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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 %
PS
2101
Planned Solutions
California
-$86K -1,263 Closed
SIAG
2102
Safeguard Investment Advisory Group
California
-$77K -1,140 Closed
CT
2103
Clearstead Trust
Maine
-$66K -960 Closed
BAM
2104
Barrett Asset Management
New York
-$63K -920 Closed
BWM
2105
Birchcreek Wealth Management
Ohio
-$61K -900 Closed
HFA
2106
HC Financial Advisors
California
-$61K -895 Closed
APP
2107
Alpha Paradigm Partners
Illinois
-$44K -642 Closed
EA
2108
Emerald Advisers
Pennsylvania
-$39K -576 Closed
BWA
2109
Burt Wealth Advisors
Maryland
-$34K -499 Closed
AWG
2110
Altus Wealth Group
Colorado
-$32K -476 Closed
GWM
2111
Greenhouse Wealth Management
Connecticut
-$26K -377 Closed
AL
2112
ADE LLC
Maryland
-$21K -301 Closed
KCM
2113
Kathmere Capital Management
Pennsylvania
-$20K -300 Closed
FWM
2114
FSA Wealth Management
Massachusetts
-$19K -281 Closed
D
2115
Diversified
Delaware
-$15K -249 Closed
BSSFA
2116
Baron Silver Stevens Financial Advisors
Florida
-$15K -224 Closed
FA
2117
Fortis Advisors
Pennsylvania
-$13K -185 Closed
TCWA
2118
Ten Capital Wealth Advisors
Washington
-$10K -142 Closed
CWM
2119
Curi Wealth Management
North Carolina
-$8K -121 Closed
IA
2120
IFS Advisors
Kansas
-$6K -100 Closed
HFS
2121
HBC Financial Services
Washington
-$7K -100 Closed
TIAM2
2122
Tru Independence Asset Management 2
Oregon
-$2K -34 Closed
KFAA
2123
Klaas Financial Asset Advisors
Illinois
-$2K -30 Closed
DTIM
2124
Danda Trouve Investment Management
Kansas
-$2K -25 Closed
BCMIO
2125
Beacon Capital Management Inc (Ohio)
Ohio
-$1K -21 Closed