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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 %
ACM
1326
Alethea Capital Management
Washington
$754K +$47.3K +684 +7%
AF
1327
Allworth Financial
California
$751K +$37K +535 +5%
BJL
1328
Brighton Jones LLC
Washington
$748K +$7.19K +104 +1%
MYLI
1329
Meiji Yasuda Life Insurance
Japan
$744K -$588K -8,514 -44%
HAG
1330
HF Advisory Group
Maryland
$744K +$73.8K +1,067 +11%
BDFN
1331
Bond & Devick Financial Network
Minnesota
$743K
CAAS
1332
Capital Asset Advisory Services
Michigan
$742K -$82.7K -1,158 -10%
WA
1333
WBH Advisory
Maryland
$740K -$6.22K -90 -0.8%
NL
1334
Navalign LLC
California
$740K +$35.1K +508 +5%
S
1335
SimplyRich
California
$738K -$6.57K -95 -0.9%
TFA
1336
Teamwork Financial Advisors
Texas
$735K +$160K +2,310 +28%
DP
1337
Dearborn Partners
Illinois
$733K -$132K -1,913 -15%
MIM
1338
MTM Investment Management
South Carolina
$732K +$69 +1 +0%
FWM
1339
Forza Wealth Management
Florida
$731K +$49.4K +715 +7%
LKIM
1340
Lawson Kroeker Investment Management
Nebraska
$728K
MAWAG
1341
Mid-American Wealth Advisory Group
Missouri
$727K +$727K +10,321 New
FCFC
1342
First Commonwealth Financial Corp
Pennsylvania
$725K +$152K +2,198 +27%
CHAM
1343
Clear Harbor Asset Management
Connecticut
$724K +$23.2K +336 +3%
MSFP
1344
Mark Sheptoff Financial Planning
Connecticut
$723K -$69 -1 -0%
NHT
1345
New Hampshire Trust
New Hampshire
$721K
OWA
1346
Outlook Wealth Advisors
Texas
$716K +$110K +1,590 +18%
AWM
1347
Alterna Wealth Management
Texas
$715K -$15.3K -222 -2%
MIG
1348
McGuire Investment Group
Rhode Island
$715K -$91.9K -1,330 -11%
WPW
1349
Waldron Private Wealth
Pennsylvania
$714K -$142K -2,052 -17%
FIM
1350
Freedom Investment Management
Connecticut
$707K -$75.4K -1,091 -10%