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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 %
DWM
676
Dakota Wealth Management
Florida
$4.32M -$6.02K -81 -0.1%
MPIM
677
McGinn Penninger Investment Management
Virginia
$4.32M -$487K -6,553 -10%
M1FG
678
Mach-1 Financial Group
Arkansas
$4.31M +$4.31M +58 New
WIM
679
Westside Investment Management
California
$4.31M +$217K +2,910 +5%
SWP
680
Stratos Wealth Partners
Ohio
$4.31M -$989K -13,303 -19%
API
681
Advisor Partners II
California
$4.3M -$898K -12,088 -17%
CVM
682
Cheviot Value Management
California
$4.3M +$155K +2,080 +4%
BFS
683
Bradley Foster & Sargent
Connecticut
$4.27M -$115K -1,544 -3%
MLICM
684
Metropolitan Life Insurance Company (MetLife)
New York
$4.27M -$1.38M -18,563 -24%
ISB
685
Iowa State Bank
Iowa
$4.27M +$1.14M +15,401 +37%
Lido Advisors
686
Lido Advisors
California
$4.26M -$1.88M -25,338 -31%
EWA
687
Exencial Wealth Advisors
Oklahoma
$4.24M +$1.73M +23,336 +69%
TAM
688
Thematics Asset Management
France
$4.23M +$381K +5,129 +10%
SCP
689
Shorepoint Capital Partners
Massachusetts
$4.23M -$106K -1,421 -2%
PCM
690
Parsons Capital Management
Rhode Island
$4.22M +$49.2K +662 +1%
FG
691
Fiduciary Group
Georgia
$4.19M +$31.4K +422 +0.8%
QCM
692
Quantinno Capital Management
New York
$4.18M +$846K +11,377 +25%
CC
693
Courier Capital
New York
$4.14M -$118K -1,587 -3%
HBT
694
Hills Bank & Trust
Iowa
$4.14M +$136K +1,835 +3%
CTC
695
Central Trust Company
Missouri
$4.09M -$944K -12,697 -19%
NME
696
Notis-McConarty Edward
$4.07M +$7.8K +105 +0.2%
SAM
697
Selway Asset Management
$4.05M -$4.01K -54 -0.1%
UAM
698
Unison Asset Management
Florida
$4.04M +$430K +5,784 +12%
FIM
699
Fernwood Investment Management
Massachusetts
$4.04M +$4.01K +54 +0.1%
GAB
700
German American Bancorp
Indiana
$4.04M -$136K -1,828 -3%