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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 %
NSIM
626
North Star Investment Management
Illinois
$4.95M +$492K +6,619 +11%
SAM
627
Shell Asset Management
Netherlands
$4.92M +$75.2K +1,012 +2%
DA
628
DCM Advisors
New York
$4.87M +$58.8K +791 +1%
Carson Wealth (CWM LLC)
629
Carson Wealth (CWM LLC)
Nebraska
$4.86M -$563K -7,581 -10%
Fisher Asset Management
630
Fisher Asset Management
Washington
$4.85M -$563K -7,579 -10%
PC
631
Pavadi Capital
New York
$4.84M +$277K +3,728 +6%
BF
632
BOK Financial
Oklahoma
$4.83M -$6.09M -81,980 -56%
JIC
633
Johnson Investment Counsel
Ohio
$4.83M -$268K -3,611 -5%
MWM
634
Madison Wealth Management
Ohio
$4.81M -$206K -2,768 -4%
MJP
635
Michael J. Puzo
$4.77M +$108K +1,450 +2%
MOS
636
MGO One Seven
Ohio
$4.76M +$1.25M +16,852 +36%
CIG
637
Consolidated Investment Group
Colorado
$4.76M +$520K +7,000 +12%
SFI
638
Siemens Fonds Invest
Germany
$4.74M -$19.5K -263 -0.4%
BCB
639
Brian C. Broderick
$4.74M
1IA
640
1834 Investment Advisors
Wisconsin
$4.71M +$33.8K +455 +0.7%
SPC
641
Sigma Planning Corp
Michigan
$4.71M +$373K +5,013 +9%
GWM
642
Geneos Wealth Management
Colorado
$4.67M -$344K -4,627 -7%
AF
643
Alerus Financial
North Dakota
$4.66M +$149K +2,005 +3%
1832 Asset Management
644
1832 Asset Management
Ontario, Canada
$4.66M +$3.27M +44,016 +235%
HWAM
645
Hennion & Walsh Asset Management
New Jersey
$4.66M -$369K -4,970 -7%
TC
646
TownSquare Capital
Utah
$4.66M +$508K +6,837 +12%
KCM
647
Kanawha Capital Management
Virginia
$4.65M -$486K -6,546 -9%
MCM
648
Mengis Capital Management
Oregon
$4.63M -$113K -1,523 -2%
EIA
649
Eastover Investment Advisors
North Carolina
$4.62M +$106K +1,431 +2%
ISL
650
Ingalls & Snyder LLC
New York
$4.61M -$87.5K -1,177 -2%