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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 %
Fayez Sarofim & Co
1251
Fayez Sarofim & Co
Texas
$913K -$334K -4,836 -27%
BCM
1252
Boltwood Capital Management
California
$906K -$1.73K -25 -0.2%
BBHC
1253
Brown Brothers Harriman & Co
New York
$906K -$210K -3,040 -19%
PF
1254
Phoenix Financial
Israel
$906K +$906K +13,203 New
SFP
1255
Sweet Financial Partners
Minnesota
$905K +$34.8K +503 +4%
SWM
1256
Silverlake Wealth Management
Vermont
$905K +$275K +3,980 +44%
WAP
1257
Wealthcare Advisory Partners
Pennsylvania
$904K -$6.98K -101 -0.8%
KCM
1258
Kendall Capital Management
Maryland
$902K -$38.3K -554 -4%
CD
1259
Chapin Davis
Maryland
$901K +$57K +824 +7%
CAMG
1260
CWA Asset Management Group
Florida
$901K -$55.2K -799 -6%
FA
1261
FDx Advisors
Illinois
$896K -$275K -3,974 -23%
RWB
1262
RMR Wealth Builders
New Jersey
$895K +$347K +5,021 +63%
KA
1263
Kovack Advisors
Florida
$893K +$208K +3,006 +30%
ATC
1264
Adirondack Trust Company
New York
$891K +$83K +1,111 +10%
BMC
1265
Beaton Management Company
Massachusetts
$886K -$20K -289 -2%
VAS
1266
Vestmark Advisory Solutions
Massachusetts
$886K +$137K +1,987 +18%
BIM
1267
Baldwin Investment Management
Pennsylvania
$885K -$86.4K -1,250 -9%
CHJWM
1268
Carlton Hofferkamp & Jenks Wealth Management
Texas
$883K -$27.7K -380 -3%
LSAG
1269
Lake Street Advisors Group
New Hampshire
$881K -$811K -11,723 -48%
PG
1270
Proffitt & Goodson
Tennessee
$878K +$7.88K +114 +0.9%
WPP
1271
Whalerock Point Partners
Rhode Island
$874K -$96.6K -1,397 -10%
SS
1272
Sunbelt Securities
Texas
$874K -$125K -1,805 -12%
CGL
1273
Clarius Group LLC
Washington
$872K +$10.9K +158 +1%
Massachusetts Financial Services
1274
Massachusetts Financial Services
Massachusetts
$870K +$672K +9,720 +339%
SFS
1275
Strategic Financial Services
New York
$869K -$307K -4,121 -26%