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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 %
LFG
2076
Larson Financial Group
Missouri
$118K -$54.2K -730 -31%
MCM
2077
MV Capital Management
Maryland
$115K -$10.5K -141 -8%
TCA
2078
Trifecta Capital Advisors
Illinois
$114K +$111K +1,500 +4,688%
NIMI
2079
Natixis Investment Managers International
France
$113K -$90.7K -1,220 -45%
ST
2080
Sageworth Trust
Pennsylvania
$112K +$90.1K +1,212 +409%
MWM
2081
Mascoma Wealth Management
New Hampshire
$112K -$16.2K -221 -13%
LFASL
2082
Lugano Financial Advisors SA (LFA)
Switzerland
$111K -$243K -3,274 -69%
SWM
2083
Sugarloaf Wealth Management
Georgia
$110K -$2.3K -31 -2%
CCA
2084
Column Capital Advisors
Indiana
$109K +$63.6K +856 +141%
DAM
2085
Delta Asset Management
Tennessee
$108K -$595 -8 -0.5%
CCP
2086
Carmel Capital Partners
California
$107K -$80.3K -1,080 -43%
AA
2087
AlphaMark Advisors
Kentucky
$103K
FCB
2088
First Command Bank
Texas
$102K
FCFS
2089
First Command Financial Services
Texas
$102K
TCM
2090
TD Capital Management
Tennessee
$101K +$74 +1 +0.1%
FFA
2091
Fairfield Financial Advisors
Massachusetts
$99.5K +$672 +9 +0.7%
BBPWM
2092
Blue Bell Private Wealth Management
Pennsylvania
$99.1K
ECG
2093
Edge Capital Group
Georgia
$97.5K -$194K -2,606 -67%
PGAM
2094
Princeton Global Asset Management
New Jersey
$96.1K -$520 -7 -0.5%
AA
2095
AlphaCentric Advisors
Puerto Rico
$95.2K -$4.16K -56 -4%
OLVIG
2096
Oliver Lagore Vanvalin Investment Group
Michigan
$94.8K -$233K -3,140 -71%
IHWM
2097
Iron Horse Wealth Management
Iowa
$92.4K
TFP
2098
Tilia Fiduciary Partners
North Carolina
$89.3K -$817 -11 -0.9%
AWM
2099
AllSquare Wealth Management
New York
$89.1K -$1.41K -19 -2%
GCM
2100
Gables Capital Management
Florida
$87.5K +$4.68K +63 +6%