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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 %
WAM
1126
Westport Asset Management
Connecticut
$1.23M
VI
1127
Versor Investments
New York
$1.23M -$508K -7,355 -29%
PA
1128
PSI Advisors
Florida
$1.22M +$13.3K +193 +1%
RA
1129
RFG Advisory
Alabama
$1.21M -$125K -1,813 -9%
JFG
1130
Jefferies Financial Group
New York
$1.21M +$402K +5,817 +50%
WANY
1131
Wealthspire Advisors (New York)
New York
$1.2M -$1.66K -24 -0.1%
FSA
1132
Fort Sheridan Advisors
Illinois
$1.2M +$246K +3,559 +26%
SCM
1133
Suvretta Capital Management
New York
$1.19M
O
1134
Ossiam
France
$1.19M +$567K +8,197 +91%
CWM
1135
Cornerstone Wealth Management
Missouri
$1.19M +$36.5K +528 +3%
OWA
1136
Octavia Wealth Advisors
Ohio
$1.18M -$34.4K -498 -3%
MAS
1137
Meeder Advisory Services
Ohio
$1.18M -$73.6K -1,064 -6%
RMAM
1138
Raab & Moskowitz Asset Management
New Jersey
$1.17M -$59.7K -864 -5%
UBG
1139
United Bank (Georgia)
Georgia
$1.17M -$78.5K -1,136 -6%
NFA
1140
Northern Financial Advisors
Michigan
$1.17M +$704K +10,189 +151%
SPA
1141
Sherbrooke Park Advisers
New York
$1.17M +$1.17M +16,900 New
BMM
1142
Buffington Mohr McNeal
Idaho
$1.16M +$105K +1,520 +10%
WQ
1143
Wealth Quarterback
New Jersey
$1.16M +$466K +6,737 +67%
AWP
1144
Accretive Wealth Partners
New Jersey
$1.16M +$38.8K +561 +3%
FMAEN1
1145
Fund Management at Engine No 1
California
$1.15M +$76.8K +1,111 +7%
GFG
1146
Greystone Financial Group
Michigan
$1.15M -$85.7K -1,239 -7%
NBT
1147
Northwest Bank & Trust
Iowa
$1.14M +$1.14M +16,554 New
TWA
1148
TCI Wealth Advisors
Arizona
$1.14M -$12.8K -185 -1%
CT
1149
Coastline Trust
Rhode Island
$1.14M -$132K -1,909 -10%
FPB
1150
First PREMIER Bank
South Dakota
$1.14M -$160K -2,321 -12%