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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 %
HF
2226
Halpern Financial
Virginia
$6.17K
RDIA
2227
RE Dickinson Investment Advisors
Iowa
$6K +$2.15K +28 +56%
KM
2228
Kalos Management
Georgia
$5.2K +$5.2K +70 New
CWM
2229
Cedar Wealth Management
California
$5.13K
SCA
2230
Stuart Chaussee & Associates
California
$5.05K -$18K -242 -78%
POIA
2231
Pin Oak Investment Advisors
Texas
$5K
GG
2232
Gleason Group
Kentucky
$4.21K +$74 +1 +2%
UFF
2233
USA Financial Formulas
Michigan
$4.16K +$4.16K +56 New
OIS
2234
Okabena Investment Services
Minnesota
$4.05K +$2.23K +44 +122%
OSNBOA
2235
Old Second National Bank of Aurora
Illinois
$3.86K -$3.72K -50 -49%
FPFS
2236
First Personal Financial Services
North Carolina
$3.34K +$3.34K +45 New
PS
2237
PayPay Securities
Japan
$3.05K -$2.97K -40 -49%
CPA
2238
Cowen Prime Advisors
New York
$3K +$3K +46 New
CCMI
2239
Creative Capital Management Investments
California
$2.97K +$2.97K +40 New
DI
2240
Disciplined Investments
Oklahoma
$2.82K -$2.23K -30 -44%
MAWCM
2241
Mine & Arao Wealth Creation & Management
California
$2.39K +$896 +12 +60%
ECM
2242
Everence Capital Management
Indiana
$2.38K
LIM
2243
Longfellow Investment Management
Massachusetts
$2.3K
GFWA
2244
Grey Fox Wealth Advisors
Delaware
$2.23K
BHWM
2245
Bay Harbor Wealth Management
Maryland
$2.15K -$70.1K -944 -97%
FGAM
2246
Financial Gravity Asset Management
Texas
$2.09K -$536 -19 -20%
BAAM
2247
Baker Avenue Asset Management
California
$2.08K -$20.6K -277 -91%
JMF
2248
Johnson Midwest Financial
Iowa
$2.08K
AW
2249
Avion Wealth
Texas
$2K +$929 +13 +87%
WA
2250
WestEnd Advisors
North Carolina
$1.19K -$1.49K -16 Closed