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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 %
CM
1651
Capula Management
Cayman Islands
$313K +$313K +4,167 New
SWA
1652
Sutton Wealth Advisors
Florida
$313K +$1.28K +17 +0.4%
WCM
1653
WealthBridge Capital Management
Ohio
$312K
FNBSF
1654
First National Bank Sioux Falls
South Dakota
$312K +$3.76K +50 +1%
KWA
1655
KCS Wealth Advisory
California
$312K +$43.2K +575 +16%
HWMG
1656
Hurlow Wealth Management Group
Indiana
$311K -$4.21K -56 -1%
LCM
1657
Leisure Capital Management
California
$307K
RF
1658
Robbins Farley
New Hampshire
$307K +$307K +3,576 New
MCWS
1659
McKinley Carter Wealth Services
West Virginia
$306K -$136K -1,808 -31%
GBT
1660
Grove Bank & Trust
Florida
$306K
LWA
1661
Lineweaver Wealth Advisors
Ohio
$305K -$40.8K -543 -12%
FC
1662
Fulcrum Capital
Washington
$305K +$3.69K +49 +1%
TA
1663
TFG Advisers
Michigan
$303K -$8.06K -107 -3%
SC
1664
Slow Capital
California
$302K +$35.1K +467 +13%
AWA
1665
Aaron Wealth Advisors
Illinois
$301K +$301K +4,008 New
LA
1666
LexAurum Advisors
Kansas
$300K -$16.6K -220 -5%
CSPIA
1667
Cary Street Partners Investment Advisory
Virginia
$299K -$615K -8,155 -67%
PP
1668
Palladium Partners
Virginia
$299K +$8.95K +119 +3%
PCG
1669
Private Capital Group
Connecticut
$298K -$128K -1,701 -30%
TF
1670
TimeScale Financial
Massachusetts
$298K +$8.72K +116 +3%
GCA
1671
Guardian Capital Advisors
Ontario, Canada
$295K -$24.3K -324 -8%
JSC
1672
Jackson Square Capital
California
$295K +$23.2K +309 +9%
BCA
1673
Berman Capital Advisors
Georgia
$295K +$63.5K +848 +27%
LB
1674
Legacy Bridge
Iowa
$294K -$11.7K -155 -4%
VCM
1675
Vigilant Capital Management
Maine
$294K -$4.51K -60 -2%