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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 %
DWM
676
Dakota Wealth Management
Florida
$4.02M +$3.53K +51 +0.1%
BFS
677
Bradley Foster & Sargent
Connecticut
$4.01M +$35.7K +516 +0.9%
FHB
678
First Hawaiian Bank
Hawaii
$4M +$266K +3,854 +7%
SSWM
679
Sheets Smith Wealth Management
North Carolina
$4M +$3.12M +45,108 +354%
BCM
680
Buckhead Capital Management
Georgia
$3.98M -$67.7K -980 -2%
RA
681
Royce & Associates
New York
$3.97M +$968K +14,000 +32%
FG
682
Fiduciary Group
Georgia
$3.97M +$69.3K +1,002 +2%
DILIC
683
Dai-ichi Life Insurance Company
Japan
$3.94M -$691K -10,000 -15%
FB
684
Fulton Bank
Pennsylvania
$3.93M +$497K +7,191 +14%
BFEC
685
Benjamin F. Edwards & Company
Missouri
$3.93M +$241K +3,482 +7%
VI
686
Vestcor Inc
New Brunswick, Canada
$3.91M -$139K -2,006 -3%
SPC
687
Sigma Planning Corp
Michigan
$3.88M -$502K -7,259 -11%
EWM
688
Evercore Wealth Management
New York
$3.88M +$186K +2,691 +5%
HBT
689
Hills Bank & Trust
Iowa
$3.86M +$13.2K +191 +0.3%
MLICM
690
Metropolitan Life Insurance Company (MetLife)
New York
$3.86M -$108K -1,566 -3%
BPA
691
Beacon Pointe Advisors
California
$3.86M -$821K -11,871 -18%
UAM
692
Unison Asset Management
Florida
$3.86M +$95.9K +1,387 +3%
ISB
693
Iowa State Bank
Iowa
$3.86M -$111K -1,606 -3%
CWM
694
Concentric Wealth Management
California
$3.84M +$239K +3,452 +7%
RWP
695
RWA Wealth Partners
Massachusetts
$3.81M +$3.57M +51,691 +1,507%
LSPW
696
Lake Street Private Wealth
Illinois
$3.79M +$217K +3,139 +6%
ONSWM
697
Old North State Wealth Management
North Carolina
$3.79M +$393K +5,677 +12%
GAB
698
German American Bancorp
Indiana
$3.78M +$28.3K +409 +0.8%
SAM
699
Selway Asset Management
$3.78M +$15.6K +225 +0.4%
Wolverine Trading
700
Wolverine Trading
Illinois
$3.78M -$272K -3,960 -7%