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CVS Health

2,312 hedge funds and large institutions have $98.4B invested in CVS Health in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,024 increasing their positions, 903 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,312
Holders Change
+17
Holders Change %
+0.74%
% of All Funds
39.98%
Holding in Top 10
169
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.36%
% of All Funds
2.92%
New
142
Increased
1,024
Reduced
903
Closed
89
Calls
$1.57B
Puts
$1.14B
Net Calls
+$432M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
4WM
1476
44 Wealth Management
Oregon
$768K -$382K -4,008 -33%
RIA
1477
Realta Investment Advisors
Delaware
$768K +$401K +4,209 +109%
JDR
1478
Jay D. Rosenbaum
$766K -$11.8K -124 -2%
BOPW
1479
Brandywine Oak Private Wealth
Pennsylvania
$765K +$9.53K +100 +1%
EL
1480
EMFO LLC
Florida
$764K
VWA
1481
V Wealth Advisors
Kansas
$762K -$69.7K -731 -8%
RWB
1482
RMR Wealth Builders
New Jersey
$760K +$29.3K +307 +4%
FAIM
1483
Financial Advocates Investment Management
Washington
$758K -$1.65M -17,306 -68%
BCA
1484
Bay Colony Advisors
Massachusetts
$757K +$16.3K +171 +2%
WHCI
1485
W.H. Cornerstone Investments
Massachusetts
$754K +$754K +8,524 New
DWA
1486
Douglass Winthrop Advisors
New York
$752K -$94.5K -990 -11%
HA
1487
Harfst & Associates
Wyoming
$752K -$39.3K -412 -5%
GL
1488
Graypoint LLC
New York
$752K +$163K +1,714 +28%
GPWA
1489
Great Point Wealth Advisors
Massachusetts
$751K
BA
1490
Ballast Advisors
Minnesota
$751K +$191 +2 +0%
APC
1491
Aspire Private Capital
North Carolina
$750K -$16.9K -177 -2%
TP
1492
Tranquility Partners
Tennessee
$750K +$9.53K +100 +1%
CASB
1493
Cape Ann Savings Bank
Massachusetts
$748K +$748K +7,847 New
ICG
1494
InterOcean Capital Group
Tennessee
$747K -$144K -1,508 -16%
O
1495
Ossiam
France
$744K -$13.2M -138,403 -95%
MW
1496
Marcum Wealth
Ohio
$740K -$57.4K -602 -7%
AC
1497
Abbrea Capital
California
$739K -$51.4K -539 -7%
SFP
1498
Shepherd Financial Partners
Massachusetts
$734K +$35.9K +377 +5%
IFWM
1499
Institute for Wealth Management
Colorado
$733K +$47.3K +496 +7%
GAG
1500
GM Advisory Group
New York
$731K -$9.54K -100 -1%