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CVS Health

2,188 hedge funds and large institutions have $68.8B invested in CVS Health in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 954 increasing their positions, 917 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,188
Holders Change
-66
Holders Change %
-2.93%
% of All Funds
34.51%
Holding in Top 10
43
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.31%
% of All Funds
0.68%
New
113
Increased
954
Reduced
917
Closed
165
Calls
$1.39B
Puts
$1.14B
Net Calls
+$256M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FVCM
426
F&V Capital Management
Florida
$9.42M -$97.1K -1,405 -1%
AOWM
427
Alpha Omega Wealth Management
Virginia
$9.38M +$2.75M +39,753 +41%
SIC
428
Salem Investment Counselors
North Carolina
$9.38M -$6.29K -91 -0.1%
SAM
429
Synergy Asset Management
Washington
$9.35M +$9.35M +135,301 New
KFS
430
Kurt F. Somerville
$9.33M -$1.26M -18,242 -12%
PA
431
Pinnacle Associates
New York
$9.31M +$2.15M +31,053 +30%
AAM
432
Advisors Asset Management
Colorado
$9.25M -$1.06M -15,319 -10%
AAIS
433
ABN AMRO Investment Solutions
$9.22M +$33.9K +490 +0.4%
N
434
Numerai
California
$9.18M +$7.14M +103,338 +352%
GCM
435
Gibraltar Capital Management
Oklahoma
$9.15M +$1.86M +26,904 +26%
BFIM
436
Beese Fulmer Investment Management
Ohio
$9.15M -$34.4K -498 -0.4%
SMDAM
437
Sumitomo Mitsui DS Asset Management
Japan
$9.08M +$1.52M +22,037 +20%
HCMT
438
Highland Capital Management (Tennessee)
Tennessee
$8.99M -$65.9K -953 -0.7%
PAG
439
Private Advisor Group
New Jersey
$8.97M -$2.18M -30,561 -20%
SFM
440
Stack Financial Management
Montana
$8.97M +$229K +3,312 +3%
WCMN
441
Westchester Capital Management (Nebraska)
Nebraska
$8.95M +$43.7K +632 +0.5%
GIBU
442
Gulf International Bank (UK)
United Kingdom
$8.94M -$3.01M -43,606 -25%
PMG
443
ProVise Management Group
Florida
$8.93M -$48.3K -699 -0.5%
SPIA
444
Steward Partners Investment Advisory
New York
$8.87M -$2.66M -38,491 -23%
PI
445
Parkside Investments
Illinois
$8.81M +$1.04M +15,106 +13%
WF
446
Welch & Forbes
Massachusetts
$8.72M -$124K -1,791 -1%
RMC
447
Resources Management Corp
Connecticut
$8.72M +$8.45M +122,249 +3,203%
PC
448
Permit Capital
Pennsylvania
$8.68M
SSA
449
Schonfeld Strategic Advisors
New York
$8.63M -$5.17M -74,767 -37%
MHC
450
Meyer Handelman Company
New York
$8.63M -$4.84K -70 -0.1%