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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 %
XT
1351
XTX Topco
Cayman Islands
$794K -$218K -2,936 -22%
Jones Financial Companies
1352
Jones Financial Companies
Missouri
$792K -$39.4K -530 -5%
TC
1353
Trust Company
Kansas
$789K +$126K +1,702 +19%
MIM
1354
MTM Investment Management
South Carolina
$787K -$74.3K -1,000 -9%
AWM
1355
Alterna Wealth Management
Texas
$786K -$291K -3,911 -27%
SAG
1356
SageView Advisory Group
California
$783K +$92.4K +1,243 +13%
LKIM
1357
Lawson Kroeker Investment Management
Nebraska
$782K +$782K +10,530 New
MSFP
1358
Mark Sheptoff Financial Planning
Connecticut
$777K -$14.9K -200 -2%
IDBONY
1359
Israel Discount Bank of New York
New York
$777K -$19.1K -257 -2%
DLHL
1360
Donald L. Hagan LLC
Florida
$777K +$6.02K +81 +0.8%
NHT
1361
New Hampshire Trust
New Hampshire
$775K -$54K -727 -7%
GAMC
1362
Garner Asset Management Corp
Texas
$774K -$151K -2,026 -16%
CS
1363
Cannell & Spears
New York
$773K -$410K -5,515 -35%
AF
1364
Allworth Financial
California
$767K -$489K -6,580 -39%
IF
1365
Intrua Financial
Texas
$767K +$13.3K +194 +2%
PWA
1366
Providence Wealth Advisors
Illinois
$766K -$20K -273 -3%
GCP
1367
GSA Capital Partners
United Kingdom
$764K +$764K +10,281 New
MG
1368
Mather Group
Illinois
$761K -$49.3K -664 -6%
ACM
1369
Alethea Capital Management
Washington
$759K +$514K +6,920 +210%
NWM
1370
NEIRG Wealth Management
Massachusetts
$758K +$758K +10,205 New
NL
1371
Navalign LLC
California
$758K +$52.5K +706 +7%
CHAM
1372
Clear Harbor Asset Management
Connecticut
$754K -$5.95K -80 -0.8%
WFS
1373
Widmann Financial Services
Maryland
$753K +$18.2K +245 +2%
MIA
1374
MMBG Investment Advisors
Florida
$753K +$753K +10,130 New
RWM
1375
Ritholtz Wealth Management
New York
$753K -$263K -3,540 -26%