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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 %
BCG
1526
Breakwater Capital Group
New Jersey
$461K +$8.16K +118 +2%
LWM
1527
Laidlaw Wealth Management
New York
$459K -$14K -202 -3%
MF
1528
Meridian Financial
Massachusetts
$458K +$69 +1 +0%
FA
1529
Faithward Advisors
Pennsylvania
$457K -$65.8K -879 -13%
AC
1530
AXQ Capital
New Jersey
$456K -$302K -4,368 -40%
RFO
1531
RiverGlades Family Offices
Florida
$456K +$48.4K +700 +12%
IP
1532
Intellectus Partners
California
$456K
ALAM
1533
Asahi Life Asset Management
Japan
$455K +$28.3K +410 +7%
CWM
1534
Connecticut Wealth Management
Connecticut
$454K +$45.2K +654 +11%
IWP
1535
Icon Wealth Partners
Texas
$454K -$4.91K -71 -1%
AIM
1536
Athena Investment Management
California
$452K
HIM
1537
Hillsdale Investment Management
Ontario, Canada
$452K -$85K -1,230 -16%
BWM
1538
Baystate Wealth Management
Massachusetts
$452K +$82.3K +1,190 +22%
HCM
1539
Hall Capital Management
Rhode Island
$452K -$12.4K -180 -3%
CNBTD
1540
Citizens National Bank Trust Department
Mississippi
$450K -$50.9K -737 -10%
AIA
1541
Angeles Investment Advisors
California
$450K +$39.3K +569 +10%
SPW
1542
Sonoma Private Wealth
California
$450K +$79.6K +1,152 +22%
TA
1543
TruWealth Advisors
Louisiana
$446K -$137K -1,983 -24%
ZF
1544
Zhang Financial
Michigan
$444K
FAIM
1545
Financial Advocates Investment Management
Washington
$443K -$70.4K -1,018 -14%
GA
1546
Geller Advisors
New York
$441K +$92.8K +1,342 +27%
TC
1547
Trilogy Capital
California
$440K +$82.1K +1,094 +23%
SL
1548
Sentry LLC
Tennessee
$438K -$3.8K -55 -0.9%
VC
1549
Vicus Capital
Pennsylvania
$437K -$53.9K -779 -11%
ESCM
1550
Echo Street Capital Management
New York
$437K -$707K -10,222 -62%