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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 %
SVWAG
1676
Sound View Wealth Advisors Group
Georgia
$292K -$1.95K -26 -0.7%
GIM
1677
Groesbeck Investment Management
New Jersey
$291K -$82.6K -1,100 -22%
SL
1678
Savior LLC
Massachusetts
$291K +$1.88K +25 +0.7%
FNBOSM
1679
First National Bank of South Miami
Florida
$291K +$55.4K +738 +24%
MFW
1680
Mosaic Family Wealth
Missouri
$290K +$12.6K +167 +5%
KFI
1681
Key Financial Inc
Pennsylvania
$289K +$2.18K +29 +0.8%
RG
1682
Renaissance Group
Kentucky
$288K
PCM
1683
Pointe Capital Management
Michigan
$287K +$5.12K +68 +2%
RPWA
1684
Regent Peak Wealth Advisors
Georgia
$287K +$6.08K +81 +2%
GL
1685
Graypoint LLC
New York
$286K -$11.6K -154 -4%
LA
1686
Legacy Advisors
Pennsylvania
$286K
NNP
1687
Nachman Norwood & Parrott
South Carolina
$285K +$45.9K +610 +19%
OWA
1688
Opal Wealth Advisors
New York
$285K +$285K +3,791 New
PPWM
1689
PFG Private Wealth Management
Florida
$285K +$285K +3,795 New
HA
1690
Harborview Advisors
Maine
$283K +$225 +3 +0.1%
SFBLI
1691
Southern Farm Bureau Life Insurance
Mississippi
$282K
RM
1692
Resource Management
Louisiana
$282K +$8.19K +109 +3%
PCP
1693
Proficio Capital Partners
Massachusetts
$282K +$14.7K +196 +6%
HCP
1694
Hexagon Capital Partners
Arkansas
$281K -$52.1K -693 -16%
EFSCE
1695
Enterprise Financial Services Corp (EFSC)
Missouri
$281K +$3.77K +50 +1%
KMWM
1696
Keudell/Morrison Wealth Management
Oregon
$280K -$26.8K -356 -9%
IWS
1697
Insight Wealth Strategies
California
$279K +$2.71K +36 +1%
ADL
1698
Asset Dedication LLC
California
$278K -$62.3K -824 -18%
TFS
1699
Thoroughbred Financial Services
Tennessee
$278K +$23.6K +315 +9%
RMDI
1700
R.M. Davis Inc
Maine
$276K -$16.2K -215 -6%