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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 %
WF
526
WoodTrust Financial
Wisconsin
$8.52M -$309K -3,317 -4%
CWM
527
Compass Wealth Management
Connecticut
$8.48M +$8.48M +91,013 New
CRB
528
Chad R. Baker
$8.46M
VWM
529
Venturi Wealth Management
Texas
$8.45M -$442K -4,747 -5%
SI
530
Stephens Inc
Arkansas
$8.41M -$585K -6,281 -7%
CANC
531
Culbertson A N & Co
Virginia
$8.41M -$151K -1,615 -2%
TFA
532
Toth Financial Advisory
Virginia
$8.4M +$102K +1,096 +1%
DJSG
533
D.J. St. Germain
Massachusetts
$8.32M +$1.64M +91,700 +25%
BHWM
534
Bar Harbor Wealth Management
New Hampshire
$8.32M +$67.5K +724 +0.8%
AOWM
535
Alpha Omega Wealth Management
Virginia
$8.31M -$192K -2,061 -2%
Kayne Anderson Rudnick Investment Management
536
Kayne Anderson Rudnick Investment Management
California
$8.18M -$236K -2,529 -3%
NRS
537
Neville Rodie & Shaw
New York
$8.18M -$592K -6,350 -7%
PAMG
538
Patton Albertson Miller Group
Tennessee
$8.17M -$151K -1,616 -2%
ACM
539
Aquatic Capital Management
Illinois
$8.16M +$8.16M +87,600 New
BCI
540
Brinker Capital Investments
Pennsylvania
$8.13M -$3.22M -34,570 -28%
BFIC
541
Bedell Frazier Investment Counselling
California
$8.13M +$61.6K +661 +0.8%
CA
542
Cetera Advisors
Colorado
$8.11M -$15.5K -166 -0.2%
BRWA
543
B. Riley Wealth Advisors
Florida
$8.1M +$240K +2,580 +3%
Voloridge Investment Management
544
Voloridge Investment Management
Florida
$8.08M -$21.5M -231,124 -73%
EFIC
545
Eliot Finkel Investment Counsel
California
$8.08M -$39.9K -428 -0.5%
GLA
546
Great Lakes Advisors
Illinois
$8.07M -$339K -30,419 -4%
CF
547
Clarity Financial
Texas
$8.01M +$1.3M +13,930 +19%
TW
548
TrinityPoint Wealth
Connecticut
$8.01M +$30.5K +327 +0.4%
Wolverine Trading
549
Wolverine Trading
Illinois
$8.01M +$8.01M +85,950 New
RIM
550
Regent Investment Management
Kentucky
$8.01M -$107K -1,149 -1%