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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 %
MTC
1726
McDaniel Terry & Co
Texas
$295K +$2K +29 +0.7%
MAM
1727
MMA Asset Management
Pennsylvania
$295K -$124K -1,799 -30%
CA
1728
Calton & Associates
Florida
$295K +$63.9K +925 +28%
IIM
1729
InTrack Investment Management
Vermont
$292K -$25.2K -365 -8%
CIG
1730
Cascade Investment Group
Colorado
$292K
EB
1731
Exchange Bank
California
$292K +$292K +4,219 New
UAS
1732
United Asset Strategies
New York
$292K -$151K -2,178 -34%
HIA
1733
Harbor Investment Advisory
Maryland
$292K -$559K -8,092 -66%
HI
1734
Humankind Investments
New York
$290K -$334K -4,825 -53%
BEI
1735
Benjamin Edwards Inc
Missouri
$290K -$201K -2,911 -41%
SFA
1736
Souders Financial Advisors
Ohio
$290K -$1.04K -15 -0.4%
APWM
1737
Atlas Private Wealth Management
New York
$290K +$899 +13 +0.3%
JIC
1738
Joel Isaacson & Co
New York
$290K
BBNA
1739
Bremer Bank National Association
Minnesota
$289K -$75.4K -1,091 -21%
MHIC
1740
Marble Harbor Investment Counsel
Massachusetts
$289K
CBFP
1741
Cedar Brook Financial Partners
Ohio
$289K -$2.63K -38 -0.9%
WA
1742
Waverly Advisors
Alabama
$289K +$22.5K +325 +8%
FPCG
1743
Forum Private Client Group
Indiana
$288K -$1.66K -24 -0.6%
EAM
1744
Empirical Asset Management
Massachusetts
$287K -$6.78K -98 -2%
NLP
1745
Next Level Private
New York
$287K +$287K +4,135 New
GSC
1746
Grey Street Capital
Illinois
$286K +$286K +4,136 New
SFS
1747
Stiles Financial Services
Minnesota
$285K +$20.1K +291 +8%
AFT
1748
Alpha Family Trust
California
$285K -$23.2K -335 -8%
LSC
1749
Lesa Sroufe & Co
Washington
$285K
HNWAG
1750
High Net Worth Advisory Group
Florida
$285K -$42.2K -610 -13%