CVS icon

CVS Health

2,393 hedge funds and large institutions have $97B invested in CVS Health in 2022 Q4 according to their latest regulatory filings, with 239 funds opening new positions, 949 increasing their positions, 981 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,393
Holders Change
+81
Holders Change %
+3.5%
% of All Funds
38.61%
Holding in Top 10
118
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-30.18%
% of All Funds
1.9%
New
239
Increased
949
Reduced
981
Closed
111
Calls
$1.7B
Puts
$1.52B
Net Calls
+$180M
Net Calls Change
-$252M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
401
ProVise Management Group
Florida
$14.2M +$382K +4,104 +3%
NEI
402
Northwest & Ethical Investments
Ontario, Canada
$14.2M +$2.73M +29,255 +24%
STB
403
S&T Bank
Pennsylvania
$14.1M -$145K -1,552 -1%
BFO
404
Boston Family Office
Massachusetts
$14.1M -$115K -1,232 -0.8%
MIM
405
Marco Investment Management
Georgia
$14M -$48.9K -525 -0.3%
BRA
406
Biechele Royce Advisors
Indiana
$13.9M +$109K +1,168 +0.8%
FFA
407
First Foundation Advisors
California
$13.7M +$506K +5,434 +4%
BF
408
BOK Financial
Oklahoma
$13.7M -$2.41M -25,893 -15%
HFS
409
Haverford Financial Services
Pennsylvania
$13.6M -$2.92M -31,320 -18%
SIA
410
Sit Investment Associates
Minnesota
$13.6M -$1.24M -13,316 -8%
CIA
411
Capital Investment Advisors
Georgia
$13.5M +$200K +2,141 +1%
PFM
412
Parsec Financial Management
North Carolina
$13.4M -$1.4M -15,046 -9%
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$13.3M +$659K +7,067 +5%
BFS
414
Bard Financial Services
Connecticut
$13.2M +$20.6K +221 +0.2%
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$13M -$1.47M -15,755 -10%
SIC
416
Salem Investment Counselors
North Carolina
$13M -$532K -5,710 -4%
PWAG
417
Polaris Wealth Advisory Group
California
$12.9M -$24.5M -273,327 -65%
PCM
418
Palouse Capital Management
Washington
$12.9M -$746K -1,978 -5%
AFCM
419
Applied Finance Capital Management
Puerto Rico
$12.8M +$12.8M +136,961 New
HCMT
420
Highland Capital Management (Tennessee)
Tennessee
$12.8M -$254K -2,730 -2%
FVCM
421
F&V Capital Management
Florida
$12.7M +$589K +6,320 +5%
OPCM
422
Osborne Partners Capital Management
California
$12.6M +$218K +2,344 +2%
PCM
423
Prana Capital Management
Connecticut
$12.6M +$1.08M +11,551 +9%
AHC
424
Adell Harriman & Carpenter
Texas
$12.5M +$711K +7,625 +6%
CCB
425
Country Club Bank
Missouri
$12.5M +$213K +2,284 +2%