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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 %
HAI
601
Hennessy Advisors Inc
California
$5.6M +$3.25M +43,800 +139%
VPIM
602
Vanguard Personalized Indexing Management
California
$5.57M +$209K +2,806 +4%
PCIA
603
Prime Capital Investment Advisors
Kansas
$5.54M +$176K +2,366 +3%
HEIP
604
Hudson Edge Investment Partners
New Jersey
$5.53M +$1.94M +26,099 +54%
BKA
605
Brick & Kyle Associates
Pennsylvania
$5.38M +$88.1K +1,186 +2%
BCM
606
BTC Capital Management
Iowa
$5.34M +$242K +3,263 +5%
NEI
607
Northwest & Ethical Investments
Ontario, Canada
$5.34M -$5.97M -80,335 -53%
WTC
608
WhitTier Trust Company
Nevada
$5.31M +$70.7K +952 +1%
BS
609
Banco Santander
Spain
$5.26M +$245K +3,292 +5%
DA
610
Duality Advisers
Florida
$5.24M +$999K +13,442 +24%
RWM
611
Rench Wealth Management
Texas
$5.24M +$117K +1,568 +2%
HFS
612
Hantz Financial Services
Michigan
$5.23M +$119K +1,602 +2%
LA
613
LBP AM
France
$5.19M -$231K -3,106 -4%
BCM
614
Blume Capital Management
California
$5.17M +$2.2M +29,668 +74%
FAT
615
First American Trust
California
$5.16M -$1.66M -22,284 -24%
CSPAM
616
Cary Street Partners Asset Management
Virginia
$5.15M +$685K +9,224 +15%
Parallax Volatility Advisers
617
Parallax Volatility Advisers
California
$5.15M +$824K +11,093 +19%
SIM
618
Seaview Investment Managers
Florida
$5.12M +$493K +6,640 +11%
PWLP
619
Prio Wealth Limited Partnership
Massachusetts
$5.06M -$76.2K -1,025 -1%
FNB
620
Farmers National Bank
Kentucky
$5.05M +$307K +4,131 +6%
BPA
621
Beacon Pointe Advisors
California
$5.03M +$470K +6,319 +10%
MA
622
Menlo Advisors
California
$5.03M -$34.9K -470 -0.7%
TI
623
tru Independence
Oregon
$5.01M +$70.3K +946 +1%
DLCIG
624
D.L. Carlson Investment Group
New Hampshire
$5M -$1.38M -18,545 -22%
DILIC
625
Dai-ichi Life Insurance Company
Japan
$4.98M +$25.9K +349 +0.5%