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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 %
IAP
2301
Indie Asset Partners
Indiana
-$221K -2,977 Closed
ST
2302
Somerset Trust
Pennsylvania
-$220K -2,956 Closed
AIP
2303
Almanack Investment Partners
Pennsylvania
-$219K -2,948 Closed
LJAC
2304
L.J. Altfest & Co
New York
-$218K -2,937 Closed
SDAM
2305
Shulman DeMeo Asset Management
New York
-$218K -2,935 Closed
RC
2306
Roundview Capital
New Jersey
-$218K -2,929 Closed
KAM
2307
Kraft Asset Management
Tennessee
-$215K -2,889 Closed
FWA
2308
FSM Wealth Advisors
Ohio
-$215K -2,889 Closed
HHGA
2309
Halbert Hargrove Global Advisors
California
-$214K -2,881 Closed
SGCA
2310
Steel Grove Capital Advisors
Tennessee
-$213K -2,872 Closed
WAS
2311
Wealth Advisory Solutions
Indiana
-$210K -2,853 Closed
SAM
2312
SignalPoint Asset Management
Missouri
-$212K -2,849 Closed
CNWM
2313
Clay Northam Wealth Management
California
-$211K -2,845 Closed
JWM
2314
Jeppson Wealth Management
California
-$210K -2,825 Closed
TFF
2315
The Family Firm
Maryland
-$209K -2,819 Closed
PSP
2316
Pacific Sage Partners
Washington
-$209K -2,813 Closed
HP
2317
Hyperion Partners
Pennsylvania
-$207K -2,788 Closed
MAG
2318
Mayfair Advisory Group
Alabama
-$208K -2,785 Closed
HFS
2319
Heritage Financial Services
Massachusetts
-$203K -2,734 Closed
IA
2320
Insight Advisors
Pennsylvania
-$203K -2,733 Closed
DA
2321
Drake & Associates
Wisconsin
-$202K -2,724 Closed
AWA
2322
Amplius Wealth Advisors
Pennsylvania
-$202K -2,723 Closed
FWA
2323
FOCUS Wealth Advisors
Texas
-$202K -2,713 Closed
BONST
2324
Bank of Nova Scotia Trust
Ontario, Canada
-$202K -2,713 Closed
NJBEST
2325
New Jersey Better Educational Savings Trust
New Jersey
-$201K -2,700 Closed