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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 %
TIM
501
Thompson Investment Management
Wisconsin
$7.14M +$526K +7,603 +8%
KRS
502
Kentucky Retirement Systems
Kentucky
$7.13M +$107K +1,547 +2%
MCM
503
MAI Capital Management
Ohio
$7.11M +$552K +7,985 +8%
Daiwa Securities Group
504
Daiwa Securities Group
Japan
$7.08M -$304K -4,392 -4%
B
505
Bailard
California
$7.05M -$334K -4,835 -5%
CA
506
Cetera Advisors
Colorado
$7.02M -$156K -2,260 -2%
PR
507
Payden & Rygel
California
$7.01M +$6.73M +97,300 +2,373%
VWM
508
Venturi Wealth Management
Texas
$6.99M +$467K +6,762 +7%
CA
509
Callahan Advisors
Texas
$6.98M +$894K +12,935 +15%
AC
510
Addenda Capital
Quebec, Canada
$6.95M -$955K -13,817 -12%
DMC
511
Drexel Morgan & Co
Pennsylvania
$6.91M
SAM
512
Scion Asset Management
California
$6.91M +$6.91M +100,000 New
PWW
513
Pettyjohn Wood & White
Virginia
$6.91M +$321K +4,638 +5%
CAM
514
Crake Asset Management
United Kingdom
$6.88M +$934K +13,504 +16%
FNBT
515
FineMark National Bank & Trust
Florida
$6.86M -$335K -4,845 -5%
HIMCH
516
Hartford Investment Management Co (HIMCO)
Connecticut
$6.81M -$977K -14,140 -13%
WF
517
WoodTrust Financial
Wisconsin
$6.79M +$46.3K +670 +0.7%
NA
518
NewEdge Advisors
Louisiana
$6.78M -$1.12M -16,228 -14%
BWM
519
Bulltick Wealth Management
Florida
$6.78M +$6.32M +91,376 +1,361%
LSWM
520
Lorne Steinberg Wealth Management
Canada
$6.76M +$1.54M +22,348 +30%
MSRPS
521
Maryland State Retirement & Pension System
Maryland
$6.76M -$263K -3,803 -4%
ATC
522
Argent Trust Co
Tennessee
$6.75M +$795K +11,506 +13%
AUB
523
Atlantic Union Bankshares
Virginia
$6.73M +$285K +4,120 +4%
FCI
524
Financial Counselors Inc
Kansas
$6.73M +$61.6K +891 +0.9%
TI
525
Truepoint Inc
Ohio
$6.71M +$899 +13 +0%