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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 %
SRG
1351
SBB Research Group
Illinois
$705K +$5.74K +83 +0.8%
KJWM
1352
Kiley Juergens Wealth Management
Washington
$704K -$62.2K -900 -8%
HI
1353
Harbour Investments
Wisconsin
$704K +$44K +636 +7%
CCA
1354
Checchi Capital Advisers
California
$703K -$110K -1,598 -14%
BSW
1355
Buckingham Strategic Wealth
Missouri
$702K -$107K -1,549 -13%
CA
1356
Cornerstone Advisory
Maryland
$701K -$187K -2,712 -21%
WDA
1357
Wendell David Associates
New Hampshire
$696K
CWAG
1358
Compton Wealth Advisory Group
Virginia
$696K +$53.2K +770 +8%
CTFG
1359
Capstone Triton Financial Group
Oklahoma
$695K +$2.21K +32 +0.3%
RIA
1360
Realta Investment Advisors
Delaware
$695K +$67.5K +976 +11%
DLHL
1361
Donald L. Hagan LLC
Florida
$695K -$27.4K -397 -4%
MC
1362
Machina Capital
France
$690K +$280K +4,044 +68%
KCM
1363
KLK Capital Management
California
$690K +$690K +9,987 New
ACP
1364
Aviance Capital Partners
Florida
$690K +$138 +2 +0%
SGI
1365
Summit Global Investments
Utah
$685K +$211K +3,048 +44%
SAM
1366
Secure Asset Management
Michigan
$681K -$77.4K -1,120 -10%
JE
1367
JMAC Enterprises
Pennsylvania
$679K +$102K +1,470 +18%
FCP
1368
Fidelis Capital Partners
Florida
$677K +$53.6K +775 +9%
VFA
1369
Voya Financial Advisors
Connecticut
$675K +$11.3K +165 +2%
NCM
1370
Northside Capital Management
Oregon
$671K
Jones Financial Companies
1371
Jones Financial Companies
Missouri
$671K -$66.2K -958 -9%
FNBTCON
1372
First National Bank & Trust Co of Newtown
Pennsylvania
$668K -$4.84K -70 -0.7%
WMP
1373
Wealth Management Partners
Arizona
$668K +$56.5K +818 +9%
RT
1374
Rockland Trust
Massachusetts
$667K +$4.77K +69 +0.7%
CWM
1375
Chesapeake Wealth Management
Virginia
$667K -$8.99K -130 -1%