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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 %
MIHAS
2151
Maj Invest Holding A/S
Denmark
$40K
BCA
2152
Bray Capital Advisors
Florida
$39.8K -$7.06K -95 -15%
2L
2153
25 LLC
Missouri
$38.7K +$38.7K +556 New
TVWM
2154
Tower View Wealth Management
Wisconsin
$38K +$299 +4 +0.8%
BIA
2155
Bell Investment Advisors
California
$36.8K -$1.71K -23 -4%
CSWM
2156
Cassady Schiller Wealth Management
Ohio
$36.6K -$31.2K -420 -46%
GWM
2157
Guardian Wealth Management
Illinois
$35.7K +$223 +3 +0.6%
SFCL
2158
Strengthening Families & Communities LLC
Massachusetts
$33.9K +$1.13K +507 +3%
RAM
2159
Riggs Asset Management
Pennsylvania
$33.6K -$3.91M -52,581 -99%
MFG
2160
Mendota Financial Group
Wisconsin
$33.3K -$101 -1 -0.3%
BFPW
2161
BOK Financial Private Wealth
Colorado
$33K -$40.8K -549 -55%
BCMLT
2162
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.8K +$298 +4 +0.9%
DAC
2163
Dividend Assets Capital
South Carolina
$31K
PP
2164
PrairieView Partners
Minnesota
$30K
FCT
2165
First Community Trust
Iowa
$29.4K -$3.72K -50 -11%
HFM
2166
Harvest Fund Management
China
$29K -$989K -13,193 -97%
JGIA
2167
Jackson Grant Investment Advisers
Connecticut
$28.1K +$5.64K +76 +25%
MCA
2168
Maryland Capital Advisors
Maryland
$28.1K
LWP
2169
Lumature Wealth Partners
Georgia
$28.1K -$966 -13 -3%
IFAM
2170
Institutional & Family Asset Management
Colorado
$27.9K
CMP
2171
Coston McIsaac & Partners
Maine
$27K +$145 +2 +0.5%
FP
2172
Financial Perspectives
Minnesota
$26.8K -$2.97K -40 -10%
WAM
2173
Worth Asset Management
Texas
$26.4K +$149 +2 +0.6%
KFS
2174
Kelly Financial Services
Massachusetts
$24.7K +$1.71K +23 +7%
VIA
2175
Virtus Investment Advisers
Connecticut
$24.2K