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 %
AC
926
Addison Capital
Pennsylvania
$2.7M +$14.5K +156 +0.5%
MFAM
927
Motley Fool Asset Management
Virginia
$2.7M -$112K -1,206 -4%
USCWA
928
U.S. Capital Wealth Advisors
Texas
$2.7M +$80.2K +861 +3%
JWCA
929
J.W. Cole Advisors
Florida
$2.7M -$78K -837 -3%
HWA
930
HCR Wealth Advisors
California
$2.69M -$35.1K -377 -1%
TAM
931
Townsend Asset Management
North Carolina
$2.67M +$830K +8,903 +45%
CAC
932
Core Alternative Capital
Georgia
$2.67M +$300K +3,214 +13%
HPM
933
Hudson Portfolio Management
New York
$2.65M
UCI
934
Uncommon Cents Investing
Wisconsin
$2.64M +$148K +1,590 +6%
TC
935
Telemus Capital
Michigan
$2.62M -$98.5K -1,075 -4%
LNC
936
Lincoln National Corp
Pennsylvania
$2.61M +$104K +1,117 +4%
LWA
937
Lineweaver Wealth Advisors
Ohio
$2.61M +$35.1K +377 +1%
ARG
938
Advisory Resource Group
Oklahoma
$2.61M +$153K +1,637 +6%
AC
939
Asio Capital
Kentucky
$2.61M +$126K +1,353 +5%
IA
940
IFP Advisors
Florida
$2.6M -$283K -3,511 -10%
HWM
941
Hohimer Wealth Management
Washington
$2.6M -$82.9K -890 -3%
AFA
942
AllGen Financial Advisors
Florida
$2.59M -$3.62M -38,796 -58%
EF
943
Exeter Financial
Arizona
$2.59M +$32.6K +350 +1%
CFMC
944
Curbstone Financial Management Corp
New Hampshire
$2.59M -$69.9K -750 -3%
BWM
945
BerganKDV Wealth Management
Minnesota
$2.59M +$33.6K +361 +1%
SCM
946
SOL Capital Management
Maryland
$2.58M +$46.6K +500 +2%
KF
947
Krilogy Financial
Missouri
$2.58M +$1.67M +17,899 +183%
ST
948
Sentinel Trust
Texas
$2.57M
BL
949
Balentine LLC
Georgia
$2.57M -$810K -8,687 -24%
IAS
950
Investment Advisory Services
Texas
$2.57M +$94 +1 +0%