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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 %
WFAG
1226
Worth Financial Advisory Group
North Carolina
$1.32M +$1.32M +14,197 New
DIA
1227
Dean Investment Associates
Ohio
$1.32M -$16.8K -180 -1%
DBIA
1228
Dumont & Blake Investment Advisors
New Jersey
$1.32M -$14.9K -160 -1%
HFBOT
1229
Home Federal Bank of Tennessee
Tennessee
$1.31M +$76K +815 +6%
AAS
1230
Annex Advisory Services
Wisconsin
$1.31M +$266K +2,857 +25%
PPC
1231
Park Place Capital
Alabama
$1.31M +$1.31M +14,071 New
WWM
1232
WT Wealth Management
Arizona
$1.3M -$34.6K -371 -3%
AAS
1233
Ameritas Advisory Services
Nebraska
$1.3M -$14.4K -155 -1%
DPIM
1234
Duff & Phelps Investment Management
Illinois
$1.3M
CAI
1235
Capital Advisors Inc
Oklahoma
$1.3M +$48.6K +522 +4%
AWM
1236
Axxcess Wealth Management
California
$1.3M +$360K +3,861 +38%
SFG
1237
Sterling Financial Group
California
$1.3M +$1.3M +13,910 New
9WM
1238
9258 Wealth Management
Ohio
$1.29M +$138K +1,477 +12%
TIA
1239
Trust Investment Advisors
Indiana
$1.29M -$11.6K -124 -0.9%
Koshinski Asset Management
1240
Koshinski Asset Management
Illinois
$1.28M +$55.2K +592 +5%
RIA
1241
Regal Investment Advisors
Michigan
$1.28M +$20.9K +224 +2%
VAS
1242
Vestmark Advisory Solutions
Massachusetts
$1.28M -$4.66K -50 -0.4%
III
1243
Independent Investors Inc
New York
$1.28M -$112K -1,200 -8%
MA
1244
MONECO Advisors
Connecticut
$1.27M -$23.8K -255 -2%
RWM
1245
Ritholtz Wealth Management
New York
$1.27M -$1.21M -12,960 -49%
DMBA
1246
Deseret Mutual Benefit Administrators
Utah
$1.27M -$1.17M -12,509 -48%
XT
1247
XTX Topco
Cayman Islands
$1.27M +$1.01M +10,849 +391%
AIM
1248
ARGA Investment Management
Connecticut
$1.27M
HFM
1249
Harvest Fund Management
China
$1.27M +$65.9K +707 +5%
KCM
1250
Kendall Capital Management
Maryland
$1.27M -$2.33K -25 -0.2%