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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 %
MWC
2101
MBM Wealth Consultants
Missouri
$86K
SC
2102
Stephens Consulting
Michigan
$85.3K -$14.9K -200 -15%
BA
2103
Bellwether Advisors
Nebraska
$84.6K
UIA
2104
Ulland Investment Advisors
Minnesota
$83K +$75.5K +1,010 +1,000%
CUAMC
2105
China Universal Asset Management Company
China
$82.9K
WIM
2106
WealthPlan Investment Management
Nebraska
$81.7K -$123K -1,649 -60%
PVH
2107
Psagot Value Holdings
Israel
$79K -$62.3K -844 -44%
C
2108
Covestor
United Kingdom
$77K -$14.4K -194 -16%
ME
2109
McIlrath & Eck
Washington
$76.4K +$892 +12 +1%
WBC
2110
West Branch Capital
Massachusetts
$76.2K
SIS
2111
Strategic Investment Solutions
Illinois
$74.6K +$74.6K +1,004 New
IAS
2112
IMA Advisory Services
Colorado
$74.3K -$1.92M -25,855 -96%
DF
2113
DecisionPoint Financial
Arizona
$74.3K
Commonwealth Equity Services
2114
Commonwealth Equity Services
Massachusetts
$69.6K +$3.34K +44,919 +5%
WP
2115
WealthPLAN Partners
Nebraska
$68.7K -$136K -1,825 -66%
PAG
2116
Paladin Advisory Group
Iowa
$68.7K +$68.7K +924 New
HWM
2117
HighMark Wealth Management
Minnesota
$67.7K +$520 +7 +0.8%
CWC
2118
Carolinas Wealth Consulting
North Carolina
$66.7K -$26.7K -359 -29%
BWAM
2119
Boyd Watterson Asset Management
Ohio
$65K -$40.1K -540 -38%
CFFP
2120
Center for Financial Planning
Michigan
$64.4K
CA
2121
Crewe Advisors
Utah
$62.3K -$11.4K -153 -15%
BAM
2122
Bellevue Asset Management
Washington
$59.6K -$15.1K -203 -20%
ACM
2123
Antonetti Capital Management
Florida
$59.4K +$37.2K +500 +167%
KLWA
2124
Kelly Lawrence W & Associates
California
$58.3K -$14.9K -200 -20%
FFC
2125
First Financial Corp
Indiana
$58.3K