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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 %
RBC
1951
Roble Belko & Company
Pennsylvania
$187K
PMFA
1952
Plante Moran Financial Advisors
Michigan
$182K +$50K +723 +38%
CFD
1953
Creative Financial Designs
Indiana
$180K +$7.81K +113 +5%
AA
1954
Addison Advisors
Vermont
$179K -$49.8K -721 -22%
ICM
1955
Islay Capital Management
Texas
$176K
CA
1956
Centerpoint Advisors
Massachusetts
$174K
NECFA
1957
New England Capital Financial Advisors
Connecticut
$172K -$9.06K -131 -5%
CIR
1958
Clear Investment Research
Georgia
$170K +$968 +14 +0.6%
LTI
1959
Laffer Tengler Investments
Tennessee
$170K -$2.64M -38,226 -94%
HFS
1960
Hantz Financial Services
Michigan
$169K -$4.69M -67,923 -97%
TIM
1961
Tortoise Investment Management
New York
$167K +$40.4K +584 +32%
Bank Julius Baer & Co
1962
Bank Julius Baer & Co
Switzerland
$166K -$81.4K -1,178 -33%
NFSG
1963
Newbridge Financial Services Group
Florida
$166K +$12.8K +185 +8%
CTWM
1964
Cherry Tree Wealth Management
Minnesota
$165K +$165K +2,389 New
TWM
1965
Tradition Wealth Management
Minnesota
$165K +$12.2K +177 +8%
BTI
1966
Blue Trust Inc
Georgia
$163K -$361K -4,857 -69%
AAG
1967
Armstrong Advisory Group
Massachusetts
$163K -$26.9K -389 -14%
LFA
1968
Laraway Financial Advisors
Minnesota
$162K -$13.8K -200 -8%
SIS
1969
Sound Income Strategies
Florida
$159K -$46.2K -669 -22%
MA
1970
MCF Advisors
Kentucky
$158K
HWA
1971
HHM Wealth Advisors
Tennessee
$149K
MCM
1972
Manchester Capital Management
Vermont
$149K -$288K -4,166 -66%
CYG
1973
Clean Yield Group
Vermont
$148K -$6.91K -100 -4%
GFL
1974
Granite FO LLC
New Hampshire
$147K -$104K -1,500 -41%
YDMI
1975
Y.D. More Investments
Israel
$144K