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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 %
GWSG
1876
GPS Wealth Strategies Group
Colorado
$97K +$97K +1,302 New
CFO
1877
CVA Family Office
Colorado
$96K +$61.5K +815 +178%
BAM
1878
Bellevue Asset Management
Washington
$95K
TCM
1879
TD Capital Management
Tennessee
$95K
TWM
1880
Tradition Wealth Management
Minnesota
$95K +$2.11K +28 +2%
IHWM
1881
Iron Horse Wealth Management
Iowa
$94K
MGIM
1882
M&G Investment Management
United Kingdom
$93.7K +$2.2K +29,318 +2%
HI
1883
Hudock Inc
Pennsylvania
$93K +$597 +8 +0.6%
TI
1884
Truehand Inc
New Hampshire
$91K -$9.79K -130 -10%
FCFS
1885
First Command Financial Services
Texas
$90K -$23K -308 -20%
FCB
1886
First Command Bank
Texas
$90K -$23K -308 -20%
MLFP
1887
MPS Loria Financial Planners
Illinois
$90K +$523 +7 +0.6%
UFF
1888
USA Financial Formulas
Michigan
$89K +$87K +1,152 +4,267%
APWA
1889
Atlas Private Wealth Advisors
New Jersey
$88K +$20.7K +275 +31%
CL
1890
COWA LLC
Oklahoma
$86K +$519 +7 +0.6%
WPA
1891
West Paces Advisors
Georgia
$85.2K
LWP
1892
Lumature Wealth Partners
Georgia
$85K +$85K +1,129 New
GAM
1893
Gemmer Asset Management
California
$83K +$1.21K +16 +1%
SN
1894
Sittner & Nelson
Oregon
$82K +$2.69K +36 +3%
BHWM
1895
Bay Harbor Wealth Management
Maryland
$82K +$73.2K +970 +829%
ADIM
1896
Alpha DNA Investment Management
Maryland
$80K +$8.39K +113 +12%
GCM
1897
Gables Capital Management
Florida
$79K
HWMA
1898
Heritage Wealth Management (Arizona)
Arizona
$79K +$79K +1,051 New
HWM
1899
HighMark Wealth Management
Minnesota
$78K +$528 +7 +0.7%
WWM
1900
Wagner Wealth Management
South Carolina
$78K +$78K +1,031 New