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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 %
JWM
1826
Jeppson Wealth Management
California
$221K
FWM
1827
Fairhaven Wealth Management
Illinois
$220K +$169 +2 +0.1%
TFF
1828
The Family Firm
Maryland
$219K +$951 +11 +0.4%
VA
1829
Valmark Advisers
Ohio
$218K -$24.2K -286 -10%
FDS
1830
Freedom Day Solutions
Texas
$216K -$6.27K -74 -3%
MIM
1831
Meridiem Investment Management
United Kingdom
$216K
MFG
1832
Magnus Financial Group
New York
$215K +$4.84K +57 +2%
PTP
1833
Platform Technology Partners
New York
$214K -$20.8K -246 -9%
ACA
1834
Aptus Capital Advisors
Alabama
$213K -$5.34K -63 -2%
IA
1835
IFG Advisors
Missouri
$213K +$170 +2 +0.1%
SWMG
1836
Signature Wealth Management Group
Georgia
$212K -$3.74M -44,089 -95%
BWM
1837
BigSur Wealth Management
Florida
$212K -$127K -1,500 -38%
LCM
1838
LVM Capital Management
Michigan
$212K
SFS
1839
Summit Financial Strategies
Ohio
$212K +$212K +2,497 New
RDWM
1840
Red Door Wealth Management
Tennessee
$211K -$29K -342 -12%
MHIC
1841
Marble Harbor Investment Counsel
Massachusetts
$211K
ACP
1842
Aveo Capital Partners
Colorado
$211K +$3.82K +45 +2%
BWA
1843
Beam Wealth Advisors
Louisiana
$209K +$1.27K +15 +0.6%
UWM
1844
USAdvisors Wealth Management
Minnesota
$209K +$209K +2,467 New
KFP
1845
KB Financial Partners
New Jersey
$208K -$6.02K -71 -3%
RIM
1846
Rockbridge Investment Management
New York
$207K -$849 -10 -0.4%
SDWMA
1847
Schneider Downs Wealth Management Advisors
Pennsylvania
$207K +$207K +2,434 New
P
1848
&Partners
Tennessee
$206K
AWM
1849
Aberdeen Wealth Management
Illinois
$206K +$206K +2,423 New
HWA
1850
HHM Wealth Advisors
Tennessee
$205K