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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 %
BCWM
1451
Bartlett & Co Wealth Management
Ohio
$819K +$4.47K +48 +0.5%
BC
1452
Bartlett & Co
Ohio
$819K +$4.47K +48 +0.5%
OWA
1453
Outlook Wealth Advisors
Texas
$817K -$186 -2 -0%
FC
1454
Forte Capital
New York
$815K +$11.1K +119 +1%
SIM
1455
Sentry Investment Management
Wisconsin
$814K -$20.5K -220 -2%
CA
1456
Continuum Advisory
Idaho
$804K -$42.5K -456 -5%
IAMOG
1457
Investors Asset Management of Georgia
Georgia
$803K +$93 +1 +0%
PWPS
1458
Pinnacle Wealth Planning Services
Ohio
$801K -$133K -1,431 -14%
WP
1459
WMS Partners
Maryland
$799K +$13K +140 +2%
IRC
1460
Investors Research Corp
Georgia
$795K -$6.99K -75 -0.9%
GPA
1461
Garrison Point Advisors
California
$795K
PAM
1462
Palisade Asset Management
Minnesota
$791K -$373 -4 -0%
FCFC
1463
First Commonwealth Financial Corp
Pennsylvania
$789K +$130K +1,392 +20%
AC
1464
Avestar Capital
New York
$789K -$55.4K -595 -7%
RIA
1465
Realta Investment Advisors
Delaware
$789K +$38K +408 +5%
MFC
1466
Mechanics Financial Corp
Ohio
$788K +$13.7K +147 +2%
JDR
1467
Jay D. Rosenbaum
$788K +$38.7K +415 +5%
PCA
1468
Private Capital Advisors
Connecticut
$787K
MAA
1469
Mraz Amerine & Associates
California
$787K -$5.59K -60 -0.7%
1IA
1470
1620 Investment Advisors
Massachusetts
$787K +$19.8K +212 +3%
TFA
1471
Teamwork Financial Advisors
Texas
$776K -$1.7M -18,264 -69%
VHAM
1472
Van Hulzen Asset Management
California
$776K +$3.36K +36 +0.4%
KOC
1473
Koss-Olinger Consulting
Florida
$775K -$164K -1,762 -17%
TC
1474
Toews Corporation
New Jersey
$773K -$317K -3,400 -29%
AIA
1475
Alera Investment Advisors
Illinois
$767K -$34.2K -367 -4%