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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 %
DIA
1251
Dean Investment Associates
Ohio
$989K -$61.1K -822 -6%
PGIM
1252
Pacific Global Investment Management
California
$988K +$49K +660 +5%
RCIM
1253
Red Cedar Investment Management
Michigan
$985K -$393K -5,295 -29%
DA
1254
Doliver Advisors
Texas
$983K +$121K +1,623 +14%
CCB
1255
Cutter & Co Brokerage
Missouri
$980K +$6.68K +98 +0.7%
WAP
1256
Wealthcare Advisory Partners
Pennsylvania
$979K +$34.2K +460 +4%
1SB
1257
1ST Source Bank
Indiana
$978K +$161K +2,161 +20%
BCM
1258
Boltwood Capital Management
California
$976K +$29K +390 +3%
BMC
1259
Beaton Management Company
Massachusetts
$974K -$7.44K -100 -0.8%
VIM
1260
Vista Investment Management
Pennsylvania
$972K +$38.3K +516 +4%
PPC
1261
Park Place Capital
Alabama
$972K -$73.4K -988 -7%
AW
1262
Alaethes Wealth
Nevada
$971K +$84.7K +1,140 +10%
CL
1263
CSS LLC
Illinois
$966K +$297K +4,000 +44%
CP
1264
Camelot Portfolios
Ohio
$963K +$80.5K +1,083 +9%
BFA
1265
Benedict Financial Advisors
Georgia
$962K +$607K +8,163 +171%
SJIM
1266
St. Johns Investment Management
Florida
$960K +$29.1K +392 +3%
Koshinski Asset Management
1267
Koshinski Asset Management
Illinois
$959K -$61K -821 -6%
CFO
1268
Callan Family Office
Pennsylvania
$956K +$795K +10,701 +493%
CA
1269
Cornerstone Advisory
Maryland
$955K -$28.8K -388 -3%
SSWM
1270
Sheets Smith Wealth Management
North Carolina
$948K -$1.71K -23 -0.2%
GF
1271
Gries Financial
Ohio
$948K +$948K +12,754 New
CPIG
1272
Chicago Partners Investment Group
Illinois
$945K +$83.5K +1,137 +10%
AP
1273
Appleton Partners
Massachusetts
$944K -$9.66K -130 -1%
BFG
1274
Beacon Financial Group
Texas
$944K +$567K +7,450 +150%
APP
1275
Avantax Planning Partners
Iowa
$942K -$25.9K -349 -3%