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 %
DLHL
1376
Donald L. Hagan LLC
Florida
$966K +$60.1K +645 +7%
IF
1377
Intrua Financial
Texas
$962K -$11K -126 -1%
CHAM
1378
Clear Harbor Asset Management
Connecticut
$953K -$144K -1,540 -13%
V
1379
VeraBank
Texas
$949K -$2.14K -23 -0.2%
CFGS
1380
Concourse Financial Group Securities
Alabama
$945K -$28.1K -302 -3%
ACP
1381
Aviance Capital Partners
Florida
$943K +$4.85K +52 +0.5%
AFA
1382
Abacus FCF Advisors
Florida
$941K +$941K +10,098 New
LWCFA
1383
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$941K -$1.49K -16 -0.2%
JIP
1384
Jaffetilchin Investment Partners
Florida
$941K -$110K -1,175 -10%
SFP
1385
Sweet Financial Partners
Minnesota
$940K
WDA
1386
Wendell David Associates
New Hampshire
$938K
SRG
1387
SBB Research Group
Illinois
$936K +$5.31K +57 +0.6%
CC
1388
Cadinha & Co
Hawaii
$936K -$147K -1,574 -14%
WQ
1389
Wealth Quarterback
New Jersey
$933K +$11.1K +119 +1%
RT
1390
Rockland Trust
Massachusetts
$933K -$60.1K -645 -6%
SPA
1391
Sherbrooke Park Advisers
New York
$932K +$932K +10,000 New
WFS
1392
Widmann Financial Services
Maryland
$921K +$14.1K +151 +2%
FWM
1393
Forza Wealth Management
Florida
$919K +$919K +9,858 New
AWS
1394
Aspen Wealth Strategies
Colorado
$915K +$915K +9,817 New
KA
1395
Kovack Advisors
Florida
$915K -$105K -1,130 -10%
DP
1396
Dearborn Partners
Illinois
$913K +$15.4K +165 +2%
HI
1397
Harbour Investments
Wisconsin
$913K +$47.8K +513 +6%
TFA
1398
Transamerica Financial Advisors
Florida
$911K +$113K +1,207 +14%
BCM
1399
Bluefin Capital Management
New York
$910K -$421K -4,520 -32%
FNBTCON
1400
First National Bank & Trust Co of Newtown
Pennsylvania
$907K +$13K +140 +1%