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CVS Health

2,253 hedge funds and large institutions have $74.3B invested in CVS Health in 2023 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 977 increasing their positions, 939 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,253
Holders Change
-140
Holders Change %
-5.85%
% of All Funds
36.07%
Holding in Top 10
52
Holding in Top 10 Change
-66
Holding in Top 10 Change %
-55.93%
% of All Funds
0.83%
New
149
Increased
977
Reduced
939
Closed
235
Calls
$1.34B
Puts
$1.11B
Net Calls
+$227M
Net Calls Change
+$47.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
401
Kurt F. Somerville
$11.4M -$28.6K -385 -0.3%
MIM
402
Marco Investment Management
Georgia
$11.4M +$175K +2,355 +2%
CNB
403
Czech National Bank
Czech Republic
$11.2M -$185K -2,487 -2%
First Manhattan
404
First Manhattan
New York
$11.1M -$482K -6,489 -4%
SFA
405
Sequoia Financial Advisors
Ohio
$11.1M +$2.17M +29,256 +24%
AAM
406
Advisors Asset Management
Colorado
$11.1M -$577K -7,771 -5%
STB
407
S&T Bank
Pennsylvania
$11.1M -$185K -2,485 -2%
NAM
408
Nissay Asset Management
Japan
$11.1M -$15.9M -214,268 -59%
BFO
409
Boston Family Office
Massachusetts
$11.1M -$168K -2,260 -1%
SI
410
Stephens Inc
Arkansas
$11M +$4.33M +58,283 +65%
CIA
411
CCM Investment Advisers
South Carolina
$11M +$1.62M +21,850 +17%
AAS
412
Avantax Advisory Services
Texas
$11M +$1.57M +21,194 +17%
ACA
413
Anchor Capital Advisors
Massachusetts
$10.9M +$1.07M +14,442 +11%
DIA
414
Dana Investment Advisors
Wisconsin
$10.8M -$11.4M -153,910 -51%
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$10.8M +$204K +2,745 +2%
Simplex Trading
416
Simplex Trading
Illinois
$10.7M +$9.16M +123,280 +604%
HFS
417
Haverford Financial Services
Pennsylvania
$10.5M -$345K -4,636 -3%
GIM
418
Goelzer Investment Management
Indiana
$10.5M +$1.53M +20,612 +17%
BFS
419
Bard Financial Services
Connecticut
$10.5M -$59.3K -798 -0.6%
AFCM
420
Applied Finance Capital Management
Puerto Rico
$10.4M +$207K +2,789 +2%
OPCM
421
Osborne Partners Capital Management
California
$10.4M +$275K +3,703 +3%
FVCM
422
F&V Capital Management
Florida
$10.2M +$69.9K +940 +0.7%
MCM
423
Mill Capital Management
North Carolina
$10.1M +$289K +3,891 +3%
SIC
424
Salem Investment Counselors
North Carolina
$10.1M -$253K -3,401 -2%
CCB
425
Country Club Bank
Missouri
$9.98M -$15.2K -203 -0.2%