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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 %
LGF
1351
LGT Group Foundation
Liechtenstein
$1.01M -$27.8K -298 -3%
GP
1352
Girard Partners
Pennsylvania
$1.01M -$46.2K -496 -4%
ATC
1353
Adirondack Trust Company
New York
$1.01M -$93 -1 -0%
CPIG
1354
Chicago Partners Investment Group
Illinois
$1.01M +$38.3K +446 +4%
PIM
1355
Perpetual Investment Management
Australia
$1.01M
PP
1356
Patten & Patten
Tennessee
$1.01M +$4.56K +49 +0.5%
AWA
1357
Aaron Wealth Advisors
Illinois
$1.01M +$665K +7,139 +196%
BDFN
1358
Bond & Devick Financial Network
Minnesota
$1M -$6.99K -75 -0.7%
RTC
1359
Riverview Trust Company
Washington
$1M -$42.2K -453 -4%
CST
1360
Charles Schwab Trust
Nevada
$1,000K +$159K +1,706 +19%
IDBONY
1361
Israel Discount Bank of New York
New York
$998K -$31.9K -342 -3%
SCP
1362
Stamos Capital Partners
California
$997K +$517K +5,550 +108%
MSFP
1363
Mark Sheptoff Financial Planning
Connecticut
$993K -$28K -300 -3%
BBL
1364
Beck Bode LLC
Massachusetts
$991K -$55.8K -598 -5%
AG
1365
Ascent Group
Virginia
$989K -$157K -1,686 -14%
RFN
1366
RDA Financial Network
Iowa
$985K +$12K +129 +1%
VFA
1367
Voya Financial Advisors
Connecticut
$982K -$130K -1,393 -12%
CTFG
1368
Capstone Triton Financial Group
Oklahoma
$982K +$9.88K +106 +1%
SIG
1369
Sargent Investment Group
Maryland
$981K +$69.9K +750 +8%
RCC
1370
Red Cedar Capital
Nebraska
$981K
RB
1371
Renasant Bank
Mississippi
$979K +$111K +1,188 +13%
WIA
1372
Westbourne Investment Advisors
Maryland
$973K +$13K +140 +1%
PWA
1373
Providence Wealth Advisors
Illinois
$971K -$12.3K -136 -1%
EWA
1374
EverSource Wealth Advisors
Alabama
$970K -$248K -2,663 -20%
FFWA
1375
FRG Family Wealth Advisors
Washington
$968K -$6.24K -67 -0.6%