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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 %
FA
2126
Forefront Analytics
Pennsylvania
-$237K -2,827 Closed
WCM
2127
Weld Capital Management
New York
-$230K -2,754 Closed
PL
2128
Plancorp LLC
Missouri
-$215K -2,575 Closed
AO
2129
Advisor OS
Illinois
-$207K -2,479 Closed
RIG
2130
Renaissance Investment Group
Massachusetts
-$205K -2,465 Closed
RWM
2131
RKL Wealth Management
Pennsylvania
-$204K -2,447 Closed
WP
2132
WealthShield Partners
North Carolina
-$136K -1,632 Closed
WAM
2133
Wolverine Asset Management
Illinois
-$101K -1,219 Closed
PGWM
2134
Parisi Gray Wealth Management
New Jersey
-$100K -1,194 Closed
Q
2135
QVR
California
-$66K -794 Closed
PA
2136
Perennial Advisors
New York
-$64K -761 Closed
PO
2137
Private Ocean
California
-$61K -737 Closed
EA
2138
Emerald Advisers
Pennsylvania
-$49K -584 Closed
SB
2139
Strategic Blueprint
Georgia
-$46K -551 Closed
FFG
2140
Ford Financial Group
California
-$28K -341 Closed
EBSAM
2141
Eubel Brady & Suttman Asset Management
Ohio
-$12K -155 Closed
PWP
2142
Personal Wealth Partners
Minnesota
-$10K -120 Closed
SFO
2143
Standard Family Office
South Dakota
-$5K -62 Closed
IRAG
2144
Investment Research & Advisory Group
Georgia
-$5K -56 Closed
PWA
2145
Phoenix Wealth Advisors
North Carolina
-$4K -45 Closed
FPW
2146
Flagship Private Wealth
Massachusetts
-$3.69K -45 Closed
BAM
2147
Baldrige Asset Management
Pennsylvania
-$2K -29 Closed
CAM
2148
CenterStar Asset Management
Illinois
-$805K