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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 %
MCCA
1626
Mill Creek Capital Advisors
Pennsylvania
$374K +$34.4K +498 +10%
WLIM
1627
White Lighthouse Investment Management
Massachusetts
$373K
XWM
1628
Xcel Wealth Management
Florida
$370K -$5.81K -84 -2%
OBGC
1629
O'Brien Greene & Co
Pennsylvania
$370K
KCFA
1630
Key Client Fiduciary Advisors
New Jersey
$369K +$68.2K +987 +23%
KCM
1631
KRS Capital Management
Michigan
$368K -$116K -1,674 -24%
ZIC
1632
ZWJ Investment Counsel
Georgia
$368K -$31.7K -459 -8%
CWM
1633
Congress Wealth Management
Massachusetts
$368K +$63.1K +913 +21%
EL
1634
EMFO LLC
Florida
$367K
PCM
1635
Perkins Capital Management
Minnesota
$366K
CFO
1636
CVA Family Office
Colorado
$366K +$37.3K +539 +11%
SIC
1637
Samalin Investment Counsel
New York
$366K -$17.6K -254 -5%
CC
1638
Cadinha & Co
Hawaii
$364K +$23.5K +340 +7%
Fiera Capital (Canada)
1639
Fiera Capital (Canada)
Quebec, Canada
$364K +$2.21K +32 +0.6%
AP
1640
Atwood & Palmer
Missouri
$363K
OFG
1641
Oxford Financial Group
Indiana
$362K +$139K +2,011 +62%
QI
1642
Qtron Investments
Massachusetts
$360K -$190K -2,746 -35%
SAM
1643
Summit Asset Management
Tennessee
$359K
BHBT
1644
Burke & Herbert Bank & Trust
Virginia
$358K -$38K -549 -10%
EI
1645
Ellevest Inc
New York
$356K +$156K +2,259 +78%
PFA
1646
Petra Financial Advisors
Colorado
$355K -$25.1K -363 -7%
IWA
1647
Intercontinental Wealth Advisors
Texas
$355K +$8.71K +126 +3%
FA
1648
Fortis Advisors
Pennsylvania
$353K
CT
1649
Colonial Trust
South Carolina
$351K +$90.3K +1,306 +35%
OWA
1650
Opal Wealth Advisors
New York
$351K -$38.8K -561 -10%