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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 %
JWM
2001
Jeppson Wealth Management
California
$210K -$3.72K -50 -2%
WAM
2002
WFA Asset Management
Wisconsin
$210K -$27.4K -369 -12%
TFF
2003
The Family Firm
Maryland
$209K +$1.19K +16 +0.6%
PSP
2004
Pacific Sage Partners
Washington
$209K -$19.1K -257 -8%
SSG
2005
Summit Securities Group
New York
$209K -$935K -12,610 -82%
MSFS
2006
Main Street Financial Solutions
Pennsylvania
$209K +$8.03K +108 +4%
MAG
2007
Mayfair Advisory Group
Alabama
$208K +$208K +2,785 New
MM
2008
MQS Management
New York
$207K -$312K -4,204 -60%
AWAU
2009
Alliance Wealth Advisors (Utah)
Utah
$207K +$41.2K +554 +25%
HP
2010
Hyperion Partners
Pennsylvania
$207K +$3.12K +42 +2%
CIP
2011
Chartwell Investment Partners
Pennsylvania
$206K +$9.51K +128 +5%
AAG
2012
Armstrong Advisory Group
Massachusetts
$204K -$15.8K -212 -7%
HFS
2013
Heritage Financial Services
Massachusetts
$203K -$302K -4,069 -60%
IA
2014
Insight Advisors
Pennsylvania
$203K -$247K -3,318 -55%
DA
2015
Drake & Associates
Wisconsin
$202K -$15.4K -207 -7%
AWA
2016
Amplius Wealth Advisors
Pennsylvania
$202K +$2.82K +38 +1%
BONST
2017
Bank of Nova Scotia Trust
Ontario, Canada
$202K +$36K +485 +22%
FWA
2018
FOCUS Wealth Advisors
Texas
$202K +$202K +2,713 New
RBC
2019
Roble Belko & Company
Pennsylvania
$201K -$22.3K -300 -10%
NJBEST
2020
New Jersey Better Educational Savings Trust
New Jersey
$201K
RWMH
2021
Riverpoint Wealth Management Holdings
Illinois
$200K -$446 -6 -0.2%
GITFIT
2022
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$195K +$195K +2,620 New
NECFA
2023
New England Capital Financial Advisors
Connecticut
$195K +$1.19K +16 +0.6%
WPA
2024
West Paces Advisors
Georgia
$194K -$3.79K -51 -2%
IGWM
2025
ICA Group Wealth Management
Colorado
$191K -$55.1K -741 -22%