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 %
MCCA
1726
Mill Creek Capital Advisors
Pennsylvania
$365K -$111K -1,490 -23%
BWG
1727
Beta Wealth Group
California
$364K +$29.7K +400 +9%
EGA
1728
E&G Advisors
Texas
$364K +$372 +5 +0.1%
SWA
1729
Stratos Wealth Advisors
Ohio
$363K -$57.5K -773 -14%
GSWM
1730
Greenup Street Wealth Management
Michigan
$362K +$362K +4,869 New
NP
1731
NorthRock Partners
Minnesota
$360K -$115K -1,546 -24%
FNBOSM
1732
First National Bank of South Miami
Florida
$358K -$70.7K -951 -16%
KA
1733
Kozak & Associates
Colorado
$358K +$892 +12 +0.2%
RIA
1734
Richwood Investment Advisors
Ohio
$358K -$1.64K -22 -0.5%
CWP
1735
Concord Wealth Partners
Virginia
$355K -$6.84K -92 -2%
TC
1736
Trilogy Capital
California
$355K +$64.6K +869 +22%
LIM
1737
Loudon Investment Management
New Hampshire
$355K +$36.4K +490 +11%
WWM
1738
Windsor Wealth Management
Indiana
$354K -$8.76K -115 -2%
DDC
1739
DF Dent & Co
Maryland
$353K +$9.36K +126 +3%
PFBT
1740
Parkside Financial Bank & Trust
Missouri
$353K +$21.3K +287 +6%
CFO
1741
CVA Family Office
Colorado
$353K +$23K +309 +7%
HNWAG
1742
High Net Worth Advisory Group
Florida
$351K -$11.1K -149 -3%
IIM
1743
InTrack Investment Management
Vermont
$350K -$42.9K -562 -11%
CC
1744
Cannell & Co
New York
$349K
GAM
1745
Grandview Asset Management
Pennsylvania
$348K +$149 +2 +0%
HC
1746
Hamilton Capital
Ohio
$348K +$30.9K +416 +10%
Loomis, Sayles & Company
1747
Loomis, Sayles & Company
Massachusetts
$346K -$5.79K -78 -2%
OFS
1748
OneAscent Financial Services
Alabama
$345K -$127K -1,710 -27%
OCM
1749
Orleans Capital Management
Louisiana
$344K -$50.2K -675 -13%
BFA
1750
Bragg Financial Advisors
North Carolina
$344K -$15.3K -206 -4%