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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 %
PCFFS
2001
Pacific Center for Financial Services
California
$21K
SSC
2002
Syverson Strege & Co
Iowa
$21K +$21K +243 New
VCM
2003
Versant Capital Management
Arizona
$20K -$2.09K -24 -9%
HF
2004
Halpern Financial
Virginia
$19.4K
RG
2005
Retirement Group
California
$18K
BFG
2006
Baron Financial Group
New Jersey
$16.2K +$85 +1 +0.5%
EWA
2007
Evolution Wealth Advisors
Florida
$16K
CAM
2008
Close Asset Management
United Kingdom
$15K
FWM
2009
Filbrandt Wealth Management
Wisconsin
$15K +$1.84K +21 +14%
MWC
2010
MBM Wealth Consultants
Missouri
$14K -$9.71K -111 -41%
BMD
2011
Better Money Decisions
New Mexico
$14K +$85 +1 +0.6%
IWP
2012
IAG Wealth Partners
Wisconsin
$14K +$172 +2 +1%
SC
2013
Steph & Co
Wisconsin
$13K
MFT
2014
Moisand Fitzgerald Tamayo
Florida
$13K
BAM
2015
Barrett Asset Management
New York
$13K +$13K +149 New
CAL
2016
Capital Advisors Ltd
Ohio
$12K
IF
2017
Ironwood Financial
Arizona
$11K
HC
2018
Hoese & Co
Minnesota
$11K
APW
2019
Acima Private Wealth
Virginia
$10K
EAM
2020
Eukles Asset Management
Ohio
$10K
SFPG
2021
Stonebridge Financial Planning Group
Florida
$10K
ODG
2022
O'Dell Group
Ohio
$10K +$10K +117 New
SL
2023
Savior LLC
Massachusetts
$9K -$323K -3,766 -97%
O
2024
Ossiam
France
$9K
MIM
2025
Macroview Investment Management
Maryland
$9K +$343 +4 +4%