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CVS Health

2,098 hedge funds and large institutions have $69.9B invested in CVS Health in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 774 increasing their positions, 1,014 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
-90
Holders Change %
-4.11%
% of All Funds
33.45%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.8%
New
111
Increased
774
Reduced
1,014
Closed
173
Calls
$1.7B
Puts
$1.32B
Net Calls
+$380M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
1926
Column Capital Advisors
Indiana
$102K
IHWM
1927
Iron Horse Wealth Management
Iowa
$101K +$14.6K +209 +17%
BBPWM
1928
Blue Bell Private Wealth Management
Pennsylvania
$100K +$7.26K +104 +8%
LTI
1929
Laffer Tengler Investments
Tennessee
$100K -$71.2K -1,020 -42%
KFP
1930
KB Financial Partners
New Jersey
$100K -$375K -5,370 -79%
DAM
1931
Delta Asset Management
Tennessee
$96.4K -$5.52K -79 -5%
NIMI
1932
Natixis Investment Managers International
France
$93.6K -$6.07K -87 -6%
OIAM
1933
OFI Invest Asset Management
France
$92.1K -$13.9M -210,776 -99%
TCM
1934
TD Capital Management
Tennessee
$88.2K
CCP
1935
Carmel Capital Partners
California
$87.1K +$20.7K +296 +31%
OLVIG
1936
Oliver Lagore Vanvalin Investment Group
Michigan
$86.4K +$3K +43 +4%
PGAM
1937
Princeton Global Asset Management
New Jersey
$83.7K
AWM
1938
AllSquare Wealth Management
New York
$83.6K -$140 -2 -0.2%
MHR
1939
Matthew Hamilton Rosenberg
$82.8K -$1.26K -18 -1%
GCM
1940
Gables Capital Management
Florida
$82.2K
FFC
1941
First Financial Corp
Indiana
$82.1K +$28K +401 +52%
PP
1942
PFS Partners
New Jersey
$77.4K +$559 +8 +0.7%
MCM
1943
Magnolia Capital Management
New York
$76K -$173K -2,480 -69%
SC
1944
Stephens Consulting
Michigan
$74.8K +$140 +2 +0.2%
CCM
1945
Chilton Capital Management
Texas
$73.5K
HWM
1946
HighMark Wealth Management
Minnesota
$71.7K +$7.54K +108 +12%
AA
1947
AlphaMark Advisors
Kentucky
$70K +$7.86K +112 +13%
DF
1948
DecisionPoint Financial
Arizona
$69.8K
ME
1949
McIlrath & Eck
Washington
$69.5K -$1.4K -20 -2%
FFA
1950
Fairfield Financial Advisors
Massachusetts
$69.5K -$24.3K -348 -26%