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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 %
KFS
1826
Kaizen Financial Strategies
California
$243K +$243K +3,453 New
BFG
1827
Berger Financial Group
Minnesota
$243K -$2.35K -34 -1%
PCP
1828
Proficio Capital Partners
Massachusetts
$243K -$4.7K -68 -2%
PTP
1829
Platform Technology Partners
New York
$243K +$1.85K +26 +0.8%
SFG
1830
Sather Financial Group
Texas
$242K
CB
1831
CNB Bank
Pennsylvania
$241K +$38.4K +556 +19%
HCM
1832
HMS Capital Management
Tennessee
$241K -$927K -13,414 -79%
IAG
1833
Investment Advisory Group
Massachusetts
$241K -$8.44K -122 -3%
PSFG
1834
Prairie Sky Financial Group
Illinois
$240K +$240K +3,471 New
TA
1835
TrueWealth Advisors
Alabama
$240K +$43.1K +624 +22%
NC
1836
NBW Capital
Massachusetts
$239K +$239K +3,464 New
SWMP
1837
Signature Wealth Management Partners
New Jersey
$239K -$35.9K -520 -13%
JSW
1838
Journey Strategic Wealth
New Jersey
$239K -$152K -2,203 -39%
QCIG
1839
Quad-Cities Investment Group
Iowa
$239K +$69 +1 +0%
PWM
1840
PRW Wealth Management
Massachusetts
$239K +$239K +3,352 New
EFM
1841
E Fund Management
China
$238K -$13.4K -194 -5%
BFA
1842
Beaumont Financial Advisors
Massachusetts
$238K -$17.5K -253 -7%
EP
1843
Edgestream Partners
New Jersey
$238K -$5.64M -81,600 -96%
BAM
1844
Bosun Asset Management
Illinois
$237K +$237K +3,434 New
FMP
1845
Financial Management Professionals
Texas
$237K +$11.8K +171 +5%
HC
1846
Hamilton Capital
Ohio
$237K -$86.6K -1,253 -27%
AMM
1847
American Money Management
California
$237K +$277 +4 +0.1%
LCC
1848
Lincoln Capital Corp
Rhode Island
$236K
MW
1849
MBL Wealth
North Carolina
$236K +$236K +3,413 New
AA
1850
Alta Advisers
United Kingdom
$235K