CVS icon

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 %
BBWP
1876
Beacon Bridge Wealth Partners
Pennsylvania
$223K -$10.2K -148 -4%
KMWM
1877
Keudell/Morrison Wealth Management
Oregon
$223K
MSFS
1878
Main Street Financial Solutions
Pennsylvania
$223K +$29.1K +421 +15%
ONST
1879
Old North State Trust
North Carolina
$223K -$42.9K -620 -16%
CSWG
1880
Cardinal Strategic Wealth Guidance
Kentucky
$223K -$27.6K -400 -11%
LC
1881
LCNB Corp
Ohio
$222K -$31.2K -452 -12%
CPSAC
1882
Chas P. Smith & Associates (CPS)
Florida
$222K -$28.9K -417 -12%
ICP
1883
Interchange Capital Partners
Pennsylvania
$222K -$451K -6,495 -67%
CMS
1884
Capital Market Strategies
Florida
$221K +$221K +3,200 New
ANBT
1885
American National Bank & Trust
Texas
$221K -$691 -10 -0.3%
EW
1886
Evoke Wealth
California
$221K +$4.15K +60 +2%
FWP
1887
FAS Wealth Partners
Kansas
$220K +$1.04K +15 +0.5%
RFS
1888
Retirement Financial Solutions
Tennessee
$219K
AIS
1889
AM Investment Strategies
Tennessee
$219K +$1.17K +17 +0.5%
HS
1890
Horan Securities
United States
$219K +$2.56K +37 +1%
CPA
1891
Cardiff Park Advisors
California
$218K +$484 +7 +0.2%
FWM
1892
Finer Wealth Management
Massachusetts
$217K -$20.7K -300 -9%
KWM
1893
Kolinsky Wealth Management
New Jersey
$215K -$9.63K -140 -4%
PFC
1894
Phocas Financial Corp
California
$215K
PCM
1895
Prelude Capital Management
New York
$214K -$195K -2,818 -48%
AWM
1896
Accurate Wealth Management
Florida
$214K -$199K -2,791 -48%
PA
1897
Procyon Advisors
Connecticut
$213K +$5.39K +78 +3%
BOSSRA
1898
B.O.S.S. Retirement Advisors
Utah
$213K +$213K +3,083 New
AFAS
1899
Acorn Financial Advisory Services
Virginia
$213K +$213K +3,082 New
TSWM
1900
Tyler-Stone Wealth Management
Ohio
$213K +$213K +3,086 New