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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 %
SRG
1376
SBB Research Group
Illinois
$752K +$5.05K +68 +0.7%
ABP
1377
Arthur B. Page
$750K +$68.5K +922 +10%
WIA
1378
Westbourne Investment Advisors
Maryland
$750K -$25.3K -340 -3%
LWCFA
1379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$749K -$1.78K -24 -0.2%
WDA
1380
Wendell David Associates
New Hampshire
$748K
WQ
1381
Wealth Quarterback
New Jersey
$747K +$2.68K +36 +0.4%
RB
1382
Renasant Bank
Mississippi
$746K -$34.5K -464 -4%
CTFG
1383
Capstone Triton Financial Group
Oklahoma
$745K -$37.6K -506 -5%
HHGC
1384
Hunting Hill Global Capital
New York
$743K +$743K +10,000 New
AWS
1385
Aspen Wealth Strategies
Colorado
$742K +$12.9K +174 +2%
ACP
1386
Aviance Capital Partners
Florida
$741K -$11.1K -149 -1%
KA
1387
Kovack Advisors
Florida
$736K +$7.06K +95 +1%
SAM
1388
Seelaus Asset Management
New Jersey
$735K -$144K -1,885 -16%
T
1389
TOBAM
France
$733K +$40.9K +551 +6%
FWM
1390
Forza Wealth Management
Florida
$733K
CWM
1391
Chesapeake Wealth Management
Virginia
$727K +$59.2K +796 +9%
LW
1392
Lauer Wealth
Indiana
$726K +$726K +9,971 New
ITIM
1393
Indiana Trust & Investment Management
Indiana
$726K -$1.86K -25 -0.3%
FNBTCON
1394
First National Bank & Trust Co of Newtown
Pennsylvania
$723K
CBNLCF
1395
Cognios Beta Neutral Large Cap Fund
Kansas
$723K +$40.6K +544 +6%
AAM
1396
AMI Asset Management
California
$723K +$167K +2,246 +30%
VFA
1397
Voya Financial Advisors
Connecticut
$721K -$63.6K -851 -8%
NCM
1398
Northside Capital Management
Oregon
$721K
HAG
1399
HF Advisory Group
Maryland
$720K +$109K +1,472 +18%
CFGS
1400
Concourse Financial Group Securities
Alabama
$720K -$33.5K -451 -4%