CVS icon

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 %
JWA
1601
JFS Wealth Advisors
Pennsylvania
$468K -$56.2K -756 -11%
OPA
1602
Old Port Advisors
Maine
$467K -$29.6K -388 -6%
FCB
1603
First County Bank
Connecticut
$466K -$16.4K -221 -3%
GFP
1604
Gryphon Financial Partners
Ohio
$463K -$26.8K -360 -5%
KFA
1605
Kapstone Financial Advisors
Ohio
$462K +$201K +2,663 +77%
BOH
1606
Bank of Hawaii
Hawaii
$462K -$261K -3,514 -36%
SOAMC
1607
Spirit of America Management Corp
New York
$462K -$104K -1,400 -18%
FIB
1608
First Interstate Bank
Montana
$460K -$48.5K -653 -10%
RCG
1609
Regatta Capital Group
California
$460K
ALAM
1610
Asahi Life Asset Management
Japan
$459K -$5.28K -71 -1%
JFA
1611
JNBA Financial Advisors
Minnesota
$458K -$16.6K -224 -4%
PFSC
1612
Peoples Financial Services Corp
Pennsylvania
$456K +$3.27K +44 +0.7%
IAS
1613
Insigneo Advisory Services
Florida
$454K +$72.8K +980 +19%
TA
1614
Tiedemann Advisors
New York
$454K +$454K +6,105 New
CPC
1615
Congress Park Capital
New York
$453K +$52K +700 +13%
MFG
1616
Midwest Financial Group
Kansas
$453K +$453K +6,090 New
DFS
1617
Dixon Fnancial Services
California
$452K +$1.93K +26 +0.4%
DCM
1618
Dupont Capital Management
Delaware
$451K -$435K -5,853 -49%
MAM
1619
MMA Asset Management
Pennsylvania
$451K +$59.7K +803 +15%
EF
1620
Empowered Funds
Pennsylvania
$449K +$143K +1,919 +46%
ETC
1621
Exchange Traded Concepts
Oklahoma
$448K -$2.71M -36,462 -86%
FHC
1622
First Heartland Consultants
Missouri
$448K -$47.6K -640 -10%
GWANC
1623
Guardian Wealth Advisors (North Carolina)
North Carolina
$448K +$61.5K +828 +16%
PIFP
1624
Partners in Financial Planning
Virginia
$447K
QPWM
1625
Quadrant Private Wealth Management
Pennsylvania
$446K -$11.5K -155 -3%