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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 %
PA
1076
Profund Advisors
Maryland
$1.37M +$31.7K +459 +2%
MMG
1077
Monetary Management Group
Missouri
$1.37M -$6.91K -100 -0.5%
LBC
1078
Lawrence B. Cohen
$1.36M -$568K -8,223 -29%
ICM
1079
Intrepid Capital Management
Florida
$1.35M +$285K +4,120 +27%
BWM
1080
BCGM Wealth Management
Indiana
$1.35M +$105K +1,520 +8%
CIA
1081
Cladis Investment Advisory
Montana
$1.35M +$67.5K +976 +5%
SBH
1082
Segall Bryant & Hamill
Illinois
$1.35M -$23.8K -345 -2%
LMKC
1083
L.M. Kohn & Company
Ohio
$1.35M +$260K +3,768 +24%
CA
1084
Clearstead Advisors
Ohio
$1.34M +$192K +2,773 +17%
CM
1085
Columbus Macro
Pennsylvania
$1.34M -$102K -1,461 -7%
RFA
1086
Register Financial Advisors
Georgia
$1.34M -$169K -2,440 -11%
MCI
1087
MRP Capital Investments
Georgia
$1.33M -$297K -4,300 -18%
BL
1088
BFSG LLC
California
$1.33M -$835K -12,083 -39%
WE
1089
Wealth Effects
Massachusetts
$1.32M +$28.3K +410 +2%
TFA
1090
Transamerica Financial Advisors
Florida
$1.32M +$375K +5,419 +40%
SDWIA
1091
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.32M +$16.9K +244 +1%
AIM
1092
Alhambra Investment Management
Florida
$1.32M +$86.7K +1,254 +7%
PCS
1093
Personal CFO Solutions
New Jersey
$1.3M +$106K +1,535 +9%
WCBA
1094
Weaver C. Barksdale & Associates
Tennessee
$1.3M -$78.3K -1,132 -6%
WWA
1095
WCG Wealth Advisors
Nevada
$1.29M +$9.61K +139 +0.7%
LCM
1096
Logan Capital Management
Pennsylvania
$1.29M -$7.4K -107 -0.6%
FLI
1097
Family Legacy Inc
South Carolina
$1.29M +$7.26K +105 +0.6%
GSB
1098
Greenfield Savings Bank
Massachusetts
$1.29M +$35.4K +512 +3%
EWA
1099
EverSource Wealth Advisors
Alabama
$1.29M +$516K +7,462 +67%
FFN
1100
Focus Financial Network
Minnesota
$1.29M -$35.5K -513 -3%