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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 %
AIP
1201
Ameritas Investment Partners
Nebraska
$1.4M -$24.5K -281 -2%
FFH
1202
Fairfax Financial Holdings
Ontario, Canada
$1.4M
BTWM
1203
Baker Tilly Wealth Management
Wisconsin
$1.39M -$36.3K -390 -3%
SSI
1204
Scott & Selber Inc
Texas
$1.39M +$1.21K +13 +0.1%
CAAS
1205
Capital Asset Advisory Services
Michigan
$1.37M -$117K -1,240 -8%
TAM
1206
Trust Asset Management
Texas
$1.37M
BIM
1207
Baldwin Investment Management
Pennsylvania
$1.37M
TPW
1208
Transatlantique Private Wealth
New York
$1.37M +$32.2K +345 +2%
SFCL
1209
Strengthening Families & Communities LLC
Massachusetts
$1.37M -$336K -3,603 -20%
BWM
1210
BCGM Wealth Management
Indiana
$1.37M +$19.3K +207 +1%
DI
1211
DFPG Investments
Utah
$1.36M +$1.36M +15,155 New
ADMI
1212
Albert D. Mason Inc
Massachusetts
$1.36M -$30.9K -332 -2%
KCM
1213
Knoll Capital Management
Florida
$1.35M
TAM
1214
Tocqueville Asset Management
New York
$1.35M
AWM
1215
Alterna Wealth Management
Texas
$1.35M +$2.52K +27 +0.2%
ACA
1216
Atlas Capital Advisors
Wyoming
$1.35M +$32.7K +351 +2%
BWA
1217
Blodgett Wealth Advisors
California
$1.35M
FMAEN1
1218
Fund Management at Engine No 1
California
$1.35M +$172K +1,843 +15%
MC
1219
Middleton & Co
Massachusetts
$1.34M -$32.6K -350 -2%
BMM
1220
Buffington Mohr McNeal
Idaho
$1.34M +$76.2K +818 +6%
MPCG
1221
Matrix Private Capital Group
New York
$1.33M -$54.9K -589 -4%
CCB
1222
Cutter & Co Brokerage
Missouri
$1.33M -$29.7K -319 -2%
CA
1223
Claro Advisors
Massachusetts
$1.33M +$210K +2,255 +19%
SS
1224
Sunbelt Securities
Texas
$1.32M +$280 +3 +0%
BWP
1225
Baldwin Wealth Partners
Massachusetts
$1.32M +$189K +2,024 +17%