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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 %
CSWM
2001
Cassady Schiller Wealth Management
Ohio
$29.7K -$4.75K -68 -14%
LFASL
2002
Lugano Financial Advisors SA (LFA)
Switzerland
$28.7K -$79.9K -1,144 -74%
LWA
2003
Lowe Wealth Advisors
Maryland
$27.3K -$15.7K -224 -36%
NIC
2004
Northwest Investment Counselors
Oregon
$27.1K -$65K -932 -71%
CG
2005
Cutler Group
California
$27K -$455K -6,729 -94%
M
2006
MOTCO
Texas
$27K -$15.8K -227 -37%
MCA
2007
Maryland Capital Advisors
Maryland
$26.4K
CMP
2008
Coston McIsaac & Partners
Maine
$26K +$206 +3 +0.8%
SFG
2009
Steward Financial Group
Texas
$26K +$7.81K +113 +43%
FP
2010
Financial Perspectives
Minnesota
$25.2K
FRA
2011
Front Row Advisors
California
$24.8K -$17.2K -247 -41%
PPWM
2012
PFG Private Wealth Management
Florida
$22K -$26.9K -385 -55%
QPBE
2013
Quintet Private Bank (Europe)
Luxembourg
$21.6K +$279 +4 +1%
VF
2014
VitalStone Financial
Texas
$21K -$1.24K -18 -6%
GPI
2015
General Partner Inc
Pennsylvania
$20.9K
MFG
2016
Mendota Financial Group
Wisconsin
$20.9K
RG
2017
Retirement Group
California
$19.8K -$1.47K -21 -7%
SIA
2018
SkyView Investment Advisors
New Jersey
$19K +$19K +275 New
FFL
2019
Financial Freedom LLC
Ohio
$18.5K +$140 +2 +0.8%
Legacy Financial Group (Iowa)
2020
Legacy Financial Group (Iowa)
Iowa
$18.3K +$18.3K +262 New
FCT
2021
First Community Trust
Iowa
$18.2K -$9.43K -135 -34%
PCFFS
2022
Pacific Center for Financial Services
California
$17.5K
TAM
2023
Tucker Asset Management
Colorado
$17.5K +$17.5K +250 New
FGA
2024
Fortis Group Advisors
New Jersey
$17.5K +$17.5K +250 New
CWA
2025
Core Wealth Advisors
Florida
$16.3K