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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
1976
Solstein Capital
California
$39K
FCM
1977
Firestone Capital Management
Florida
$39K
Loomis, Sayles & Company
1978
Loomis, Sayles & Company
Massachusetts
$39K +$86 +1 +0.2%
SGAM
1979
Smith Group Asset Management
Texas
$38K
RS
1980
Robeco Schweiz
Switzerland
$37.6K +$7.21K +84,975 +24%
ST
1981
Sageworth Trust
Pennsylvania
$37K -$387K -4,548 -91%
CFA
1982
Cahill Financial Advisors
Minnesota
$37K +$37K +433 New
HWMA
1983
Heritage Wealth Management (Arizona)
Arizona
$36K -$170 -2 -0.5%
PP
1984
PrairieView Partners
Minnesota
$35K -$6.19K -72 -15%
Nisa Investment Advisors
1985
Nisa Investment Advisors
Missouri
$31.9K +$320 +3,765 +1%
FRA
1986
Front Row Advisors
California
$31K
PCM
1987
Penserra Capital Management
California
$31K +$6K +72 +24%
FP
1988
Financial Perspectives
Minnesota
$30.7K
DAC
1989
Dividend Assets Capital
South Carolina
$30K
CCA
1990
Column Capital Advisors
Indiana
$29K
ED
1991
Exane Derivatives
France
$28.1K
CFO
1992
CVA Family Office
Colorado
$27K -$83.3K -1,410 -76%
APWA
1993
Atlas Private Wealth Advisors
New Jersey
$27K
KFS
1994
Kelly Financial Services
Massachusetts
$26.3K -$2.17M -25,556 -99%
RA
1995
Resolute Advisors
California
$26K
BIA
1996
Bell Investment Advisors
California
$26K +$26K +309 New
HIIFS
1997
Harel Insurance Investments & Financial Services
Israel
$25K -$811K -9,726 -97%
LWA
1998
Lowe Wealth Advisors
Maryland
$24K +$85 +1 +0.4%
JGIA
1999
Jackson Grant Investment Advisers
Connecticut
$23K +$86 +1 +0.4%
EIP
2000
Ellis Investment Partners
Pennsylvania
$23K +$4.31K +51 +23%