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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 %
RI
1301
Ridgewood Investments
New Jersey
$824K +$592K +8,564 +256%
EF
1302
Empowered Funds
Pennsylvania
$819K +$401K +5,802 +96%
EST
1303
EA Series Trust
Pennsylvania
$819K +$819K +11,850 New
FFA
1304
First Foundation Advisors
California
$812K -$327K -4,737 -29%
LSA
1305
Lion Street Advisors
Texas
$812K +$65.6K +735 +9%
CK
1306
Cohen Klingenstein
New York
$809K
BC
1307
Barrett & Company
Rhode Island
$807K +$21.7K +314 +3%
AP
1308
Appleton Partners
Massachusetts
$807K -$71K -1,027 -8%
AAM
1309
AMI Asset Management
California
$806K +$133K +1,928 +20%
IB
1310
Intrust Bank
Kansas
$805K -$50.3K -728 -6%
OTL
1311
Oak Thistle LLC
New York
$798K +$510K +7,375 +177%
FFA
1312
Founders Financial Alliance
North Carolina
$797K +$52.5K +759 +7%
FHA
1313
First Horizon Advisors
Tennessee
$796K -$25.4K -367 -3%
BFG
1314
Beacon Financial Group
Texas
$795K -$58.6K -852 -7%
IA
1315
IFP Advisors
Florida
$793K -$461K -6,670 -37%
WCA
1316
Westover Capital Advisors
Delaware
$791K -$2.12M -30,601 -73%
WFS
1317
Widmann Financial Services
Maryland
$789K +$88.6K +1,281 +13%
SIG
1318
Sargent Investment Group
Maryland
$787K +$50.5K +730 +7%
BWM
1319
Buckley Wealth Management
Nevada
$781K +$235K +3,398 +43%
GEA
1320
Glen Eagle Advisors
New Jersey
$772K -$7.6K -110 -1%
PHIC
1321
Pine Haven Investment Counsel
Massachusetts
$771K -$14.5K -210 -2%
FNFDCM
1322
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$768K -$622 -9 -0.1%
OHWA
1323
Oak Hill Wealth Advisors
Virginia
$763K -$6.96K -84 -0.9%
TBNY
1324
Trustco Bank (New York)
New York
$760K -$42.9K -620 -5%
PP
1325
Patten & Patten
Tennessee
$755K +$7.74K +112 +1%