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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 %
NICM
1876
Neo Ivy Capital Management
New York
$166K -$43.7K -672 -21%
FQ
1877
First Quadrant
California
$166K +$166K +1,960 New
AWM
1878
Accel Wealth Management
Iowa
$165K +$85 +1 +0.1%
RCG
1879
Rock Creek Group
District of Columbia
$164K -$34.5K -406 -17%
SIS
1880
Sound Income Strategies
Florida
$161K -$5.1K -60 -3%
MWM
1881
Mascoma Wealth Management
New Hampshire
$150K +$150K +1,768 New
NFSG
1882
Newbridge Financial Services Group
Florida
$149K +$25.3K +298 +20%
PWMG
1883
Prestige Wealth Management Group
New Jersey
$148K
AFS
1884
Annapolis Financial Services
Maryland
$148K
CCC
1885
Crescent Capital Consulting
Louisiana
$147K
SWM
1886
Selective Wealth Management
Virginia
$147K +$33.9K +400 +30%
FFA
1887
Freedman Financial Associates
Massachusetts
$144K +$8.82K +104 +7%
SFM
1888
Systematic Financial Management
New Jersey
$143K
FWM
1889
Focused Wealth Management
New York
$143K +$16.2K +191 +13%
MGI
1890
MayTech Global Investments
New York
$142K
GFA
1891
Gifford Fong Associates
California
$142K
BWM
1892
Baystate Wealth Management
Massachusetts
$141K +$3.31K +39 +2%
MGIM
1893
M&G Investment Management
United Kingdom
$133K +$3.57K +41,946 +3%
ACM
1894
AUA Capital Management
Pennsylvania
$132K
AIC
1895
Ayalon Insurance Company
Israel
$130K
PIM
1896
Platinum Investment Management
Australia
$128K +$128K +1,509 New
Bank Julius Baer & Co
1897
Bank Julius Baer & Co
Switzerland
$127K -$128K -1,504 -50%
SQA
1898
Simon Quick Advisors
New Jersey
$126K -$17.3K -205 -12%
FCB
1899
First Command Bank
Texas
$126K
FCFS
1900
First Command Financial Services
Texas
$126K