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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 %
SC
1976
Steph & Co
Wisconsin
$11K
CAL
1977
Capital Advisors Ltd
Ohio
$11K +$11K +140 New
MFT
1978
Moisand Fitzgerald Tamayo
Florida
$11K +$11K +150 New
APW
1979
Acima Private Wealth
Virginia
$9K
EAM
1980
Eukles Asset Management
Ohio
$9K +$9K +120 New
PGAM
1981
Princeton Global Asset Management
New Jersey
$8K -$55.2K -759 -87%
GWMIA
1982
Global Wealth Management Investment Advisory
Florida
$8K
BAMG
1983
Brand Asset Management Group
Missouri
$8K
PFA
1984
Professional Financial Advisors
Nebraska
$8K
MIM
1985
Macroview Investment Management
Maryland
$8K +$79 +1 +1%
RDFA
1986
Ritter Daniher Financial Advisory
Ohio
$8K +$8K +100 New
SFPG
1987
Stonebridge Financial Planning Group
Florida
$7K
CPWM
1988
Cypress Point Wealth Management
Texas
$6K -$10.8K -150 -64%
FBT
1989
First Bank & Trust
South Dakota
$6K -$4.1K -54 -41%
IPW
1990
IronBridge Private Wealth
Texas
$6K +$71 +1 +1%
IF
1991
Ironwood Financial
Arizona
$6K +$1.69K +24 +39%
MS
1992
Mizuho Securities
Japan
$6K +$6K +82 New
BBHC
1993
Brown Brothers Harriman & Co
New York
$5.95K -$93 -1,237 -2%
TAM
1994
Tucker Asset Management
Colorado
$5.19K
LS
1995
Leelyn Smith
Illinois
$5K -$50.4K -655 -91%
SFO
1996
Standard Family Office
South Dakota
$5K
FPFS
1997
First Personal Financial Services
North Carolina
$5K
CWA
1998
Core Wealth Advisors
Florida
$5K
AWC
1999
Abundance Wealth Counselors
Pennsylvania
$5K +$5K +65 New
AWM
2000
Activest Wealth Management
Florida
$5K +$5K +68 New