
$352K
PCIA
1615
Prime Capital Investment Advisors
Kansas
$350K -$2.41M -32,073 -87%
GCIA
1616
Gabelli & Co Investment Advisers
New York
$350K +$75.3K +1,000 +27%
UBV
1617
United Bank (Virginia)
Virginia
$350K +$97.1K +1,288 +38%
PP
1618
Patron Partners
Texas
$349K +$45K +600 +15%
AG
1619
Appleton Group
Wisconsin
$349K +$349K +4,642 New
WDC
1620
Woodward Diversified Capital
California
$347K -$27.3K -363 -7%
CBT
1621
Capital Bank & Trust
California
$346K
CWM
1622
Cadence Wealth Management
Massachusetts
$346K +$346K +4,599 New
KFGK
1623
Keystone Financial Group (Kentucky)
Kentucky
$345K -$64.4K -855 -16%
CWM
1624
Chesapeake Wealth Management
Virginia
$345K
PFSC
1625
Peoples Financial Services Corp
Pennsylvania
$344K +$6.38K +85 +2%