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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 %
KFA
1551
Kapstone Financial Advisors
Ohio
$436K -$17.4K -235 -4%
CCA
1552
Cobblestone Capital Advisors
New York
$436K -$31.9K -461 -7%
QC
1553
Quent Capital
New York
$436K -$1.52K -22 -0.3%
VHAM
1554
Van Hulzen Asset Management
California
$435K -$159K -2,300 -27%
MWA
1555
Meridian Wealth Advisors
Texas
$434K -$5.19K -75 -1%
TNBTD
1556
Trustmark National Bank Trust Department
Mississippi
$434K -$136K -1,963 -24%
CSC
1557
Caldwell Sutter Capital
California
$434K +$299K +4,329 +222%
CC
1558
Copperleaf Capital
North Carolina
$432K -$17K -246 -4%
AG
1559
Ascent Group
Virginia
$432K -$200K -2,700 -32%
CSIC
1560
Clifford Swan Investment Counsel
California
$432K +$39.7K +574 +10%
Loomis, Sayles & Company
1561
Loomis, Sayles & Company
Massachusetts
$431K +$109K +1,574 +34%
NL
1562
NWAM LLC
Washington
$431K -$74.1K -1,072 -15%
LC
1563
Lindbrook Capital
California
$430K -$58.8K -851 -12%
AC
1564
Avestar Capital
New York
$430K -$68.1K -985 -14%
LA
1565
LexAurum Advisors
Kansas
$428K +$85.2K +1,233 +25%
MSA
1566
Marino Stram & Associates
Massachusetts
$427K -$16.4K -237 -4%
PWPS
1567
Pinnacle Wealth Planning Services
Ohio
$426K -$227K -3,290 -35%
MCC
1568
Money Concepts Capital
Florida
$425K +$60.3K +872 +17%
RB
1569
Renasant Bank
Mississippi
$423K -$271K -3,917 -39%
MFG
1570
Midwest Financial Group
Kansas
$422K +$692 +10 +0.2%
DFS
1571
Dixon Fnancial Services
California
$418K -$2.21K -32 -0.5%
PWMAG
1572
Pinnacle Wealth Management Advisory Group
New Jersey
$418K +$73.4K +1,061 +21%
LCM
1573
Landscape Capital Management
New Jersey
$418K -$1.01M -14,573 -71%
QPWM
1574
Quadrant Private Wealth Management
Pennsylvania
$417K +$2.07K +30 +0.5%
GWANC
1575
Guardian Wealth Advisors (North Carolina)
North Carolina
$417K +$138 +2 +0%