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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 %
KTC
701
Kistler-Tiffany Companies
Pennsylvania
$4.03M -$11.7K -158 -0.3%
OAM
702
Ostrum Asset Management
France
$4.02M +$4.02M +54,099 New
FPGT
703
Financial Partners Group (Tennessee)
Tennessee
$4.02M +$334K +4,498 +9%
FHB
704
First Hawaiian Bank
Hawaii
$4.01M -$235K -3,162 -6%
EWM
705
Evercore Wealth Management
New York
$3.97M +$788K +10,610 +25%
BFEC
706
Benjamin F. Edwards & Company
Missouri
$3.97M +$174K +2,347 +5%
MM
707
Meridian Management
Arkansas
$3.97M -$144K -1,937 -4%
NB
708
NBT Bank
New York
$3.95M +$6.09K +82 +0.2%
SWM
709
SeaCrest Wealth Management
New York
$3.92M -$556K -7,478 -12%
CPA
710
Court Place Advisors
Maryland
$3.91M +$117K +1,573 +3%
BCM
711
Brookstone Capital Management
Illinois
$3.9M +$1.63M +21,535 +72%
CWM
712
Concentric Wealth Management
California
$3.88M +$53.7K +723 +1%
LPIC
713
LeJeune Puetz Investment Counsel
Michigan
$3.88M +$85.7K +1,153 +2%
LSPW
714
Lake Street Private Wealth
Illinois
$3.84M +$415K +5,586 +12%
SDIC
715
South Dakota Investment Council
South Dakota
$3.82M +$2.19M +29,400 +134%
BC
716
Barnett & Company
Tennessee
$3.82M +$127K +1,711 +3%
WAS
717
WESPAC Advisors SoCal
California
$3.81M +$25K +337 +0.7%
VWMG
718
Virginia Wealth Management Group
Virginia
$3.79M +$592K +7,970 +19%
SYBT
719
Stock Yards Bank & Trust
Kentucky
$3.79M +$34K +457 +0.9%
BCFS
720
Butensky & Cohen Financial Security
Florida
$3.75M +$104K +1,402 +3%
BCCM
721
Bridge Creek Capital Management
Massachusetts
$3.75M +$33.1K +446 +0.9%
HSA
722
HBK Sorce Advisory
Pennsylvania
$3.74M -$4.65M -62,514 -55%
VWA
723
Visionary Wealth Advisors
Illinois
$3.7M +$199K +2,673 +6%
LA
724
Legacy Advisors
Pennsylvania
$3.7M +$130K +1,743 +4%
FB
725
Fulton Bank
Pennsylvania
$3.69M -$43K -578 -1%