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CVS Health

2,098 hedge funds and large institutions have $69.9B invested in CVS Health in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 774 increasing their positions, 1,014 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
-90
Holders Change %
-4.11%
% of All Funds
33.45%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.8%
New
111
Increased
774
Reduced
1,014
Closed
173
Calls
$1.7B
Puts
$1.32B
Net Calls
+$380M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
1576
Summit Asset Management
Tennessee
$363K
BMWM
1577
Brown Miller Wealth Management
Virginia
$363K +$19.7K +282 +6%
IP
1578
Ignite Planners
California
$362K +$32.1K +460 +10%
FCB
1579
First County Bank
Connecticut
$361K -$48.3K -692 -12%
KA
1580
Klingman & Associates
New York
$359K +$133K +1,903 +59%
VBCG
1581
Valley Brook Capital Group
Pennsylvania
$358K -$226K -3,235 -39%
QPWM
1582
Quadrant Private Wealth Management
Pennsylvania
$357K -$64.7K -927 -15%
FA
1583
Fortis Advisors
Pennsylvania
$356K
MWM
1584
Mission Wealth Management
California
$355K +$14.7K +210 +4%
AWM
1585
Aries Wealth Management
Maine
$353K
CT
1586
Colonial Trust
South Carolina
$353K -$1.54K -22 -0.4%
CBTWT
1587
Community Bank & Trust (Waco, Texas)
Texas
$352K -$312K -3,268 -47%
CPC
1588
Congress Park Capital
New York
$351K -$131K -1,875 -27%
OA
1589
Operose Advisors
Wisconsin
$351K -$124K -1,770 -26%
CAG
1590
Csenge Advisory Group
Florida
$349K -$608K -8,705 -63%
HIC
1591
Holderness Investments Company
North Carolina
$349K +$70 +1 +0%
MC
1592
Middleton & Co
Massachusetts
$347K -$239K -3,420 -41%
FNBOO
1593
First National Bank of Omaha
Nebraska
$347K -$6.35K -91 -2%
FFWM
1594
Future Financial Wealth Management
Ohio
$347K +$140 +2 +0%
FCA
1595
FLC Capital Advisors
California
$346K -$33.5K -480 -9%
RFG
1596
RFP Financial Group
Georgia
$345K
SIM
1597
Stratos Investment Management
Ohio
$345K -$1.47M -21,057 -81%
GFPC
1598
Global Financial Private Client
Florida
$344K
CCM
1599
Chickasaw Capital Management
Tennessee
$343K
EGA
1600
E&G Advisors
Texas
$343K