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CVS Health

2,188 hedge funds and large institutions have $68.8B invested in CVS Health in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 954 increasing their positions, 917 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,188
Holders Change
-66
Holders Change %
-2.93%
% of All Funds
34.51%
Holding in Top 10
43
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-17.31%
% of All Funds
0.68%
New
113
Increased
954
Reduced
917
Closed
165
Calls
$1.39B
Puts
$1.14B
Net Calls
+$256M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FNB
601
Farmers National Bank
Kentucky
$5.19M +$501K +7,241 +11%
CAL
602
Capital Analysts LLC
Pennsylvania
$5.18M +$3.27M +47,249 +171%
EIA
603
Eastover Investment Advisors
North Carolina
$5.14M +$845K +12,219 +20%
AWS
604
Atria Wealth Solutions
New York
$5.13M -$210K -3,036 -4%
BKA
605
Brick & Kyle Associates
Pennsylvania
$5.1M +$60.1K +864 +1%
BWS
606
Buck Wealth Strategies
Colorado
$5.08M +$911K +13,175 +22%
VPIM
607
Vanguard Personalized Indexing Management
California
$5.05M -$127K -1,840 -2%
CSPAM
608
Cary Street Partners Asset Management
Virginia
$5.05M +$261K +3,774 +5%
ACM
609
Aquatic Capital Management
Illinois
$5.04M -$8.1M -117,200 -62%
RWM
610
Rench Wealth Management
Texas
$5.03M +$158K +2,284 +3%
BCWM
611
Bartlett & Co Wealth Management
Ohio
$5.02M +$4.44M +64,226 +760%
BC
612
Bartlett & Co
Ohio
$5.02M +$4.44M +64,226 +760%
FM
613
Foster & Motley
Ohio
$5.01M -$481K -6,954 -9%
VFA
614
Valeo Financial Advisors
Indiana
$4.99M +$832K +12,037 +20%
Balyasny Asset Management
615
Balyasny Asset Management
Illinois
$4.99M -$39.2M -567,631 -89%
TI
616
tru Independence
Oregon
$4.95M +$293K +4,236 +6%
HAI
617
Hennessy Advisors Inc
California
$4.93M -$283K -4,100 -5%
SIA
618
Sit Investment Associates
Minnesota
$4.91M -$2.99M -43,310 -38%
WTC
619
WhitTier Trust Company
Nevada
$4.86M -$75.8K -1,096 -2%
DA
620
Duality Advisers
Florida
$4.83M -$47.4K -686 -1%
Carson Wealth (CWM LLC)
621
Carson Wealth (CWM LLC)
Nebraska
$4.82M +$304K +4,399 +7%
SDIC
622
South Dakota Investment Council
South Dakota
$4.73M +$1.18M +17,068 +33%
Fisher Asset Management
623
Fisher Asset Management
Washington
$4.62M +$113K +1,628 +2%
RFM
624
Royal Fund Management
Florida
$4.6M +$556K +8,037 +14%
DLCIG
625
D.L. Carlson Investment Group
New Hampshire
$4.59M -$62.8K -908 -1%