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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 %
CA
551
Callahan Advisors
Texas
$6.55M -$270K -3,633 -4%
PMIA
552
Patrick Mauro Investment Advisor
Illinois
$6.51M +$2.19M +29,457 +51%
NRS
553
Neville Rodie & Shaw
New York
$6.5M -$24.1K -325 -0.4%
AF
554
Ally Financial
Michigan
$6.46M +$6.46M +87,000 New
WPIC
555
White Pine Investment Company
Michigan
$6.46M +$157K +2,119 +2%
PCM
556
Poehling Capital Management
Wisconsin
$6.43M +$350K +4,714 +6%
ATC
557
Argent Trust Co
Tennessee
$6.4M +$413K +5,558 +7%
CAM
558
Crake Asset Management
United Kingdom
$6.39M +$6.39M +86,000 New
BRWA
559
B. Riley Wealth Advisors
Florida
$6.37M -$91.3K -1,228 -1%
NB
560
Norinchukin Bank
Japan
$6.34M +$86.6K +1,166 +1%
PCA
561
Pallas Capital Advisors
Massachusetts
$6.34M +$440K +5,991 +7%
EP
562
Edgestream Partners
New Jersey
$6.32M +$4.31M +57,994 +214%
PAIM
563
Punch & Associates Investment Management
Minnesota
$6.32M -$27.9K -375 -0.4%
IIC
564
Ironwood Investment Counsel
Arizona
$6.32M +$171K +2,303 +3%
QIM
565
Quantitative Investment Management
Virginia
$6.29M +$6.29M +84,676 New
CAM
566
Cubic Asset Management
Massachusetts
$6.27M -$4.09K -55 -0.1%
HNB
567
Huntington National Bank
Ohio
$6.22M -$25.3K -341 -0.4%
LSERS
568
Louisiana State Employees Retirement System
Louisiana
$6.2M -$104K -1,400 -2%
KPWS
569
Kestra Private Wealth Services
Texas
$6.2M +$661K +8,889 +12%
SSB
570
Sandy Spring Bank
Maryland
$6.19M +$168K +2,265 +3%
BWL
571
Bogart Wealth LLC
Virginia
$6.17M +$990K +13,319 +19%
CIC
572
Chilton Investment Company
Connecticut
$6.17M -$955K -12,849 -13%
EWM
573
Empirical Wealth Management
Washington
$6.14M -$844K -11,361 -12%
SBIA
574
Sheaff Brock Investment Advisors
Indiana
$6.14M +$26.9K +362 +0.4%
WIC
575
WealthBridge Investment Counsel
Alberta, Canada
$6.12M +$8.92K +120 +0.1%