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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 %
VWA
1501
V Wealth Advisors
Kansas
$485K -$71.4K -1,033 -13%
HIP
1502
HUB Investment Partners
Texas
$483K +$483K +6,981 New
BSA
1503
Bull Street Advisors
Georgia
$482K -$6.92K -100 -1%
RGF
1504
Retirement Guys Formula
Ohio
$482K +$115K +1,661 +31%
OCBCO
1505
Oversea-Chinese Banking Corp (OCBC)
Singapore
$481K -$100K -1,449 -17%
CBTWT
1506
Community Bank & Trust (Waco, Texas)
Texas
$481K -$3.46K -50 -0.7%
CFS
1507
CRA Financial Services
New Jersey
$480K -$12.9K -186 -3%
CAM
1508
Campion Asset Management
Virginia
$480K +$31.5K +455 +7%
GA
1509
Greytown Advisors
Florida
$477K
CPC
1510
Congress Park Capital
New York
$477K +$55.3K +800 +13%
TF
1511
Tompkins Financial
New York
$475K
SLG
1512
Stanley-Laman Group
Pennsylvania
$472K
BOPW
1513
Brandywine Oak Private Wealth
Pennsylvania
$472K -$69.1K -1,000 -13%
MMPW
1514
Mitchell McLeod Pugh & Williams
Alabama
$471K -$80.9K -1,170 -15%
BWG
1515
Beta Wealth Group
California
$470K +$131K +1,900 +39%
EL
1516
Essex LLC
Illinois
$470K +$35.5K +513 +8%
KFP
1517
KB Financial Partners
New Jersey
$470K +$336K +4,859 +250%
PFSC
1518
Peoples Financial Services Corp
Pennsylvania
$470K +$45.7K +661 +11%
OA
1519
Operose Advisors
Wisconsin
$470K +$194K +2,800 +70%
RWMG
1520
Redwood Wealth Management Group
New Jersey
$469K +$8.64K +125 +2%
WF
1521
Williams Financial
Vermont
$467K
BA
1522
Bristlecone Advisors
Washington
$466K +$106K +1,538 +30%
NP
1523
NorthRock Partners
Minnesota
$463K +$128K +1,854 +38%
TFS
1524
Thoroughbred Financial Services
Tennessee
$462K +$15K +217 +3%
JFA
1525
JNBA Financial Advisors
Minnesota
$461K +$34.6K +500 +8%