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CVS Health

2,254 hedge funds and large institutions have $74.3B invested in CVS Health in 2023 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 977 increasing their positions, 939 reducing their positions, and 235 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
-139
Holders Change %
-5.81%
% of All Funds
36.08%
Holding in Top 10
52
Holding in Top 10 Change
-66
Holding in Top 10 Change %
-55.93%
% of All Funds
0.83%
New
150
Increased
977
Reduced
939
Closed
235
Calls
$1.34B
Puts
$1.11B
Net Calls
+$227M
Net Calls Change
+$47.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
1576
Meridian Financial
Massachusetts
$492K +$149 +2 +0%
IP
1577
Intellectus Partners
California
$490K -$1.04K -14 -0.2%
DG
1578
DMC Group
Alabama
$488K +$9.89K +130 +2%
BCG
1579
Breakwater Capital Group
New Jersey
$486K +$40.6K +547 +9%
AIM
1580
Athena Investment Management
California
$486K -$743 -10 -0.2%
FMB
1581
Field & Main Bank
Kentucky
$485K -$38.6K -519 -7%
CL
1582
Choreo LLC
Illinois
$485K +$128K +1,719 +36%
CC
1583
Copperleaf Capital
North Carolina
$483K +$6.54K +88 +1%
CAM
1584
Campion Asset Management
Virginia
$483K +$57.6K +775 +14%
TA
1585
Tectonic Advisors
Texas
$483K +$164K +2,213 +52%
FA
1586
Faithward Advisors
Pennsylvania
$481K +$276 +4 +0.1%
TFS
1587
Thoroughbred Financial Services
Tennessee
$480K -$7.12K -96 -1%
FDS
1588
First Dallas Securities
Texas
$479K -$14.9K -200 -3%
TA
1589
TFB Advisors
Kansas
$478K -$15.4K -207 -3%
ZF
1590
Zhang Financial
Michigan
$477K -$30.4K -409 -6%
AWE
1591
Avidian Wealth Enterprises
Texas
$477K +$64.4K +867 +16%
MSA
1592
Marino Stram & Associates
Massachusetts
$476K -$5.95K -80 -1%
UAS
1593
United Asset Strategies
New York
$475K -$23.5K -316 -5%
LWM
1594
Liberty Wealth Management
California
$475K +$475K +6,394 New
SL
1595
Sentry LLC
Tennessee
$474K +$474K +6,384 New
MWA
1596
Meridian Wealth Advisors
Texas
$473K
CA
1597
Crumly & Associates
Illinois
$472K
QC
1598
Quent Capital
New York
$470K +$6.32K +85 +1%
CCWM
1599
Cassaday & Co Wealth Management
Virginia
$470K +$7.51K +101 +2%
MCM
1600
Manchester Capital Management
Vermont
$470K