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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 %
FHA
1301
First Horizon Advisors
Tennessee
$883K -$3.72K -50 -0.4%
WPC
1302
White Pine Capital
Minnesota
$882K -$32.6K -439 -4%
WEG
1303
World Equity Group
Illinois
$876K +$869K +868,592 +11,215%
CCA
1304
Checchi Capital Advisers
California
$875K -$29.9K -402 -3%
CHJWM
1305
Carlton Hofferkamp & Jenks Wealth Management
Texas
$871K -$31.3K -449 -3%
CK
1306
Cohen Klingenstein
New York
$869K
MIG
1307
McGuire Investment Group
Rhode Island
$868K +$1.41K +19 +0.2%
SCA
1308
St. Clair Advisors
Ohio
$867K +$535K +7,205 +161%
NB
1309
Nicolet Bankshares
Wisconsin
$866K -$18.9K -421 -2%
JFG
1310
Jefferies Financial Group
New York
$864K -$363K -4,882 -30%
TBNY
1311
Trustco Bank (New York)
New York
$863K
CAAS
1312
Capital Asset Advisory Services
Michigan
$859K -$219K -2,941 -20%
RBFC
1313
Roman Butler Fullerton & Co
Missouri
$856K -$17.2K -236 -2%
ADL
1314
Asset Dedication LLC
California
$853K -$413K -5,521 -33%
FIA
1315
Foundations Investment Advisors
Arizona
$847K +$179K +2,412 +27%
BC
1316
Barrett & Company
Rhode Island
$845K +$24.6K +331 +3%
PHIC
1317
Pine Haven Investment Counsel
Massachusetts
$845K +$7.06K +95 +0.8%
FIM
1318
Freedom Investment Management
Connecticut
$841K -$90.5K -1,218 -10%
BP
1319
Ballentine Partners
Massachusetts
$840K -$129K -1,742 -13%
WJWM
1320
Williams Jones Wealth Management
New York
$839K -$371K -4,996 -31%
LB
1321
Leo Brokerage
Texas
$838K +$838K +11,282 New
GEA
1322
Glen Eagle Advisors
New Jersey
$838K +$297 +4 +0%
PSC
1323
Portman Square Capital
United Kingdom
$836K -$62K -834 -7%
EWA
1324
EverSource Wealth Advisors
Alabama
$832K +$58.3K +785 +8%
PWM
1325
Prentice Wealth Management
New York
$832K -$33.7K -453 -4%