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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 %
KMWM
1926
Keudell/Morrison Wealth Management
Oregon
$240K -$45.2K -608 -16%
OFG
1927
Oxford Financial Group
Indiana
$239K +$239K +3,221 New
RP
1928
Riverwater Partners
Wisconsin
$239K -$1.41K -19 -0.6%
FZCM
1929
Flynn Zito Capital Management
New York
$239K +$297 +4 +0.1%
ANBT
1930
American National Bank & Trust
Texas
$238K
SIC
1931
Sterling Investment Counsel
New York
$238K +$966 +13 +0.4%
BPFA
1932
Barnes Pettey Financial Advisors
Mississippi
$238K
LFA
1933
Legacy Financial Advisors
Kentucky
$238K -$61.4K -826 -21%
JFGIW
1934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K +$68.7K +924 +41%
RFS
1935
Retirement Financial Solutions
Tennessee
$236K +$23.9K +322 +11%
FL
1936
Fort LP
Maryland
$236K -$75.9K -1,021 -24%
AWM
1937
Aberdeen Wealth Management
Illinois
$236K +$28.3K +381 +14%
FWP
1938
FAS Wealth Partners
Kansas
$235K
AIS
1939
AM Investment Strategies
Tennessee
$234K +$234K +3,153 New
CPA
1940
Cardiff Park Advisors
California
$234K -$32.3K -434 -12%
EW
1941
Evoke Wealth
California
$233K +$16K +216 +7%
OWM
1942
OneAscent Wealth Management
Alabama
$233K -$126K -1,703 -35%
BIP
1943
Blueprint Investment Partners
North Carolina
$232K -$322K -4,329 -58%
HS
1944
Horan Securities
United States
$232K +$6.76K +91 +3%
RCM
1945
RB Capital Management
Nevada
$232K -$69.3K -932 -23%
CWS
1946
Cypress Wealth Services
California
$232K +$10.2K +137 +5%
AT
1947
American Trust
Kentucky
$231K -$456K -6,143 -66%
PFC
1948
Phocas Financial Corp
California
$231K
AO
1949
Advisor OS
Illinois
$230K +$230K +3,100 New
PVI
1950
Pine Valley Investments
New Jersey
$230K +$230K +4,587 New