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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 %
WIM
2026
WealthPlan Investment Management
Nebraska
$76K
PP
2027
PFS Partners
New Jersey
$76K +$69.1K +1,000 +1,000%
SC
2028
Stephens Consulting
Michigan
$74K -$5.39K -78 -7%
CCM
2029
Chilton Capital Management
Texas
$72.7K -$64.5K -933 -47%
FA
2030
Fiduciary Alliance
South Carolina
$71.9K +$71.9K +1,040 New
WBC
2031
West Branch Capital
Massachusetts
$70.9K
ME
2032
McIlrath & Eck
Washington
$70.2K -$830 -12 -1%
DF
2033
DecisionPoint Financial
Arizona
$69.1K
SN
2034
Sittner & Nelson
Oregon
$68.7K -$51.8K -750 -43%
JWM
2035
Janiczek Wealth Management
Colorado
$66K -$55.2K -799 -46%
CCP
2036
Carmel Capital Partners
California
$65.7K -$34.2K -494 -34%
PAG
2037
Paladin Advisory Group
Iowa
$63.9K
HWM
2038
HighMark Wealth Management
Minnesota
$63.5K +$484 +7 +0.8%
ACM
2039
Antonetti Capital Management
Florida
$62.2K +$6.91K +100 +13%
AA
2040
AlphaMark Advisors
Kentucky
$61K -$34.5K -500 -36%
C
2041
Covestor
United Kingdom
$61K -$10.8K -155 -15%
CWC
2042
Carolinas Wealth Consulting
North Carolina
$60.5K -$1.45K -21 -2%
CFFP
2043
Center for Financial Planning
Michigan
$59.9K
SWA
2044
Sutton Wealth Advisors
Florida
$58.3K -$138K -1,998 -70%
BAM
2045
Bellevue Asset Management
Washington
$55.5K +$69 +1 +0.1%
KI
2046
Kapitalo Investimentos
Brazil
$54.5K -$70.7K -1,023 -56%
CAL
2047
Capital Advisors Ltd
Ohio
$54K +$5.76K +84 +12%
KLWA
2048
Kelly Lawrence W & Associates
California
$53.9K
FFC
2049
First Financial Corp
Indiana
$53.6K -$691 -10 -1%
TC
2050
Tacita Capital
Ontario, Canada
$53K