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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 %
TIA
1776
Traphagen Investment Advisors
New Jersey
$268K +$268K +3,870 New
IF
1777
IRON Financial
Illinois
$267K -$3.39K -49 -1%
WAG
1778
Winthrop Advisory Group
Massachusetts
$267K +$69 +1 +0%
TFM
1779
TFC Financial Management
Massachusetts
$267K +$14.5K +210 +6%
MM
1780
MQS Management
New York
$266K +$73.2K +1,059 +38%
JWM
1781
JGP Wealth Management
Oregon
$264K +$11.5K +167 +5%
CIA
1782
Cape Investment Advisory
Georgia
$264K +$760 +11 +0.3%
1IA
1783
1620 Investment Advisors
Massachusetts
$264K +$1.94K +28 +0.7%
BFM
1784
Boothbay Fund Management
New York
$263K -$147K -2,124 -36%
RPWA
1785
Regent Peak Wealth Advisors
Georgia
$262K -$10K -145 -4%
GFS
1786
GYL Financial Synergies
Connecticut
$261K -$58.1K -840 -18%
HSG
1787
Helen Stephens Group
Texas
$261K +$2.56K +37 +1%
PCOC
1788
Power Corp of Canada
Canada
$261K
BWP
1789
Balboa Wealth Partners
Arizona
$260K -$761 -11 -0.3%
RWP
1790
Revolve Wealth Partners
New Jersey
$260K +$29.3K +424 +13%
FB
1791
First Bancorp
Maine
$260K
PFBT
1792
Parkside Financial Bank & Trust
Missouri
$260K -$68.9K -996 -21%
SFM
1793
Signet Financial Management
New Jersey
$258K +$346 +5 +0.1%
VAM
1794
Verity Asset Management
North Carolina
$258K -$8.3K -120 -3%
SW
1795
SkyOak Wealth
Michigan
$258K
FNBSF
1796
First National Bank Sioux Falls
South Dakota
$257K -$691 -10 -0.3%
WP
1797
Westmount Partners
California
$257K +$2.77K +40 +1%
AC
1798
Allstate Corporation
Illinois
$257K -$49.9K -722 -16%
HR
1799
Howe & Rusling
New York
$257K -$25.2K -365 -9%
APA
1800
Astoria Portfolio Advisors
New York
$256K -$3.92K -55 -2%