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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 %
XF
1701
XML Financial
Maryland
$276K +$11.3K +150 +4%
STA
1702
Summit Trail Advisors
New York
$276K +$276K +3,673 New
LC
1703
LCNB Corp
Ohio
$275K -$17.3K -230 -6%
W
1704
WealthStone
Ohio
$275K +$20.4K +271 +8%
CSWG
1705
Cardinal Strategic Wealth Guidance
Kentucky
$274K
CWS
1706
Cypress Wealth Services
California
$274K +$11.4K +152 +4%
HWA
1707
HCR Wealth Advisors
California
$272K -$44.6K -594 -14%
SW
1708
SteelPeak Wealth
California
$272K +$15.8K +209 +6%
MA
1709
MCF Advisors
Kentucky
$271K
TCM
1710
Tradewinds Capital Management
Washington
$271K
WCG
1711
Weaver Consulting Group
California
$271K +$271K +3,597 New
EFM
1712
E Fund Management
China
$271K +$271K +3,607 New
GAM
1713
Geier Asset Management
Maryland
$270K -$110K -1,416 -29%
MCM
1714
Magnolia Capital Management
New York
$269K -$6.01K -80 -2%
OC
1715
Oakworth Capital
Alabama
$269K
GA
1716
Geller Advisors
New York
$269K +$87.6K +1,163 +48%
SW
1717
SkyOak Wealth
Michigan
$268K -$28.5K -378 -10%
MTC
1718
McDaniel Terry & Co
Texas
$268K
Massachusetts Financial Services
1719
Massachusetts Financial Services
Massachusetts
$267K -$806K -10,720 -75%
BSB
1720
Bangor Savings Bank
Maine
$267K +$7.35K +98 +3%
FB
1721
First Bancorp
Maine
$266K +$266K +3,527 New
AG
1722
AIA Group
Hong Kong
$266K +$266K +3,535 New
CL
1723
CPWM LLC
Washington
$265K -$36.1K -481 -12%
AGA
1724
Accuvest Global Advisors
Utah
$265K +$265K +3,523 New
WG
1725
Watchman Group
Texas
$264K