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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 %
BPA
651
Beacon Pointe Advisors
California
$5.72M +$515K +5,524 +10%
EVM
652
Evelyn V. Moreno
$5.7M +$2.76M +29,587 +94%
BRM
653
Boston Research & Management
Massachusetts
$5.68M -$28.9K -310 -0.5%
BCM
654
Bourgeon Capital Management
Connecticut
$5.66M -$5.63M -60,451 -50%
AF
655
Alerus Financial
North Dakota
$5.66M +$711K +7,631 +14%
EIA
656
Eastover Investment Advisors
North Carolina
$5.66M +$57.9K +621 +1%
CNC
657
Canandaigua National Corp
New York
$5.65M +$36.2K +388 +0.6%
SWM
658
SeaCrest Wealth Management
New York
$5.61M -$119K -1,272 -2%
CSPAM
659
Cary Street Partners Asset Management
Virginia
$5.6M +$72.8K +781 +1%
VMPIC
660
Varma Mutual Pension Insurance Co
Finland
$5.59M -$10.3M -110,000 -65%
NSIM
661
North Star Investment Management
Illinois
$5.59M -$546K -5,858 -9%
PCMK
662
Paragon Capital Management (Kansas)
Kansas
$5.55M -$72K -773 -1%
LNB
663
Ledyard National Bank
$5.51M +$5.28M +56,627 +2,290%
BFS
664
Bradley Foster & Sargent
Connecticut
$5.5M -$28.4K -305 -0.5%
SFS
665
Sowell Financial Services
Arkansas
$5.5M +$329K +3,530 +6%
FTC
666
Farmers Trust Company
Ohio
$5.49M -$45.1K -484 -0.8%
VI
667
Vestcor Inc
New Brunswick, Canada
$5.47M +$23K +247 +0.4%
SPC
668
Sigma Planning Corp
Michigan
$5.44M -$75K -805 -1%
SCP
669
Shorepoint Capital Partners
Massachusetts
$5.44M -$326K -3,501 -6%
DWM
670
Dakota Wealth Management
Florida
$5.43M +$69.9K +750 +1%
LJHT
671
Laurie J. Hall Trustee
$5.42M -$55K -590 -1%
PMIA
672
Patrick Mauro Investment Advisor
Illinois
$5.42M +$366K +3,932 +7%
Parallax Volatility Advisers
673
Parallax Volatility Advisers
California
$5.42M +$5.42M +58,152 New
TF
674
TIAA FSB
Florida
$5.38M +$525K +5,630 +11%
JC
675
JB Capital
Connecticut
$5.37M +$298K +3,196 +6%