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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 %
ICM
2026
Islay Capital Management
Texas
$189K
LFA
2027
Laraway Financial Advisors
Minnesota
$189K
CHA
2028
Carmichael Hill & Associates
Maryland
$187K +$74 +1 +0%
CA
2029
Centerpoint Advisors
Massachusetts
$187K +$298 +4 +0.2%
CFD
2030
Creative Financial Designs
Indiana
$185K -$966 -13 -0.5%
UCB
2031
United Community Bank
South Carolina
$185K
SOW
2032
State of Wyoming
Wyoming
$184K -$187K -2,514 -50%
CIR
2033
Clear Investment Research
Georgia
$181K +$297 +4 +0.2%
NIC
2034
Northwest Investment Counselors
Oregon
$178K -$99.3K -1,337 -36%
HCP
2035
Hexagon Capital Partners
Arkansas
$176K +$20.9K +281 +13%
CB
2036
Centennial Bank
Arkansas
$176K -$4.83K -65 -3%
MA
2037
MCF Advisors
Kentucky
$170K -$86.6K -1,165 -34%
MTCM
2038
Mint Tower Capital Management
Netherlands
$170K -$742K -9,993 -81%
VCM
2039
Vigilant Capital Management
Maine
$170K +$19.6K +264 +13%
EWM
2040
Evermay Wealth Management
Virginia
$170K -$26.5K -356 -13%
CYG
2041
Clean Yield Group
Vermont
$167K -$67.7K -911 -29%
AP
2042
Arlington Partners
Alabama
$166K +$126K +1,700 +322%
NFSG
2043
Newbridge Financial Services Group
Florida
$164K +$51.6K +695 +46%
LWANC
2044
Laurel Wealth Advisors (North Carolina)
North Carolina
$164K +$149K +2,003 +982%
TWM
2045
Tradition Wealth Management
Minnesota
$164K +$52.2K +704 +47%
HWA
2046
HHM Wealth Advisors
Tennessee
$161K -$446 -6 -0.3%
CAC
2047
Certified Advisory Corp
Florida
$157K +$157K +2,109 New
WTA
2048
Washington Trust Advisors
Massachusetts
$155K -$17.5K -235 -10%
YDMI
2049
Y.D. More Investments
Israel
$155K +$41.6K +560 +37%
EWA
2050
EP Wealth Advisors
California
$154K -$312K -252,774 -67%