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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 %
KWMG
1701
King Wealth Management Group
Florida
$382K +$382K +5,146 New
FNT
1702
First National Trust
Pennsylvania
$381K -$35.1K -472 -8%
WP
1703
WealthShield Partners
North Carolina
$380K -$18.7K -251 -5%
WPW
1704
Warther Private Wealth
Ohio
$379K -$439K -5,914 -54%
AA
1705
ALPS Advisors
Colorado
$379K -$211K -2,843 -36%
FA
1706
Fortis Advisors
Pennsylvania
$379K
AFG
1707
Affinia Financial Group
Massachusetts
$374K -$5.07K -69 -1%
NCM
1708
NCM Capital Management
New Jersey
$374K
GA
1709
Geller Advisors
New York
$374K +$68.7K +924 +22%
HWA
1710
Heritage Wealth Advisors
Virginia
$373K -$139K -1,867 -27%
MS
1711
Madden Securities
Texas
$372K -$4.53K -61 -1%
PBO
1712
Peoples Bank (Ohio)
Ohio
$372K -$112K -1,508 -23%
IWA
1713
Intercontinental Wealth Advisors
Texas
$372K -$6.24K -84 -2%
SCM
1714
Sterneck Capital Management
Missouri
$372K
WCG
1715
Weaver Consulting Group
California
$371K +$7.43K +100 +2%
GLA
1716
Good Life Advisors
Pennsylvania
$370K +$22.9K +308 +7%
PWMAG
1717
Pinnacle Wealth Management Advisory Group
New Jersey
$370K +$59.7K +804 +19%
EFSCE
1718
Enterprise Financial Services Corp (EFSC)
Missouri
$369K -$7.65K -103 -2%
LA
1719
LexAurum Advisors
Kansas
$368K -$6.99K -94 -2%
UAML
1720
US Asset Management LLC
Pennsylvania
$367K -$2.01K -27 -0.5%
CC
1721
Cadinha & Co
Hawaii
$366K -$380K -5,110 -51%
SXL
1722
Summit X LLC
Missouri
$366K -$4.68K -63 -1%
HIC
1723
Holderness Investments Company
North Carolina
$366K -$505K -6,790 -58%
WI
1724
WrapManager Inc
California
$365K +$128K +1,727 +54%
CCM
1725
Chickasaw Capital Management
Tennessee
$365K