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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 %
PFA
1001
Pathway Financial Advisers
Indiana
$2.24M +$2.24M +24,001 New
JSL
1002
JT Stratford LLC
Georgia
$2.23M -$43.8K -470 -2%
HI
1003
Horizon Investments
North Carolina
$2.23M +$236K +2,545 +12%
EWM
1004
Endurance Wealth Management
Rhode Island
$2.22M +$3.73K +40 +0.2%
AIM
1005
Anchor Investment Management
South Carolina
$2.22M +$75.7K +812 +4%
SLI
1006
Sumitomo Life Insurance
Japan
$2.21M -$20.1K -216 -0.9%
HA
1007
Herold Advisors
New York
$2.21M -$628K -6,738 -22%
BWA
1008
BDO Wealth Advisors
Florida
$2.21M +$32.9K +353 +2%
WAOTB
1009
Wealth Advisors of Tampa Bay
Florida
$2.2M +$27K +290 +1%
HIMC
1010
Heritage Investors Management Corp
Maryland
$2.2M +$470K +5,040 +27%
SIM
1011
Stratos Investment Management
Ohio
$2.19M +$35.8K +384 +2%
WAM
1012
Weatherly Asset Management
California
$2.18M -$2.24K -24 -0.1%
SC
1013
Sawyer & Company
Massachusetts
$2.18M -$36.8K -395 -2%
1WA
1014
180 Wealth Advisors
Washington
$2.16M +$68.9K +786 +3%
E
1015
Ergoteles
New York
$2.15M +$562K +6,036 +35%
LRWA
1016
Long Run Wealth Advisors
New York
$2.15M +$64.5K +692 +3%
LWM
1017
Ledge Wealth Management
Minnesota
$2.15M +$372K +3,993 +21%
PS
1018
Pensionfund Sabic
Netherlands
$2.14M
GAMA
1019
Graticule Asia Macro Advisors
New York
$2.14M +$2.14M +22,973 New
AWAP
1020
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.14M -$5.78K -62 -0.3%
LG
1021
LaFleur & Godfrey
Michigan
$2.14M +$107K +1,143 +5%
ECM
1022
EagleClaw Capital Management
Massachusetts
$2.13M -$74.6K -800 -3%
GFPC
1023
Global Financial Private Client
Florida
$2.13M +$254K +2,726 +14%
FMWA
1024
Forvis Mazars Wealth Advisors
Missouri
$2.12M +$71.8K +771 +4%
RGC
1025
Roberts, Glore & Co
Illinois
$2.12M -$39.3K -422 -2%