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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 %
SCA
2001
Stuart Chaussee & Associates
California
$5K +$5K +68 New
LWA
2002
Lenox Wealth Advisors
New York
$4K -$10.2K -145 -72%
OSNBOA
2003
Old Second National Bank of Aurora
Illinois
$4K
CWM
2004
Cedar Wealth Management
California
$4K
WAS
2005
Winch Advisory Services
Wisconsin
$4K
GG
2006
Gleason Group
Kentucky
$4K +$74 +1 +2%
BC
2007
Burleson & Co
California
$4K +$4K +51 New
FPW
2008
Flagship Private Wealth
Massachusetts
$3.4K
FP
2009
Fiduciary Planning
Florida
$3K -$1.45M -20,270 -100%
CMBA
2010
C.M. Bidwell & Associates
Hawaii
$3K -$228K -3,495 -99%
PWA
2011
Phoenix Wealth Advisors
North Carolina
$3K
DWP
2012
Destiny Wealth Partners
Florida
$3K +$3K +36 New
HFS
2013
Horizon Financial Services
North Carolina
$2K
ARIS
2014
Advanced Research Investment Solutions
California
$2K
JMF
2015
Johnson Midwest Financial
Iowa
$2K +$74 +1 +4%
CC
2016
Cypress Capital
Tennessee
$1K
POIA
2017
Pin Oak Investment Advisors
Texas
$1K
CWA
2018
Clearview Wealth Advisors
Oregon
$1K +$1K +15 New
BEI
2019
Benjamin Edwards Inc
Missouri
$1K +$1K +18 New
MIH
2020
Meitav Investment House
Israel
$909 +$608 +8,055 +202%
SWM
2021
Sugarloaf Wealth Management
Georgia
$107
OCAM
2022
Owl Creek Asset Management
New York
-$53.6M -785,374 Closed
TCA
2023
Taconic Capital Advisors
New York
-$38.6M -565,000 Closed
Point72 Asset Management
2024
Point72 Asset Management
Connecticut
-$14.7M -215,000 Closed
MSA
2025
Mason Street Advisors
Wisconsin
-$12.3M -180,561 Closed