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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 %
Bank of Nova Scotia
526
Bank of Nova Scotia
Ontario, Canada
$7.27M -$19.5M -262,008 -73%
EGM
527
Engineers Gate Manager
New York
$7.25M +$6.03M +81,095 +492%
WF
528
WoodTrust Financial
Wisconsin
$7.25M +$453K +6,097 +7%
BCI
529
Brinker Capital Investments
Pennsylvania
$7.22M +$735K +9,892 +11%
OPS
530
Orion Portfolio Solutions
Nebraska
$7.22M +$6.03M +81,166 +508%
TI
531
Truepoint Inc
Ohio
$7.21M +$3.04M +40,952 +73%
FCI
532
Financial Counselors Inc
Kansas
$7.16M -$237K -3,191 -3%
HCM
533
Hillman Capital Management
Maryland
$7.16M +$52.9K +712 +0.7%
AOWM
534
Alpha Omega Wealth Management
Virginia
$7.13M +$504K +6,783 +8%
TIM
535
Thompson Investment Management
Wisconsin
$7.11M +$1.03M +13,800 +17%
PWW
536
Pettyjohn Wood & White
Virginia
$7.08M +$36.4K +490 +0.5%
MCM
537
MAI Capital Management
Ohio
$7.05M -$276K -3,715 -4%
Kayne Anderson Rudnick Investment Management
538
Kayne Anderson Rudnick Investment Management
California
$7.04M +$515K +6,924 +8%
VWM
539
Venturi Wealth Management
Texas
$7.02M +$273K +3,678 +4%
TCM
540
Tekla Capital Management
Massachusetts
$6.96M
AUB
541
Atlantic Union Bankshares
Virginia
$6.92M -$247K -3,319 -3%
CRB
542
Chad R. Baker
$6.92M +$168K +2,265 +2%
AIMCA
543
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.85M -$12.4M -166,583 -64%
EFIC
544
Eliot Finkel Investment Counsel
California
$6.84M +$397K +5,347 +6%
NC
545
Nicholas Company
Wisconsin
$6.8M
CANC
546
Culbertson A N & Co
Virginia
$6.71M +$9.44K +127 +0.1%
CWM
547
Compass Wealth Management
Connecticut
$6.67M -$98.1K -1,320 -1%
PAMG
548
Patton Albertson Miller Group
Tennessee
$6.66M +$142K +1,913 +2%
NEAM
549
New England Asset Management
Connecticut
$6.65M +$3.54M +47,700 +114%
TFA
550
Toth Financial Advisory
Virginia
$6.57M -$129K -1,731 -2%