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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 %
IAIM
1226
International Assets Investment Management
Florida
$975K +$790K +47,367 +427%
AW
1227
Alaethes Wealth
Nevada
$968K +$64.6K +935 +7%
WFAG
1228
Worth Financial Advisory Group
North Carolina
$964K +$1.73K +25 +0.2%
GCM
1229
Gladius Capital Management
Illinois
$964K -$77.5K -1,121 -7%
DPIM
1230
Duff & Phelps Investment Management
Illinois
$962K
1SB
1231
1ST Source Bank
Indiana
$962K +$52.5K +759 +6%
STAS
1232
Strong Tower Advisory Services
Minnesota
$959K +$37.3K +539 +4%
NPT
1233
Nixon Peabody Trust
Massachusetts
$953K -$733K -10,596 -43%
SFG
1234
Sterling Financial Group
California
$949K -$12.6K -182 -1%
CAG
1235
Csenge Advisory Group
Florida
$948K -$55.7K -805 -6%
NB
1236
Northwest Bancshares
Pennsylvania
$946K -$8.57K -124 -0.9%
DBIA
1237
Dumont & Blake Investment Advisors
New Jersey
$942K -$38.8K -561 -4%
AWS
1238
Aspen Wealth Strategies
Colorado
$942K +$251K +3,635 +36%
MPCG
1239
Matrix Private Capital Group
New York
$942K -$7.33K -106 -0.8%
ECM
1240
EagleClaw Capital Management
Massachusetts
$941K -$403K -5,825 -30%
VIM
1241
Vista Investment Management
Pennsylvania
$931K +$26.1K +378 +3%
HHGC
1242
Hunting Hill Global Capital
New York
$929K +$238K +3,441 +34%
CCB
1243
Cutter & Co Brokerage
Missouri
$928K -$65.4K -946 -7%
XT
1244
XTX Topco
Cayman Islands
$925K +$186K +2,691 +25%
DA
1245
Doliver Advisors
Texas
$922K +$8.02K +116 +0.9%
BFM
1246
Boston Financial Management
Massachusetts
$922K +$79.4K +1,149 +9%
WPC
1247
Wedmont Private Capital
Pennsylvania
$919K +$419K +5,874 +84%
SJIM
1248
St. Johns Investment Management
Florida
$918K +$25K +361 +3%
YC
1249
Yarbrough Capital
Tennessee
$914K -$201K -2,908 -18%
NAS
1250
Nicolet Advisory Services
Wisconsin
$914K +$18.1K +260 +2%