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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 %
VCM
1976
Versant Capital Management
Arizona
$46K -$140 -2 -0.3%
BCA
1977
Bray Capital Advisors
Florida
$45.4K +$8.03K +115 +21%
NCM
1978
Northwest Capital Management
Oregon
$44.1K
MLA
1979
MB, Levis & Associates
Pennsylvania
$43.9K +$1.68K +24 +4%
PAG
1980
Paladin Advisory Group
Iowa
$42.9K -$21.6K -309 -33%
CAM
1981
Costello Asset Management
Pennsylvania
$41.9K
EARNEST Partners
1982
EARNEST Partners
Georgia
$41.7K
LFA
1983
LGT Financial Advisors
Texas
$40.5K +$40.5K +580 New
ZB
1984
Zions Bancorporation
Utah
$39.9K -$698 -10 -2%
MIHAS
1985
Maj Invest Holding A/S
Denmark
$38K
BCMLT
1986
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.6K
LWANC
1987
Laurel Wealth Advisors (North Carolina)
North Carolina
$37.2K -$14K -200 -27%
VWM
1988
Venturi Wealth Management
Texas
$37K -$7.03M -100,635 -99%
WWP
1989
WR Wealth Planners
Missouri
$36.9K -$3.14K -45 -8%
GKIM
1990
GW&K Investment Management
Massachusetts
$36K +$7.38K +106 +26%
RCM
1991
Raleigh Capital Management
North Carolina
$35.9K +$5.52K +79 +18%
AF
1992
Arrow Financial
New York
$35.7K -$11.2K -161 -24%
RA
1993
Rise Advisors
New York
$35.3K -$7.68K -110 -18%
CWC
1994
Carolinas Wealth Consulting
North Carolina
$34.5K -$26.5K -380 -43%
PP
1995
PrairieView Partners
Minnesota
$34K -$1.23K -18 -3%
JGIA
1996
Jackson Grant Investment Advisers
Connecticut
$33.3K -$1.12K -16 -3%
RW
1997
RVW Wealth
California
$33.3K +$33.3K +477 New
BIA
1998
Bell Investment Advisors
California
$32.6K +$3.35K +48 +11%
CPG
1999
Cornerstone Planning Group
New Jersey
$32.2K +$19.3K +277 +151%
BWAM
2000
Boyd Watterson Asset Management
Ohio
$30.4K