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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 %
LOPW
576
Live Oak Private Wealth
North Carolina
$6.09M +$367K +4,945 +6%
SWM
577
Stockman Wealth Management
Montana
$6.07M +$419K +5,644 +7%
ERIM
578
Eagle Ridge Investment Management
Connecticut
$5.99M -$69.3K -932 -1%
OAM
579
Oak Asset Management
California
$5.99M +$323K +4,343 +6%
YIA
580
YHB Investment Advisors
Connecticut
$5.98M -$28.5K -383 -0.5%
BDA
581
Borer Denton & Associates
Pennsylvania
$5.98M +$326K +4,387 +6%
GT
582
Glenview Trust
Kentucky
$5.95M +$263K +3,541 +5%
AAIM
583
American Assets Investment Management
California
$5.94M
TI
584
Tidal Investments
Wisconsin
$5.94M +$651K +8,755 +12%
FM
585
Foster & Motley
Ohio
$5.9M +$502K +6,757 +9%
CC
586
Centiva Capital
New York
$5.87M +$4.95M +66,636 +538%
LFAS
587
Level Four Advisory Services
Texas
$5.86M +$1.01M +13,580 +21%
WB
588
Webster Bank
Connecticut
$5.81M +$16.7K +225 +0.3%
PFM
589
Parsec Financial Management
North Carolina
$5.78M -$4.92M -66,154 -46%
IAA
590
Independent Advisor Alliance
North Carolina
$5.74M -$262K -3,522 -4%
KIC
591
Keating Investment Counselors
Florida
$5.74M +$152K +2,040 +3%
AWS
592
Atria Wealth Solutions
New York
$5.73M -$294K -3,955 -5%
BIM
593
Bridgecreek Investment Management
Oklahoma
$5.71M +$16.7K +225 +0.3%
SHGA
594
Sand Hill Global Advisors
California
$5.68M +$133K +1,791 +2%
GIA
595
GHP Investment Advisors
Colorado
$5.66M -$36.6K -492 -0.6%
AM
596
Atwater Malick
Pennsylvania
$5.65M +$260K +3,500 +5%
VCM
597
Vision Capital Management
Oregon
$5.64M -$180K -2,420 -3%
WS
598
Wedbush Securities
California
$5.62M -$544K -7,322 -9%
LSWM
599
Lorne Steinberg Wealth Management
Canada
$5.61M +$56.5K +760 +1%
BCM
600
Birch Capital Management
Texas
$5.61M +$103K +1,388 +2%