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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 %
PIFP
1576
Partners in Financial Planning
Virginia
$416K
FFP
1577
FourThought Financial Partners
Florida
$416K +$3.94K +57 +1%
KFI
1578
Key Financial Inc
Pennsylvania
$415K +$19.4K +280 +5%
FMB
1579
Field & Main Bank
Kentucky
$414K -$37K -535 -8%
WFAG
1580
Wescott Financial Advisory Group
Pennsylvania
$413K +$7.26K +105 +2%
FMLI
1581
Fukoku Mutual Life Insurance
Japan
$412K
CH
1582
Canton Hathaway
Rhode Island
$412K
BHPW
1583
Beverly Hills Private Wealth
California
$411K +$187K +2,572 +84%
JCM
1584
J2 Capital Management
Michigan
$410K +$46.2K +669 +13%
FIB
1585
First Interstate Bank
Montana
$410K -$18.3K -265 -4%
BA
1586
Ballast Advisors
Minnesota
$407K -$50.5K -731 -11%
FCB
1587
First County Bank
Connecticut
$405K -$28.3K -409 -7%
TA
1588
TFB Advisors
Kansas
$405K -$39.6K -573 -9%
CW
1589
CIC Wealth
Maryland
$404K -$161K -2,333 -29%
BCA
1590
Bay Colony Advisors
Massachusetts
$404K +$1.31K +19 +0.3%
SMH
1591
Sanders Morris Harris
Texas
$403K +$403K +5,774 New
MSS
1592
Mitchell Sinkler & Starr
Pennsylvania
$402K
PPP
1593
Private Portfolio Partners
New Jersey
$402K +$5.32K +77 +1%
MA
1594
MKT Advisors
California
$401K -$2.69K -36 -0.7%
GC
1595
Garde Capital
Washington
$401K +$401K +5,800 New
PP
1596
Patron Partners
Texas
$400K +$622 +9 +0.2%
DLG
1597
Daniel L. Goodwin
$400K -$118K -1,710 -23%
MG
1598
Mather Group
Illinois
$400K -$308K -4,459 -44%
SF
1599
Symphony Financial
Texas
$396K -$124K -1,801 -24%
AFG
1600
Affinia Financial Group
Massachusetts
$395K +$5.96K +78 +2%