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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 %
WA
1826
Waverly Advisors
Alabama
$286K -$6.76K -91 -2%
ONST
1827
Old North State Trust
North Carolina
$286K
GA
1828
GraniteShares Advisors
New York
$286K -$25.3K -341 -8%
GFG
1829
Goldstone Financial Group
Illinois
$286K +$286K +3,844 New
SFS
1830
Stiles Financial Services
Minnesota
$285K +$1.56K +21 +0.6%
WA
1831
Wealth Architects
California
$284K +$6.32K +85 +2%
EWM
1832
Edge Wealth Management
New York
$283K
CIA
1833
Cape Investment Advisory
Georgia
$283K +$283K +3,807 New
PAG
1834
Powers Advisory Group
Illinois
$282K +$1.49K +20 +0.5%
1IA
1835
1620 Investment Advisors
Massachusetts
$281K -$346K -4,654 -55%
BWP
1836
Balboa Wealth Partners
Arizona
$281K +$51.4K +691 +22%
CT
1837
Colonial Trust
South Carolina
$280K +$63.8K +859 +30%
WIC
1838
Woodmont Investment Counsel
Tennessee
$280K +$25.6K +345 +10%
GWS
1839
Glassman Wealth Services
Virginia
$279K -$76.3K -1,027 -21%
FB
1840
First Bancorp
Maine
$279K +$52K +700 +23%
APA
1841
Astoria Portfolio Advisors
New York
$278K +$278K +3,648 New
BOS
1842
Bank of Stockton
California
$278K -$11.1K -150 -4%
HSG
1843
Helen Stephens Group
Texas
$278K
FNBSF
1844
First National Bank Sioux Falls
South Dakota
$277K
SFM
1845
Signet Financial Management
New Jersey
$277K -$22.6K -304 -8%
SIG
1846
Spinnaker Investment Group
California
$277K +$29.1K +391 +12%
HCM
1847
Hollencrest Capital Management
California
$277K -$314K -4,231 -53%
SW
1848
SkyOak Wealth
Michigan
$277K +$12.4K +167 +5%
PIA
1849
Perennial Investment Advisors
California
$277K -$40.5K -545 -13%
PCOC
1850
Power Corp of Canada
Canada
$276K