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CVS Health

2,098 hedge funds and large institutions have $69.9B invested in CVS Health in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 774 increasing their positions, 1,014 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
-90
Holders Change %
-4.11%
% of All Funds
33.45%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.8%
New
111
Increased
774
Reduced
1,014
Closed
173
Calls
$1.7B
Puts
$1.32B
Net Calls
+$380M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
GFS
1726
GYL Financial Synergies
Connecticut
$258K -$5.66K -81 -2%
WOSD
1727
WFA of San Diego
California
$257K -$16.9K -242 -6%
HR
1728
Howe & Rusling
New York
$257K -$2.1K -30 -0.8%
FNBSF
1729
First National Bank Sioux Falls
South Dakota
$257K -$3.14K -45 -1%
NA
1730
Navellier & Associates
Nevada
$257K +$257K +3,675 New
MIH
1731
Meitav Investment House
Israel
$257K -$26.7K -380 -9%
AA
1732
Advisory Alpha
Michigan
$257K +$42.3K +606 +20%
AWE
1733
Avidian Wealth Enterprises
Texas
$256K -$77.8K -1,114 -23%
TA
1734
TrueWealth Advisors
Alabama
$255K +$13.1K +187 +5%
SFS
1735
Stiles Financial Services
Minnesota
$254K -$33.8K -484 -12%
CIP
1736
Chartwell Investment Partners
Pennsylvania
$254K -$25.4K -364 -9%
FBA
1737
Front Barnett Associates
Illinois
$253K
EFG
1738
Everhart Financial Group
Ohio
$253K +$253K +3,620 New
CBT
1739
CoreFirst Bank & Trust
Kansas
$252K -$140 -2 -0.1%
EWM
1740
Edge Wealth Management
New York
$252K -$6.28K -90 -2%
RWP
1741
Revolve Wealth Partners
New Jersey
$251K -$11.3K -162 -4%
GAM
1742
Grandview Asset Management
Pennsylvania
$251K +$251K +3,602 New
SFM
1743
Signet Financial Management
New Jersey
$251K -$10.4K -149 -4%
OFG
1744
Oxford Financial Group
Indiana
$249K -$116K -1,659 -32%
BFG
1745
Berger Financial Group
Minnesota
$249K +$3.84K +55 +2%
CSB
1746
City State Bank
Iowa
$249K -$1.89K -27 -0.8%
FDDB
1747
Fidelity D&D Bancorp
Pennsylvania
$249K +$249K +3,565 New
JFGIW
1748
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$248K +$34.6K +495 +16%
CBT
1749
Central Bank & Trust
Kentucky
$248K -$22.7K -325 -8%
CSWG
1750
Cardinal Strategic Wealth Guidance
Kentucky
$247K +$21.6K +310 +10%