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CVS Health

2,098 hedge funds and large institutions have $69.9B invested in CVS Health in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 774 increasing their positions, 1,014 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
-90
Holders Change %
-4.11%
% of All Funds
33.45%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.8%
New
111
Increased
774
Reduced
1,014
Closed
173
Calls
$1.7B
Puts
$1.32B
Net Calls
+$380M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
RWA
676
River Wealth Advisors
Pennsylvania
$3.7M +$219K +3,141 +6%
MGP
677
Metis Global Partners
California
$3.65M +$626K +8,971 +21%
NEI
678
Northwest & Ethical Investments
Ontario, Canada
$3.63M +$754K +10,800 +26%
CPA
679
Court Place Advisors
Maryland
$3.62M +$80.9K +1,159 +2%
RWP
680
RWA Wealth Partners
Massachusetts
$3.61M -$236K -3,387 -6%
SAM
681
Selway Asset Management
$3.61M -$211K -3,025 -6%
RCM
682
Radnor Capital Management
Pennsylvania
$3.59M +$3.59M +51,421 New
MPM
683
Meritage Portfolio Management
Kansas
$3.55M +$3.55M +50,774 New
PCM
684
Parsons Capital Management
Rhode Island
$3.54M -$155K -2,217 -4%
NB
685
Norinchukin Bank
Japan
$3.54M -$4.45M -63,782 -56%
VFA
686
Valeo Financial Advisors
Indiana
$3.54M -$1.51M -21,558 -30%
TRCT
687
Tower Research Capital (TRC)
New York
$3.54M +$1.52M +21,726 +75%
SIMG
688
Sonora Investment Management Group
Arizona
$3.53M +$54K +774 +2%
GWMIA
689
Global Wealth Management Investment Advisory
Florida
$3.52M -$53.4K -765 -1%
RWM
690
RBA Wealth Management
California
$3.52M +$125K +1,789 +4%
ACM
691
Aquatic Capital Management
Illinois
$3.51M -$1.58M -22,700 -31%
WG
692
Winton Group
United Kingdom
$3.5M +$3.5M +50,169 New
MJP
693
Michael J. Puzo
$3.48M -$1.01M -14,474 -22%
NB
694
NBT Bank
New York
$3.47M -$134K -1,913 -4%
JC
695
JB Capital
Connecticut
$3.45M -$723K -10,350 -17%
KCM
696
Kanawha Capital Management
Virginia
$3.45M -$679K -9,726 -16%
VWMG
697
Virginia Wealth Management Group
Virginia
$3.42M +$49K +702 +1%
PCTC
698
Perkins Coie Trust Company
Washington
$3.42M +$140K +2,009 +4%
FF
699
Fluent Financial
Texas
$3.42M +$799K +11,445 +31%
EI
700
EDMP Inc
Florida
$3.39M -$151K -2,169 -4%