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CVS Health

2,098 hedge funds and large institutions have $69.9B invested in CVS Health in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 774 increasing their positions, 1,014 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
-90
Holders Change %
-4.11%
% of All Funds
33.45%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.8%
New
111
Increased
774
Reduced
1,014
Closed
173
Calls
$1.7B
Puts
$1.32B
Net Calls
+$380M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
MSRPS
501
Maryland State Retirement & Pension System
Maryland
$6.89M +$56.2K +805 +0.8%
IIC
502
Ironwood Investment Counsel
Arizona
$6.87M +$171K +2,451 +3%
LSWM
503
Lorne Steinberg Wealth Management
Canada
$6.81M -$20K -287 -0.3%
TI
504
Tidal Investments
Wisconsin
$6.81M +$440K +6,295 +7%
KRS
505
Kentucky Retirement Systems
Kentucky
$6.79M -$406K -5,814 -6%
HFS
506
Haverford Financial Services
Pennsylvania
$6.77M -$3.09M -44,235 -31%
LFAS
507
Level Four Advisory Services
Texas
$6.77M +$276K +3,957 +4%
NC
508
NewSquare Capital
Pennsylvania
$6.76M +$308K +4,471 +5%
ATC
509
Argent Trust Co
Tennessee
$6.74M -$77.6K -1,111 -1%
CRB
510
Chad R. Baker
$6.71M +$30.4K +435 +0.5%
BWM
511
Bulltick Wealth Management
Florida
$6.71M -$140K -1,998 -2%
AUB
512
Atlantic Union Bankshares
Virginia
$6.71M -$87.1K -1,248 -1%
SIA
513
Soltis Investment Advisors
Utah
$6.71M +$770K +11,033 +13%
WF
514
WoodTrust Financial
Wisconsin
$6.7M -$161K -2,308 -2%
FCI
515
Financial Counselors Inc
Kansas
$6.69M -$100K -1,439 -1%
HIMCH
516
Hartford Investment Management Co (HIMCO)
Connecticut
$6.68M -$197K -2,824 -3%
CFG
517
Citizens Financial Group
Rhode Island
$6.65M -$1.31M -18,787 -16%
BCM
518
BTC Capital Management
Iowa
$6.64M -$31.3K -449 -0.5%
KFP
519
KMG Fiduciary Partners
Ohio
$6.64M +$234K +3,350 +4%
SWM
520
Stockman Wealth Management
Montana
$6.58M +$294K +4,205 +5%
VCM
521
Vision Capital Management
Oregon
$6.54M +$18K +258 +0.3%
SAM
522
Securian Asset Management
Minnesota
$6.44M -$861K -12,330 -12%
LIA
523
LS Investment Advisors
Michigan
$6.43M -$1M -14,365 -13%
NC
524
Nicholas Company
Wisconsin
$6.36M -$27.2K -390 -0.4%
SIP
525
Stoneridge Investment Partners
Pennsylvania
$6.34M -$1.33M -19,006 -17%