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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 %
SC
1901
Sierra Capital
Florida
$124K -$25K -294 -17%
CWC
1902
Carolinas Wealth Consulting
North Carolina
$123K -$49.9K -589 -29%
SWM
1903
Sugarloaf Wealth Management
Georgia
$122K +$593 +7 +0.5%
RCA
1904
Ranch Capital Advisors
Florida
$120K +$4.31K +51 +4%
DAM
1905
Delta Asset Management
Tennessee
$118K -$8.16K -96 -6%
TWM
1906
Tradition Wealth Management
Minnesota
$118K +$10.8K +127 +10%
MCM
1907
MV Capital Management
Maryland
$118K +$83.9K +985 +246%
MHR
1908
Matthew Hamilton Rosenberg
$110K +$22.4K +263 +26%
TCM
1909
TD Capital Management
Tennessee
$108K +$852 +10 +0.8%
IHWM
1910
Iron Horse Wealth Management
Iowa
$106K
LWA
1911
Lenox Wealth Advisors
New York
$105K +$93K +1,095 +777%
APP
1912
Alpha Paradigm Partners
Illinois
$105K +$105K +1,238 New
AWM
1913
AllSquare Wealth Management
New York
$104K
GWSG
1914
GPS Wealth Strategies Group
Colorado
$103K
TI
1915
Truehand Inc
New Hampshire
$103K
WBC
1916
West Branch Capital
Massachusetts
$100K
ME
1917
McIlrath & Eck
Washington
$99K +$14.4K +170 +17%
BFC
1918
Bedel Financial Consulting
Indiana
$98K
GAM
1919
Gemmer Asset Management
California
$94K +$1.1K +13 +1%
SN
1920
Sittner & Nelson
Oregon
$93K
GPA
1921
Guidance Point Advisors
Massachusetts
$93K +$93K +1,107 New
BHWM
1922
Bay Harbor Wealth Management
Maryland
$92K -$85 -1 -0.1%
AWM
1923
Atticus Wealth Management
Florida
$91K -$135K -1,589 -60%
WOC
1924
West Oak Capital
California
$90K +$2.97K +35 +3%
HWM
1925
HighMark Wealth Management
Minnesota
$89K +$510 +6 +0.6%