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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 %
EWM
776
Evercore Wealth Management
New York
$3.99M -$22K -236 -0.5%
JWCA
777
J.W. Coons Advisors
Ohio
$3.98M +$203K +2,182 +5%
CB
778
Community Bank
New York
$3.96M -$76K -816 -2%
CPA
779
Capital Planning Advisors
California
$3.96M +$121K +1,298 +3%
ETC
780
Exchange Traded Concepts
Oklahoma
$3.96M -$7.74M -83,029 -66%
NCM
781
Neumann Capital Management
California
$3.96M +$37.3K +400 +1%
JWM
782
Jupiter Wealth Management
Colorado
$3.93M
ECM
783
Elgethun Capital Management
South Dakota
$3.93M -$18.8K -204 -0.5%
AWA
784
Arkadios Wealth Advisors
Georgia
$3.93M +$142K +1,526 +4%
ISB
785
Iowa State Bank
Iowa
$3.92M +$200K +2,148 +5%
TA
786
Townsend & Associates
Colorado
$3.9M -$201K -2,234 -5%
LWIC
787
Leith Wheeler Investment Counsel
British Columbia, Canada
$3.89M +$936K +10,040 +32%
NEAM
788
New England Asset Management
Connecticut
$3.89M +$2.05M +21,950 +111%
AWM
789
Avitas Wealth Management
California
$3.86M +$613K +6,576 +19%
SIAP
790
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.86M +$31.6K +339 +0.8%
BIMC
791
Benson Investment Management Company
Virginia
$3.85M -$8.85K -95 -0.2%
NMIMC
792
Northwestern Mutual Investment Management Company
Wisconsin
$3.84M -$706K -7,578 -16%
BCV
793
Banque Cantonale Vaudoise
Switzerland
$3.83M -$587K -6,295 -13%
WCA
794
Westover Capital Advisors
Delaware
$3.82M -$128K -1,370 -3%
MCM
795
Mitchell Capital Management
Kansas
$3.8M -$25.5K -274 -0.7%
CAM
796
Cresset Asset Management
Illinois
$3.8M -$197K -2,579 -5%
HCA
797
Horan Capital Advisors
Ohio
$3.78M -$1.03K -11 -0%
GWMIA
798
Global Wealth Management Investment Advisory
Florida
$3.77M +$90.5K +971 +2%
GWM
799
Graybill Wealth Management
Illinois
$3.76M +$9.51K +102 +0.3%
WSC
800
Wellington Shields & Co
New York
$3.75M -$245K -2,625 -6%