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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 %
TFP
2051
Tilia Fiduciary Partners
North Carolina
$53K -$30.1K -436 -36%
LWANC
2052
Laurel Wealth Advisors (North Carolina)
North Carolina
$50.7K -$102K -1,474 -67%
APC
2053
Aspire Private Capital
North Carolina
$48.6K -$1.04K -15 -2%
IPW
2054
Impact Partnership Wealth
Georgia
$48.6K +$48.6K +703 New
GJIA
2055
Glass Jacobson Investment Advisors
Maryland
$48.5K +$48.5K +701 New
PCC
2056
Park Circle Company
Maryland
$48.4K
PPWM
2057
PFG Private Wealth Management
Florida
$48.4K
FDCC
2058
Foster Dykema Cabot & Co
Massachusetts
$48K
AF
2059
Arrow Financial
New York
$46.5K -$2.14K -31 -4%
VCM
2060
Versant Capital Management
Arizona
$45.7K +$2.56K +37 +6%
CFG
2061
CKW Financial Group
Hawaii
$45K
PAI
2062
Pittenger & Anderson Inc
Nebraska
$43.7K -$273K -3,950 -86%
NCM
2063
Northwest Capital Management
Oregon
$43.6K +$43.6K +631 New
RA
2064
Rise Advisors
New York
$42.5K -$138 -2 -0.3%
LWA
2065
Lowe Wealth Advisors
Maryland
$42.5K +$138 +2 +0.3%
M
2066
MOTCO
Texas
$42.4K -$6.22K -90 -13%
FRA
2067
Front Row Advisors
California
$42K -$209 -3 -0.5%
MLA
2068
MB, Levis & Associates
Pennsylvania
$41.8K +$346 +5 +0.8%
CAM
2069
Costello Asset Management
Pennsylvania
$41.5K
EARNEST Partners
2070
EARNEST Partners
Georgia
$41.3K
BAAM
2071
Baker Avenue Asset Management
California
$40.8K +$38.9K +562 +2,007%
ZB
2072
Zions Bancorporation
Utah
$40.2K -$2.77K -40 -6%
KC
2073
Knuff & Co
California
$40K -$10.4K -150 -21%
WWP
2074
WR Wealth Planners
Missouri
$39.7K -$92.6K -1,340 -70%
2L
2075
25 LLC
Missouri
$39.2K -$427 -6 -1%