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 %
EM
1476
ELCO Management
New York
$767K -$18.6K -200 -2%
HI
1477
Humankind Investments
New York
$766K +$55K +590 +8%
HAG
1478
HF Advisory Group
Maryland
$766K +$766K +8,220 New
SFB
1479
STAR Financial Bank
Indiana
$765K +$765K +8,207 New
CW
1480
CIC Wealth
Maryland
$764K +$764K +8,203 New
NVIM
1481
New Vernon Investment Management
Illinois
$761K
DWP
1482
Destiny Wealth Partners
Florida
$760K +$6.99K +75 +0.9%
VWA
1483
V Wealth Advisors
Kansas
$756K +$11.4K +122 +2%
APC
1484
Aspire Private Capital
North Carolina
$756K +$22.8K +245 +3%
CWM
1485
Congress Wealth Management
Massachusetts
$754K +$237K +2,542 +46%
MMPW
1486
Mitchell McLeod Pugh & Williams
Alabama
$752K
BOPW
1487
Brandywine Oak Private Wealth
Pennsylvania
$748K +$93 +1 +0%
GAG
1488
GM Advisory Group
New York
$747K +$33.3K +357 +5%
CANY
1489
Caxton Associates (New York)
New York
$747K +$747K +8,015 New
EW
1490
Element Wealth
Mississippi
$745K -$17.2K -185 -2%
4WM
1491
44 Wealth Management
Oregon
$743K -$7.55K -81 -1%
FFWM
1492
Future Financial Wealth Management
Ohio
$742K -$92.9K -997 -11%
BCA
1493
Bay Colony Advisors
Massachusetts
$742K +$2.14K +23 +0.3%
HCM
1494
Hollencrest Capital Management
California
$741K -$33.7K -362 -4%
BWM
1495
Buckley Wealth Management
Nevada
$741K -$16.3K -175 -2%
AA
1496
ALPS Advisors
Colorado
$741K -$65.7K -705 -8%
RWB
1497
RMR Wealth Builders
New Jersey
$740K -$3.17K -34 -0.4%
GPWA
1498
Great Point Wealth Advisors
Massachusetts
$737K +$3.08K +33 +0.4%
DWA
1499
Douglass Winthrop Advisors
New York
$736K +$1.96K +21 +0.3%
TA
1500
TruWealth Advisors
Louisiana
$735K +$84.8K +910 +13%