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CVS Health

2,098 hedge funds and large institutions have $69.9B invested in CVS Health in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 774 increasing their positions, 1,014 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
-90
Holders Change %
-4.11%
% of All Funds
33.45%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.8%
New
111
Increased
774
Reduced
1,014
Closed
173
Calls
$1.7B
Puts
$1.32B
Net Calls
+$380M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
OSNBOA
2076
Old Second National Bank of Aurora
Illinois
$3.63K
NL
2077
NVWM LLC
Pennsylvania
$3.49K
FPFS
2078
First Personal Financial Services
North Carolina
$3.14K
PWMG
2079
Provence Wealth Management Group
California
$3.1K +$3.1K +44 New
ECM
2080
Everence Capital Management
Indiana
$3.04K +$808 +11,570 +36%
HGERS
2081
Householder Group Estate & Retirement Specialist
Arizona
$3.02K +$3.02K +43 New
RDIA
2082
RE Dickinson Investment Advisors
Iowa
$3K
CCMI
2083
Creative Capital Management Investments
California
$2.79K
LIM
2084
Longfellow Investment Management
Massachusetts
$2.79K
PS
2085
PayPay Securities
Japan
$2.51K
BHWM
2086
Bay Harbor Wealth Management
Maryland
$2.23K
DAC
2087
Dividend Assets Capital
South Carolina
$2K -$4K -56 -67%
JMF
2088
Johnson Midwest Financial
Iowa
$1.98K
BHWM
2089
Beaird Harris Wealth Management
Texas
$1.68K +$1.68K +24 New
TCM
2090
Tradewinds Capital Management
Washington
$1.26K
WA
2091
WestEnd Advisors
North Carolina
$1.26K +$1.26K +18 New
BFP
2092
Briaud Financial Planning
Texas
$1K +$1K +17 New
DWA
2093
Delos Wealth Advisors
Texas
$978
GWM
2094
Guardian Wealth Management
Illinois
$743
GA
2095
GoalVest Advisory
New York
$559 +$559 +8 New
NMG
2096
New Millennium Group
Utah
$363
RTL
2097
Red Tortoise LLC
Georgia
$279
SPWM
2098
Spartan Planning & Wealth Management
North Carolina
$279 +$279 +4 New
FGAM
2099
Financial Gravity Asset Management
Texas
$186 -$6.23K -67 -97%
KIG
2100
Kessler Investment Group
Indiana
$140