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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 %
AMBIA
451
Allen Mooney & Barnes Investment Advisors
Georgia
$8.61M -$2.35K -34 -0%
Rafferty Asset Management
452
Rafferty Asset Management
New York
$8.58M +$633K +9,159 +8%
CCB
453
Country Club Bank
Missouri
$8.56M -$622K -9,050 -7%
ASN
454
Advisory Services Network
Georgia
$8.49M +$1.43M +20,661 +20%
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$8.33M -$101K -1,459 -1%
GS
456
GTS Securities
New York
$8.33M +$8.33M +120,515 New
MYIA
457
Mount Yale Investment Advisors
Colorado
$8.31M +$1.19M +17,187 +17%
WAM
458
Wallington Asset Management
Indiana
$8.26M +$20.9K +303 +0.3%
WSTAM
459
Wilbanks Smith & Thomas Asset Management
Virginia
$8.26M +$998K +14,433 +14%
AAM
460
Auxier Asset Management
Oregon
$8.24M -$20.7K -300 -0.3%
AWAG
461
ARS Wealth Advisors Group
Florida
$8.24M +$350K +5,069 +4%
MAM
462
Madison Asset Management
Wisconsin
$8.15M +$1.04M +15,000 +15%
RBC
463
Romano Brothers & Co
Illinois
$8.12M -$329K -4,762 -4%
Kovitz Investment Group Partners
464
Kovitz Investment Group Partners
Illinois
$8.07M +$201K +2,902 +3%
CCM
465
Cohen Capital Management
California
$8.05M +$612K +8,850 +8%
DWM
466
Dorchester Wealth Management
Quebec, Canada
$7.97M +$219K +3,175 +3%
NB
467
Norinchukin Bank
Japan
$7.92M +$2.02M +29,204 +34%
AMG
468
Advisors Management Group
Wisconsin
$7.89M +$3.63M +52,560 +85%
RIL
469
Rothschild Investment LLC
Illinois
$7.89M +$275K +3,984 +4%
CFG
470
Citizens Financial Group
Rhode Island
$7.88M -$640K -9,257 -8%
LBC
471
Lowe Brockenbrough & Co
Virginia
$7.85M +$110K +1,594 +1%
PFO
472
Pathstone Family Office
New Jersey
$7.83M +$442K +6,466 +6%
FPGT
473
Financial Partners Group (Tennessee)
Tennessee
$7.82M +$4.09M +59,099 +109%
AF
474
Ally Financial
Michigan
$7.81M +$1.8M +26,000 +30%
Bank of Nova Scotia
475
Bank of Nova Scotia
Ontario, Canada
$7.78M +$1.02M +14,737 +15%