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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 %
AIL
2026
AGF Investments LLC
Ontario, Canada
$8K -$525K -5,971 -98%
NL
2027
NVWM LLC
Pennsylvania
$8K -$5.68K -71 -42%
AW
2028
Alaethes Wealth
Nevada
$8K
PFA
2029
Professional Financial Advisors
Nebraska
$8K
RDFA
2030
Ritter Daniher Financial Advisory
Ohio
$8K
CMA
2031
Cedar Mountain Advisors
Oregon
$8K +$8K +91 New
PCH
2032
Polar Capital Holdings
United Kingdom
$7.2K +$2.29K +26,958 +47%
TWP
2033
TFO Wealth Partners
Ohio
$7K -$8.91K -112 -56%
CPWM
2034
Cypress Point Wealth Management
Texas
$7K
IPW
2035
IronBridge Private Wealth
Texas
$7K +$82 +1 +1%
MS
2036
Mizuho Securities
Japan
$7K +$85 +1 +1%
TAM
2037
Tucker Asset Management
Colorado
$6.16K
AWM
2038
Activest Wealth Management
Florida
$6K
SCA
2039
Stuart Chaussee & Associates
California
$6K
LS
2040
Leelyn Smith
Illinois
$6K
CWM
2041
Cranbrook Wealth Management
Michigan
$6K +$6K +76 New
FPFS
2042
First Personal Financial Services
North Carolina
$5K
CWA
2043
Core Wealth Advisors
Florida
$5K
GG
2044
Gleason Group
Kentucky
$5K
OSNBOA
2045
Old Second National Bank of Aurora
Illinois
$4K
WAS
2046
Winch Advisory Services
Wisconsin
$4K
CWM
2047
Cedar Wealth Management
California
$4K
CMBA
2048
C.M. Bidwell & Associates
Hawaii
$4K
BC
2049
Burleson & Co
California
$4K +$77 +1 +2%
SMG
2050
Spectrum Management Group
Indiana
$4K +$4K +50 New