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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 %
MAA
1376
Mraz Amerine & Associates
California
$665K +$20.6K +298 +3%
ICM
1377
IMS Capital Management
Oregon
$661K +$17.8K +258 +3%
PWM
1378
Prentice Wealth Management
New York
$660K -$114K -1,646 -15%
RTC
1379
Riverview Trust Company
Washington
$652K +$20.2K +292 +3%
FFWA
1380
FRG Family Wealth Advisors
Washington
$652K -$9.33K -135 -1%
GWA
1381
GGM Wealth Advisors
Maryland
$651K +$651K +9,137 New
ITIM
1382
Indiana Trust & Investment Management
Indiana
$647K -$28.2K -408 -4%
GL
1383
Graypoint LLC
New York
$643K +$53.9K +780 +9%
PWA
1384
Providence Wealth Advisors
Illinois
$643K -$84.1K -1,208 -12%
VT
1385
Vise Technologies
New York
$643K +$129K +1,864 +25%
GAG
1386
GM Advisory Group
New York
$642K +$24.3K +351 +4%
CST
1387
Charles Schwab Trust
Nevada
$641K -$91.2K -1,340 -12%
NWM
1388
NEIRG Wealth Management
Massachusetts
$639K -$66.2K -958 -9%
PTC
1389
Petrus Trust Company
Texas
$639K +$22.5K +325 +4%
ET
1390
Equitable Trust
Tennessee
$639K
WBCM
1391
Wilson & Boucher Capital Management
California
$638K
CASB
1392
Cape Ann Savings Bank
Massachusetts
$635K +$9.33K +135 +1%
IDBONY
1393
Israel Discount Bank of New York
New York
$632K -$90.1K -1,304 -12%
PMA
1394
Prudent Man Advisors
Illinois
$632K -$11.3K -163 -2%
SIM
1395
Sentry Investment Management
Wisconsin
$628K +$28.5K +412 +5%
VCG
1396
Vantage Consulting Group
Virginia
$628K +$18.9K +273 +3%
SA
1397
Syntax Advisors
New York
$628K +$18.9K +273 +3%
CRWM
1398
Castle Rock Wealth Management
California
$626K +$78.4K +1,126 +14%
CBNLCF
1399
Cognios Beta Neutral Large Cap Fund
Kansas
$624K -$45.2K -654 -7%
ST
1400
Smithfield Trust
Pennsylvania
$624K +$13.5K +196 +2%