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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 %
MIHAS
1926
Maj Invest Holding A/S
Denmark
$53K
SAM
1927
S.A. Mason
Michigan
$53K
LWP
1928
Laurel Wealth Planning
Minnesota
$53K
RFA
1929
Reilly Financial Advisors
California
$50K +$19.4K +259 +63%
CFG
1930
CKW Financial Group
Hawaii
$49K -$351K -4,660 -88%
AF
1931
Arrow Financial
New York
$49K
BCA
1932
Bray Capital Advisors
Florida
$47K -$6.57K -88 -12%
MWP
1933
Meridian Wealth Partners
Pennsylvania
$47K +$16.3K +213 +53%
AIG
1934
American International Group
New York
$47K -$2.28K -30,353 -5%
LAS
1935
Lloyd Advisory Services
Georgia
$46K +$40.8K +539 +793%
PCA
1936
Providence Capital Advisors
North Carolina
$45K
EARNEST Partners
1937
EARNEST Partners
Georgia
$45K
MAM
1938
Marquette Asset Management
Minnesota
$42K
RWB
1939
RMR Wealth Builders
New Jersey
$42K +$2.03K +27 +5%
WFA
1940
West Financial Advisors
Iowa
$41K
SPWG
1941
Sage Private Wealth Group
Illinois
$40K +$228 +3 +0.6%
PP
1942
PrairieView Partners
Minnesota
$37K -$151 -2 -0.4%
FCM
1943
Firestone Capital Management
Florida
$35K +$151 +2 +0.4%
SC
1944
Solstein Capital
California
$35K +$35K +465 New
LWM
1945
Liberty Wealth Management
California
$34K
ST
1946
Sageworth Trust
Pennsylvania
$33K -$40.7K -537 -55%
Nisa Investment Advisors
1947
Nisa Investment Advisors
Missouri
$31.2K -$371 -4,930 -1%
VCM
1948
Versant Capital Management
Arizona
$31K
LAIC
1949
Lederer & Associates Investment Counsel
California
$30.1K +$30.1K +400 New
AWM
1950
Avior Wealth Management
Nebraska
$30K -$1.68K -23 -5%