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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 %
GIA
1276
Gladstone Institutional Advisory
Florida
$868K +$211K +3,056 +32%
WA
1277
WealthTrust Axiom
Pennsylvania
$866K +$69 +1 +0%
VCA
1278
Verdence Capital Advisors
Maryland
$864K +$22.7K +328 +3%
LOAMS
1279
Lombard Odier Asset Management (Switzerland)
Switzerland
$864K -$6.89M -99,638 -89%
APG
1280
Abacus Planning Group
South Carolina
$861K +$10.9K +158 +1%
FBC
1281
Fairfield, Bush & Co
Connecticut
$858K +$484K +7,001 +130%
III
1282
Independent Investors Inc
New York
$857K -$89.9K -1,300 -9%
EFM
1283
Eley Financial Management
Vermont
$857K +$12.4K +180 +1%
MFA
1284
Mayflower Financial Advisors
Massachusetts
$856K -$17.1K -247 -2%
GWCM
1285
Godshalk Welsh Capital Management
Pennsylvania
$854K
SFI
1286
SPC Financial Inc
Maryland
$850K -$1.02M -14,737 -55%
CAGAS
1287
Capital Advisory Group Advisory Services
Minnesota
$848K +$19.4K +280 +2%
TCA
1288
Transcend Capital Advisors
New Jersey
$847K -$228K -3,292 -21%
AWP
1289
Ascent Wealth Partners
New York
$846K +$105K +1,526 +14%
SCA
1290
St. Clair Advisors
Ohio
$845K +$38.3K +554 +5%
TAM
1291
Tocqueville Asset Management
New York
$841K -$168K -2,431 -17%
USCWA
1292
U.S. Capital Wealth Advisors
Texas
$841K -$1.58M -22,884 -65%
WEG
1293
World Equity Group
Illinois
$841K -$59.7M -864,172 -99%
FFA
1294
Fortune Financial Advisors
Kansas
$837K +$837K +12,103 New
AFA
1295
Abacus FCF Advisors
Florida
$833K -$5.46K -79 -0.7%
9WM
1296
9258 Wealth Management
Ohio
$833K +$4.36K +63 +0.5%
WPC
1297
White Pine Capital
Minnesota
$832K +$11.7K +169 +1%
SACTSONJ
1298
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$830K
PM
1299
Penbrook Management
New York
$829K -$24.1K -348 -3%
QCG
1300
Quadrant Capital Group
Ohio
$829K +$59.6K +862 +8%