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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 %
BHBT
1651
Burke & Herbert Bank & Trust
Virginia
$426K
KFI
1652
Key Financial Inc
Pennsylvania
$425K
EB
1653
Eastern Bank
Massachusetts
$425K -$79.5K -1,070 -16%
SFP
1654
Shepherd Financial Partners
Massachusetts
$423K -$150K -2,022 -26%
HT
1655
Headlands Technologies
Illinois
$423K +$391K +5,268 +1,240%
CSIC
1656
Clifford Swan Investment Counsel
California
$422K -$297 -4 -0.1%
MA
1657
MKT Advisors
California
$421K -$3.03K -39 -0.7%
AOI
1658
Auto-Owners Insurance
Michigan
$420K
JSW
1659
Journey Strategic Wealth
New Jersey
$420K +$82.6K +1,111 +24%
OWA
1660
Opal Wealth Advisors
New York
$419K +$14.5K +195 +4%
HPM
1661
Hoxton Planning & Management
West Virginia
$417K -$63.5K -854 -13%
WSFS
1662
Wilmington Savings Fund Society
Delaware
$417K -$42.9K -578 -9%
CIC
1663
Crawford Investment Counsel
Georgia
$416K -$56.7K -763 -12%
FNBOO
1664
First National Bank of Omaha
Nebraska
$415K -$33.4K -450 -7%
IIA
1665
ICW Investment Advisors
Arizona
$415K +$4.31K +58 +1%
CBT
1666
CoreFirst Bank & Trust
Kansas
$412K -$68.4K -920 -14%
SIC
1667
Samalin Investment Counsel
New York
$412K -$23.6K -318 -5%
MAG
1668
MRA Advisory Group
New Jersey
$411K -$42.1K -567 -9%
HBT
1669
Heartland Bank & Trust
Illinois
$410K -$1.01M -13,657 -71%
PFA
1670
Petra Financial Advisors
Colorado
$409K +$27K +363 +7%
GSAM
1671
Grant Street Asset Management
Pennsylvania
$408K +$408K +5,496 New
PWMG
1672
Prestige Wealth Management Group
New Jersey
$408K +$153K +2,061 +60%
RMDI
1673
R.M. Davis Inc
Maine
$407K -$49.2K -663 -11%
MWM
1674
Mission Wealth Management
California
$406K -$31.1K -419 -7%
GBT
1675
Grove Bank & Trust
Florida
$406K +$37.4K +503 +10%