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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 %
QCG
1326
Quadrant Capital Group
Ohio
$827K -$144K -1,934 -15%
FNFDCM
1327
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$826K -$51.9K -698 -6%
IAIM
1328
International Assets Investment Management
Florida
$825K -$61.5K -828 -7%
KJWM
1329
Kiley Juergens Wealth Management
Washington
$824K +$15.2K +205 +2%
RFN
1330
RDA Financial Network
Iowa
$820K +$34.1K +459 +4%
AIM
1331
Arcadia Investment Management
Michigan
$817K
SAM
1332
Secure Asset Management
Michigan
$815K -$24.5K -330 -3%
AC
1333
AXQ Capital
New Jersey
$815K +$815K +10,968 New
BL
1334
Balentine LLC
Georgia
$814K -$1.24M -16,654 -60%
RA
1335
Rational Advisors
New York
$813K +$813K +10,938 New
FANJ
1336
Financial Architects (New Jersey)
New Jersey
$811K -$17.4K -234 -2%
BHB
1337
Bank Hapoalim BM
Israel
$811K +$433K +5,819 +114%
SIG
1338
Sargent Investment Group
Maryland
$811K +$9.51K +125 +1%
CF
1339
Clarity Financial
Texas
$808K -$5.58M -75,112 -87%
FFA
1340
Founders Financial Alliance
North Carolina
$805K -$25K -334 -3%
VAS
1341
Vestmark Advisory Solutions
Massachusetts
$805K -$214K -2,882 -21%
ATC
1342
Adirondack Trust Company
New York
$804K -$966 -13 -0.1%
PP
1343
Patten & Patten
Tennessee
$803K
WA
1344
WBH Advisory
Maryland
$802K +$802K +10,794 New
S
1345
SimplyRich
California
$800K -$20.9K -281 -3%
CST
1346
Charles Schwab Trust
Nevada
$800K +$2.45K +33 +0.3%
BDFN
1347
Bond & Devick Financial Network
Minnesota
$798K
BJL
1348
Brighton Jones LLC
Washington
$796K -$59.4K -799 -7%
AWP
1349
Ascent Wealth Partners
New York
$796K +$796K +10,708 New
TNA
1350
True North Advisors
Texas
$795K -$140K -1,883 -15%