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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 %
RG
1976
Rathbones Group
United Kingdom
$219K -$7.43K -100 -3%
AIP
1977
Almanack Investment Partners
Pennsylvania
$219K +$5.57K +75 +3%
BSB
1978
Bangor Savings Bank
Maine
$219K +$10.2K +137 +5%
CB
1979
CNB Bank
Pennsylvania
$218K -$14.4K -194 -6%
SDAM
1980
Shulman DeMeo Asset Management
New York
$218K +$743 +10 +0.3%
LJAC
1981
L.J. Altfest & Co
New York
$218K -$10.6K -143 -5%
RC
1982
Roundview Capital
New Jersey
$218K -$31.9K -429 -13%
SMWM
1983
Silvia McColl Wealth Management
California
$218K
SSW
1984
Stone Summit Wealth
Florida
$215K -$13.1K -176 -6%
UBV
1985
United Bank (Virginia)
Virginia
$215K
FWA
1986
FSM Wealth Advisors
Ohio
$215K +$12.9K +174 +6%
KAM
1987
Kraft Asset Management
Tennessee
$215K +$215K +2,889 New
EI
1988
Ellevest Inc
New York
$214K +$167K +2,242 +349%
HHGA
1989
Halbert Hargrove Global Advisors
California
$214K -$19.4K -261 -8%
SGCA
1990
Steel Grove Capital Advisors
Tennessee
$213K
Massachusetts Financial Services
1991
Massachusetts Financial Services
Massachusetts
$213K -$16.4K -221 -7%
LB
1992
Legacy Bridge
Iowa
$213K
SAM
1993
SignalPoint Asset Management
Missouri
$212K -$7.37K -99 -3%
HFP
1994
Holistic Financial Partners
Indiana
$212K +$16.4K +221 +8%
TA
1995
TrueWealth Advisors
Alabama
$212K +$212K +2,847 New
CNWM
1996
Clay Northam Wealth Management
California
$211K
SWA
1997
Sutton Wealth Advisors
Florida
$211K -$109K -1,463 -34%
WAS
1998
Wealth Advisory Solutions
Indiana
$210K -$6.34K -86 -3%
GWSG
1999
GPS Wealth Strategies Group
Colorado
$210K +$210K +2,828 New
WA1
2000
Wimmer Associates 1
California
$210K +$3.44K +50 +2%