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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 %
NRG
1976
Nemes Rush Group
Michigan
$138K +$138K +1,999 New
SSG
1977
Summit Securities Group
New York
$137K -$58.4K -842 -30%
CB
1978
Centennial Bank
Arkansas
$136K -$27.7K -400 -17%
CAC
1979
Certified Advisory Corp
Florida
$134K -$11.7K -169 -8%
DIP
1980
DT Investment Partners
Pennsylvania
$133K
OPTFSNA
1981
Old Point Trust & Financial Services N A
Virginia
$132K -$109K -1,583 -45%
WPA
1982
West Paces Advisors
Georgia
$132K -$48.3K -698 -27%
SWA
1983
SOA Wealth Advisors
New York
$130K +$622 +9 +0.5%
FWM
1984
Focused Wealth Management
New York
$128K -$5.74K -83 -4%
LFG
1985
Larson Financial Group
Missouri
$126K +$16K +232 +15%
IGWM
1986
ICA Group Wealth Management
Colorado
$125K -$52.9K -765 -30%
SOAMC
1987
Spirit of America Management Corp
New York
$125K -$304K -4,400 -71%
HB
1988
Horizon Bancorp
Indiana
$125K +$105K +1,524 +527%
TCWA
1989
Ten Capital Wealth Advisors
Washington
$123K +$9.5K +138 +8%
PWMG
1990
Prestige Wealth Management Group
New Jersey
$123K -$256K -3,706 -68%
SFFS
1991
Stonehage Fleming Financial Services
Jersey
$123K
WTA
1992
Washington Trust Advisors
Massachusetts
$121K -$23.2K -335 -16%
MIM
1993
Meridiem Investment Management
United Kingdom
$119K -$23.2K -335 -16%
WOC
1994
West Oak Capital
California
$117K
SFM
1995
Systematic Financial Management
New Jersey
$117K
GFA
1996
Gifford Fong Associates
California
$116K
CT
1997
Clearstead Trust
Maine
$114K -$5.06K -70 -4%
CTA
1998
Colonial Trust Advisors
South Carolina
$112K -$6.71K -97 -6%
MWM
1999
Mascoma Wealth Management
New Hampshire
$110K -$2.44K -33 -2%
AP
2000
Arlington Partners
Alabama
$109K -$45.3K -656 -29%