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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 %
SIM
976
Stratos Investment Management
Ohio
$1.8M +$120K +1,732 +7%
1832 Asset Management
977
1832 Asset Management
Ontario, Canada
$1.79M -$2.54M -36,783 -59%
FTDI
978
First Trust Direct Indexing
Massachusetts
$1.79M -$263K -3,805 -13%
TSWM
979
Triangle Securities Wealth Management
North Carolina
$1.78M +$13.8K +199 +0.8%
COI
980
Connable Office Inc
Michigan
$1.78M -$45.3K -655 -2%
PAS
981
Park Avenue Securities
New York
$1.77M +$101K +1,465 +6%
IAS
982
Investment Advisory Services
Texas
$1.77M -$146K -2,113 -8%
OHWP
983
Oak Harbor Wealth Partners
North Carolina
$1.76M
ADL
984
Asset Dedication LLC
California
$1.75M +$961K +13,932 +122%
PCM
985
Palouse Capital Management
Washington
$1.75M -$111K -1,605 -6%
6F
986
626 Financial
Michigan
$1.74M -$46.7K -675 -3%
HWM
987
HB Wealth Management
Georgia
$1.73M +$80.7K +1,168 +5%
MP
988
McDonald Partners
Ohio
$1.73M -$58.6K -847 -3%
HW
989
Hancock Whitney
Mississippi
$1.73M -$7.22M -104,457 -81%
MBT
990
Montecito Bank & Trust
California
$1.72M +$13.6K +197 +0.8%
BMCM
991
Bryn Mawr Capital Management
Pennsylvania
$1.72M -$61.8K -894 -3%
MFG
992
Merit Financial Group
Georgia
$1.69M +$456K +6,596 +37%
GAM
993
Griffin Asset Management
New York
$1.69M +$229K +3,307 +16%
BAM
994
Byrne Asset Management
New Jersey
$1.69M +$114K +1,655 +7%
WFI
995
West Family Investments
California
$1.69M +$235K +3,401 +16%
SIM
996
Studio Investment Management
Illinois
$1.68M +$249K +3,600 +17%
TMAM
997
Tokio Marine Asset Management
Japan
$1.68M -$3.46K -50 -0.2%
EA
998
Ellsworth Advisors
Ohio
$1.67M +$32.2K +466 +2%
NDSI
999
Newman Dignan & Sheerar Inc
Rhode Island
$1.66M +$30.5K +441 +2%
SB
1000
Simmons Bank
Arkansas
$1.66M +$74.3K +1,075 +5%