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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 %
MFA
1276
Mayflower Financial Advisors
Massachusetts
$939K +$15.8K +213 +2%
SFP
1277
Sweet Financial Partners
Minnesota
$936K +$186K +2,501 +25%
PG
1278
Proffitt & Goodson
Tennessee
$935K +$20K +269 +2%
WA
1279
WealthTrust Axiom
Pennsylvania
$931K +$74 +1 +0%
DP
1280
Dearborn Partners
Illinois
$930K +$202K +2,716 +28%
CGL
1281
Clarius Group LLC
Washington
$926K -$37.1K -499 -4%
RWA
1282
Ropes Wealth Advisors
Massachusetts
$920K -$36.6K -493 -4%
CA
1283
Claro Advisors
Massachusetts
$920K -$139K -1,864 -13%
IB
1284
Intrust Bank
Kansas
$920K -$60.3K -812 -6%
WPW
1285
Waldron Private Wealth
Pennsylvania
$920K +$92.1K +1,239 +11%
GWCM
1286
Godshalk Welsh Capital Management
Pennsylvania
$918K +$3.72K +50 +0.4%
PM
1287
Penbrook Management
New York
$917K
HIA
1288
Harbor Investment Advisory
Maryland
$915K -$12.2K -164 -1%
APG
1289
Abacus Planning Group
South Carolina
$914K -$29.1K -392 -3%
EFM
1290
Eley Financial Management
Vermont
$907K -$3.57K -48 -0.4%
CD
1291
Chapin Davis
Maryland
$907K +$50K +673 +6%
BFM
1292
Boston Financial Management
Massachusetts
$906K -$75K -1,009 -8%
VCA
1293
Verdence Capital Advisors
Maryland
$904K -$87.9K -1,183 -9%
WWC
1294
Waypoint Wealth Counsel
Georgia
$904K -$1.78K -24 -0.2%
AFA
1295
Abacus FCF Advisors
Florida
$901K +$151K +2,033 +20%
MIP
1296
Marietta Investment Partners
Wisconsin
$893K -$2.23K -30 -0.2%
SACTSONJ
1297
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$892K
9WM
1298
9258 Wealth Management
Ohio
$891K -$138K -1,856 -13%
CAGAS
1299
Capital Advisory Group Advisory Services
Minnesota
$891K +$2.01K +27 +0.2%
CF
1300
Copperwynd Financial
Arizona
$889K +$10.6K +143 +1%