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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 %
WP
2076
WealthPLAN Partners
Nebraska
$37.8K -$26.1K -377 -41%
BCMLT
2077
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.6K +$8.08K +117 +27%
MIHAS
2078
Maj Invest Holding A/S
Denmark
$37K
BCA
2079
Bray Capital Advisors
Florida
$37K
PIAS
2080
PCA Investment Advisory Services
Ohio
$36.6K +$36.6K +529 New
LAM
2081
LifePro Asset Management
California
$36.3K +$36.3K +525 New
PP
2082
PrairieView Partners
Minnesota
$35K +$6.86K +101 +24%
Point72 Asset Management
2083
Point72 Asset Management
Connecticut
$34.1K -$1.09M -15,825 -97%
CSWM
2084
Cassady Schiller Wealth Management
Ohio
$34.1K
JGIA
2085
Jackson Grant Investment Advisers
Connecticut
$34.1K +$7.88K +114 +30%
Parallax Volatility Advisers
2086
Parallax Volatility Advisers
California
$33.2K -$4.75M -68,765 -99%
BFPW
2087
BOK Financial Private Wealth
Colorado
$30.7K
BWAM
2088
Boyd Watterson Asset Management
Ohio
$30.1K -$30.4K -440 -50%
RCM
2089
Raleigh Capital Management
North Carolina
$30.1K -$434K -6,284 -94%
RAM
2090
Riggs Asset Management
Pennsylvania
$29.6K -$1.66K -24 -5%
CP
2091
Castleview Partners
Texas
$29.1K +$7.05K +102 +32%
BIA
2092
Bell Investment Advisors
California
$29K -$5.25K -76 -15%
GKIM
2093
GW&K Investment Management
Massachusetts
$28K +$28K +411 New
FCT
2094
First Community Trust
Iowa
$27.3K
MCA
2095
Maryland Capital Advisors
Maryland
$26.1K
LWP
2096
Lumature Wealth Partners
Georgia
$26.1K
IFAM
2097
Institutional & Family Asset Management
Colorado
$25.3K -$691 -10 -3%
CMP
2098
Coston McIsaac & Partners
Maine
$25K +$200 +3 +0.8%
FP
2099
Financial Perspectives
Minnesota
$24.9K +$69 +1 +0.3%
VF
2100
VitalStone Financial
Texas
$24K +$24K +323 New