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 %
Fisher Asset Management
601
Fisher Asset Management
Washington
$6.79M +$153K +1,647 +2%
FM
602
Foster & Motley
Ohio
$6.77M +$205K +2,197 +3%
AM
603
Atwater Malick
Pennsylvania
$6.76M +$149K +1,603 +2%
BS
604
Boenning & Scattergood
Pennsylvania
$6.76M +$88K +869 +1%
PCIA
605
Prime Capital Investment Advisors
Kansas
$6.73M +$1.24M +13,353 +23%
GC
606
Grimes & Company
Massachusetts
$6.72M +$490K +5,259 +8%
VPIM
607
Vanguard Personalized Indexing Management
California
$6.72M -$1.41M -15,166 -17%
MFG
608
Monte Financial Group
Connecticut
$6.69M -$274K -2,938 -4%
BKA
609
Brick & Kyle Associates
Pennsylvania
$6.64M -$85.6K -919 -1%
SWP
610
Stratos Wealth Partners
Ohio
$6.64M +$310K +3,327 +5%
TI
611
Tidal Investments
Wisconsin
$6.63M -$190K -2,036 -3%
WTC
612
WhitTier Trust Company
Nevada
$6.57M +$26.4K +283 +0.4%
API
613
Advisor Partners II
California
$6.52M +$161K +1,724 +3%
BWL
614
Bogart Wealth LLC
Virginia
$6.49M +$1.33M +14,221 +26%
KCM
615
Kanawha Capital Management
Virginia
$6.44M +$9.13K +98 +0.1%
PWLP
616
Prio Wealth Limited Partnership
Massachusetts
$6.44M -$80.9K -868 -1%
RWM
617
Rench Wealth Management
Texas
$6.42M +$2.42K +26 +0%
PRC
618
Pearl River Capital
Michigan
$6.42M +$16.2K +174 +0.3%
HFS
619
Hantz Financial Services
Michigan
$6.41M +$259K +2,782 +4%
BCM
620
BTC Capital Management
Iowa
$6.41M +$308K +3,308 +5%
JIC
621
Johnson Investment Counsel
Ohio
$6.39M -$781K -8,376 -11%
AAM
622
Abeille Asset Management
France
$6.35M -$13.4M -454,005 -68%
MA
623
Menlo Advisors
California
$6.35M
Acadian Asset Management
624
Acadian Asset Management
Massachusetts
$6.33M -$3.87M -41,514 -38%
CTC
625
Central Trust Company
Missouri
$6.31M +$647K +6,943 +11%