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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 %
CW
1476
CreativeOne Wealth
Kansas
$523K +$62.4K +902 +14%
HWP
1477
Highline Wealth Partners
California
$522K -$830 -12 -0.2%
EWM
1478
Empirical Wealth Management
Washington
$522K -$5.19M -75,111 -91%
CA
1479
Crumly & Associates
Illinois
$522K +$83K +1,200 +19%
JDR
1480
Jay D. Rosenbaum
$519K -$130K -1,880 -20%
TA
1481
Tectonic Advisors
Texas
$518K +$69.3K +1,003 +15%
NHC
1482
Nicholas Hoffman & Company
Georgia
$518K -$6.36K -92 -1%
DG
1483
DMC Group
Alabama
$517K +$73.8K +1,068 +17%
TP
1484
Tranquility Partners
Tennessee
$514K -$109K -1,570 -17%
KWMG
1485
King Wealth Management Group
Florida
$513K +$158K +2,281 +44%
BL
1486
Balentine LLC
Georgia
$512K -$245K -3,545 -32%
GLR
1487
Great Lakes Retirement
Ohio
$512K -$691 -10 -0.1%
FC
1488
Forte Capital
New York
$511K -$54.2K -784 -10%
ACA
1489
Aptus Capital Advisors
Alabama
$511K -$4.22K -61 -0.8%
TC
1490
Trust Company
Kansas
$504K -$230K -3,326 -31%
BHWM
1491
Bar Harbor Wealth Management
New Hampshire
$504K -$27K -390 -5%
ACS
1492
Archford Capital Strategies
Illinois
$503K -$6.76K -89 -1%
EWA
1493
Etesian Wealth Advisors
Oregon
$503K +$14.1K +204 +3%
TA
1494
Tiedemann Advisors
New York
$501K +$79.3K +1,147 +19%
CG
1495
Clifford Group
Massachusetts
$495K +$128K +1,846 +35%
CG
1496
Cutler Group
California
$492K +$492K +7,128 New
IFWM
1497
Institute for Wealth Management
Colorado
$489K -$3.66K -53 -0.7%
FOA
1498
Five Oceans Advisors
California
$485K +$77.7K +1,124 +19%
MW
1499
Marcum Wealth
Ohio
$485K +$553 +8 +0.1%
TIMH
1500
Tilt Investment Management Holdings
New York
$485K