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CVS Health

2,254 hedge funds and large institutions have $74.3B invested in CVS Health in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 977 increasing their positions, 939 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
-139
Holders Change %
-5.81%
% of All Funds
36.08%
Holding in Top 10
52
Holding in Top 10 Change
-66
Holding in Top 10 Change %
-55.93%
% of All Funds
0.83%
New
150
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 %
CSPIA
501
Cary Street Partners Investment Advisory
Virginia
$7.91M -$99K -1,332 -1%
SAM
502
Securian Asset Management
Minnesota
$7.89M -$134K -1,800 -2%
LIA
503
LS Investment Advisors
Michigan
$7.86M -$12.6K -169 -0.2%
GCM
504
Gibraltar Capital Management
Oklahoma
$7.83M +$596K +8,017 +8%
WSTAM
505
Wilbanks Smith & Thomas Asset Management
Virginia
$7.8M +$348K +4,684 +5%
ECM
506
Evergreen Capital Management
Washington
$7.8M +$246K +3,316 +3%
EMPI
507
Elo Mutual Pension Insurance
Finland
$7.8M +$244K +3,288 +3%
BFIC
508
Bedell Frazier Investment Counselling
California
$7.78M +$1.29M +17,371 +20%
XF
509
XML Financial
Maryland
$7.76M +$113K +1,518 +1%
TW
510
TrinityPoint Wealth
Connecticut
$7.74M +$1.35M +18,207 +21%
FNBT
511
FineMark National Bank & Trust
Florida
$7.74M +$755K +10,156 +11%
CA
512
Cetera Advisors
Colorado
$7.71M +$1.24M +16,743 +19%
PTC
513
Philadelphia Trust Company
Pennsylvania
$7.7M -$9.77M -131,446 -56%
PA
514
Pinnacle Associates
New York
$7.7M -$161K -2,162 -2%
LDB
515
Lee, Danner & Bass
Tennessee
$7.69M +$609K +8,197 +9%
IIM
516
Intact Investment Management
Quebec, Canada
$7.67M +$817K +11,000 +12%
MYIA
517
Mount Yale Investment Advisors
Colorado
$7.65M +$62.3K +839 +0.8%
MAM
518
Madison Asset Management
Wisconsin
$7.64M -$25.6M -344,476 -77%
ASN
519
Advisory Services Network
Georgia
$7.59M -$712K -9,586 -9%
MSRPS
520
Maryland State Retirement & Pension System
Maryland
$7.55M -$114K -1,540 -1%
KRS
521
Kentucky Retirement Systems
Kentucky
$7.55M -$125K -1,686 -2%
SCM
522
Shelton Capital Management
Colorado
$7.49M +$5.18M +69,769 +225%
SW
523
SVB Wealth
Massachusetts
$7.44M -$684K -9,211 -8%
DMC
524
Drexel Morgan & Co
Pennsylvania
$7.43M
MCM
525
McKinley Capital Management
Alaska
$7.43M