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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 %
FNC
1801
First National Corp
Massachusetts
$256K +$32.2K +466 +14%
EWM
1802
Edge Wealth Management
New York
$255K -$8.64K -125 -3%
SSWM
1803
Strait & Sound Wealth Management
California
$253K -$162K -2,337 -39%
SWA
1804
Stratos Wealth Advisors
Ohio
$251K -$87.1K -1,260 -26%
AG
1805
Appleton Group
Wisconsin
$250K +$250K +3,618 New
FBA
1806
Front Barnett Associates
Illinois
$250K
HCA
1807
Heck Capital Advisors
Wisconsin
$250K -$6.08K -88 -2%
CBT
1808
CoreFirst Bank & Trust
Kansas
$249K -$134K -1,936 -35%
ECG
1809
Edge Capital Group
Georgia
$249K +$158K +2,290 +175%
ACI
1810
Alpha Cubed Investments
California
$249K -$127K -1,838 -34%
MA
1811
MJP Associates
Connecticut
$248K -$60.3K -872 -20%
WA
1812
Wealth Architects
California
$248K -$16.5K -238 -6%
CSB
1813
City State Bank
Iowa
$248K -$2.07K -30 -0.8%
AFG
1814
AFS Financial Group
Maryland
$247K
SIG
1815
Spinnaker Investment Group
California
$247K -$10.9K -158 -4%
MCM
1816
Magnolia Capital Management
New York
$247K
PP
1817
PDS Planning
Ohio
$246K +$17.6K +255 +8%
AL
1818
Aspiriant LLC
California
$245K -$830 -12 -0.3%
LCM
1819
Leisure Capital Management
California
$245K -$22.1K -320 -8%
SFO
1820
Stokes Family Office
Louisiana
$245K +$10.9K +157 +5%
BOS
1821
Bank of Stockton
California
$245K -$13.8K -200 -5%
SFG
1822
Sovereign Financial Group
Connecticut
$244K +$9.82K +142 +4%
TAIM
1823
TD Ameritrade Investment Management
Nebraska
$244K -$56.2K -814 -19%
DTC
1824
Davidson Trust Company
Washington
$243K
AC
1825
Apella Capital
Connecticut
$243K +$243K +3,520 New