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CVS Health

2,253 hedge funds and large institutions have $74.3B invested in CVS Health in 2023 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 977 increasing their positions, 939 reducing their positions, and 235 closing their positions.

Holders
2,253
Holders Change
-140
Holders Change %
-5.85%
% of All Funds
36.07%
Holding in Top 10
52
Holding in Top 10 Change
-66
Holding in Top 10 Change %
-55.93%
% of All Funds
0.83%
New
149
Increased
977
Reduced
939
Closed
235
Calls
$1.34B
Puts
$1.11B
Net Calls
+$227M
Net Calls Change
+$47.2M
Name Market Value Shares Shares
Change
Shares
Change %
SHWM
2401
Smith & Howard Wealth Management
Georgia
-2,407 Closed
FPAS
2402
Focus Partners Advisor Solutions
Missouri
-2,400 Closed
CRC
2403
Curi RMB Capital
Illinois
-2,397 Closed
NEPPG
2404
New England Professional Planning Group
Rhode Island
-2,388 Closed
DFG
2405
Delta Financial Group
New Jersey
-2,383 Closed
WTFG
2406
Wells Trecaso Financial Group
Ohio
-2,367 Closed
AFG
2407
Allegheny Financial Group
Pennsylvania
-2,363 Closed
MF
2408
Montis Financial
Massachusetts
-2,359 Closed
PWM
2409
PRW Wealth Management
Massachusetts
-2,358 Closed
SL
2410
Salomon & Ludwin
Virginia
-2,357 Closed
BF
2411
Brogan Financial
Tennessee
-2,356 Closed
VC
2412
Veracity Capital
Georgia
-2,356 Closed
PCMC
2413
Paragon Capital Management (Colorado)
Colorado
-2,332 Closed
SWIM
2414
Smallwood Wealth Investment Management
New Jersey
-2,330 Closed
D
2415
Diversified
Delaware
-2,312 Closed
PFS
2416
Physicians Financial Services
North Carolina
-2,308 Closed
MTWM
2417
Masso Torrence Wealth Management
New Jersey
-2,303 Closed
MCM
2418
Monarch Capital Management
Indiana
-2,302 Closed
DE
2419
Day & Ennis
Georgia
-2,301 Closed
ZIMP
2420
Zimmermann Investment Management & Planning
Pennsylvania
-2,298 Closed
ETIA
2421
Epic Trust Investment Advisors
Washington
-2,293 Closed
MHWM
2422
Montz Harcus Wealth Management
Louisiana
-2,282 Closed
CFSG
2423
Clark Financial Services Group
Missouri
-2,281 Closed
OWA
2424
One Wealth Advisors
California
-2,280 Closed
IFS
2425
Ifrah Financial Services
Arkansas
-2,277 Closed