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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 %
ZB
1926
Zions Bancorporation
Utah
$87K -$3.93K -46 -4%
COCM
1927
Charter Oak Capital Management
New Hampshire
$87K +$170 +2 +0.2%
BAM
1928
Bellevue Asset Management
Washington
$86K
MCA
1929
Mercer Capital Advisers
New Jersey
$85K -$42.5K -500 -33%
KC
1930
Knuff & Co
California
$85K -$25.5K -300 -23%
FGAM
1931
Financial Gravity Asset Management
Texas
$85K +$21.1K +37 +33%
TCWA
1932
Ten Capital Wealth Advisors
Washington
$83K +$83K +975 New
CFFP
1933
Center for Financial Planning
Michigan
$82K -$3.4K -40 -4%
GCM
1934
Gables Capital Management
Florida
$82K
MAM
1935
McCarthy Asset Management
California
$82K +$85 +1 +0.1%
SAM
1936
S.A. Mason
Michigan
$82K +$21.3K +250 +35%
M
1937
MOTCO
Texas
$81K -$6.64M -78,698 -99%
CT
1938
Clearstead Trust
Maine
$81K
LWP
1939
Lumature Wealth Partners
Georgia
$80K -$10.3K -121 -11%
AA
1940
Addison Advisors
Vermont
$79K +$676 +8 +0.9%
TIM
1941
Tortoise Investment Management
New York
$77K
UFF
1942
USA Financial Formulas
Michigan
$72K +$14K +165 +24%
Capstone Investment Advisors
1943
Capstone Investment Advisors
New York
$71K -$1.35M -15,934 -95%
IFAM
1944
Institutional & Family Asset Management
Colorado
$71K
LWP
1945
Laurel Wealth Planning
Minnesota
$71K +$10.6K +125 +18%
KIG
1946
Kowal Investment Group
Wisconsin
$71K +$71K +842 New
BDS
1947
Banco de Sabadell
Florida
$67K +$21.3K +365 +46%
SOW
1948
State of Wyoming
Wyoming
$66K -$63.7K -747 -49%
FFC
1949
First Financial Corp
Indiana
$66K
WFA
1950
West Financial Advisors
Iowa
$64K +$17.3K +203 +37%