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CVS Health

2,064 hedge funds and large institutions have $86.2B invested in CVS Health in 2021 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 939 increasing their positions, 733 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,064
Holders Change
+8
Holders Change %
+0.39%
% of All Funds
36.25%
Holding in Top 10
93
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.71%
% of All Funds
1.63%
New
118
Increased
939
Reduced
733
Closed
85
Calls
$1.97B
Puts
$2.17B
Net Calls
-$195M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Shares
Change %
SFBLI
1676
Southern Farm Bureau Life Insurance
Mississippi
$318K
CWP
1677
Concord Wealth Partners
Virginia
$317K -$69.4K -817 -18%
WA
1678
Waverly Advisors
Alabama
$317K +$59.2K +629 +23%
FPS
1679
Fieldpoint Private Securities
Connecticut
$316K -$1.95K -23 -0.6%
QPWM
1680
Quadrant Private Wealth Management
Pennsylvania
$316K +$40.3K +475 +15%
TWM
1681
TriaGen Wealth Management
California
$316K +$316K +3,720 New
CSIC
1682
Clifford Swan Investment Counsel
California
$315K
ONST
1683
Old North State Trust
North Carolina
$314K
SWMP
1684
Signature Wealth Management Partners
New Jersey
$313K +$25.4K +300 +9%
AWE
1685
Avidian Wealth Enterprises
Texas
$313K +$37.4K +441 +14%
RWMH
1686
Riverpoint Wealth Management Holdings
Illinois
$312K -$30.3K -356 -9%
LC
1687
LCNB Corp
Ohio
$312K +$16.6K +195 +6%
GIM
1688
Groesbeck Investment Management
New Jersey
$310K -$159K -1,876 -34%
CSWG
1689
Cardinal Strategic Wealth Guidance
Kentucky
$308K
WCG
1690
Weaver Consulting Group
California
$307K -$20.1K -236 -6%
OWA
1691
Opal Wealth Advisors
New York
$306K -$163K -1,924 -35%
HCM
1692
Hengehold Capital Management
Ohio
$303K +$934 +11 +0.3%
RMDI
1693
R.M. Davis Inc
Maine
$302K -$9.86K -116 -3%
MTC
1694
McDaniel Terry & Co
Texas
$302K
SW
1695
SkyOak Wealth
Michigan
$302K
CF
1696
Corrigan Financial
Rhode Island
$301K +$255 +3 +0.1%
SCM
1697
Stonehearth Capital Management
Massachusetts
$299K +$4.33K +51 +1%
SFG
1698
Sather Financial Group
Texas
$299K +$299K +3,522 New
KMWM
1699
Keudell/Morrison Wealth Management
Oregon
$298K -$8.4K -99 -3%
AMIM
1700
Aull & Monroe Investment Management
Alabama
$297K