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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 %
PCH
1951
PGIM Custom Harvest
New Jersey
$63K
CCM
1952
Carderock Capital Management
Maryland
$63K +$63K +740 New
LFG
1953
Larson Financial Group
Missouri
$62K +$170 +2 +0.3%
CDIA
1954
Capital Directions Investment Advisors
Georgia
$62K +$5.06K +60 +9%
AF
1955
Arrow Financial
New York
$61K +$594 +7 +1%
TFO
1956
Tarbox Family Office
California
$60K -$1.97K -23 -3%
SAM
1957
Strategic Asset Management
Minnesota
$60K +$60K +717 New
PCC
1958
Park Circle Company
Maryland
$59K
MIHAS
1959
Maj Invest Holding A/S
Denmark
$59K
CFG
1960
CKW Financial Group
Hawaii
$55K -$5.92K -70 -10%
DOA
1961
D'Orazio & Associates
Virginia
$54K +$17.2K +203 +47%
RFWA
1962
RPg Family Wealth Advisory
Massachusetts
$53.4K +$53.4K +629 New
BCA
1963
Bray Capital Advisors
Florida
$53K
TC
1964
Tacita Capital
Ontario, Canada
$51K -$12.8K -150 -20%
PCA
1965
Providence Capital Advisors
North Carolina
$51K
EARNEST Partners
1966
EARNEST Partners
Georgia
$51K
LAS
1967
Lloyd Advisory Services
Georgia
$48K -$3.03K -36 -6%
HIM
1968
Hillsdale Investment Management
Ontario, Canada
$48K -$1.71K -20 -3%
MAM
1969
Marquette Asset Management
Minnesota
$48K
RFA
1970
Reilly Financial Advisors
California
$48K +$13.1K +154 +38%
SPWG
1971
Sage Private Wealth Group
Illinois
$45K +$254 +3 +0.6%
LWM
1972
Liberty Wealth Management
California
$44K +$7.99K +93 +22%
ACM
1973
Antonetti Capital Management
Florida
$42K +$42K +500 New
TVWM
1974
Tower View Wealth Management
Wisconsin
$42K +$42K +500 New
AFG
1975
Albion Financial Group
Utah
$41K