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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 %
WC
1501
Westhampton Capital
North Carolina
$733K -$58.7K -630 -7%
PFG
1502
PAX Financial Group
Texas
$732K -$78.1K -838 -10%
OCM
1503
Orion Capital Management
California
$732K +$22.4K +240 +3%
WIP
1504
WealthCare Investment Partners
Rhode Island
$729K +$304K +3,262 +71%
BA
1505
Ballast Advisors
Minnesota
$729K -$4.57K -49 -0.6%
HBW
1506
Hazlett, Burt & Watson
West Virginia
$727K -$28.7K -308 -4%
SCM
1507
Schnieders Capital Management
California
$725K -$140K -1,500 -16%
HA
1508
Harfst & Associates
Wyoming
$724K -$11.2K -120 -2%
ESCM
1509
Echo Street Capital Management
New York
$724K -$98.6K -1,058 -12%
WEG
1510
World Equity Group
Illinois
$722K +$29K +311 +4%
AC
1511
Abbrea Capital
California
$721K -$932 -10 -0.1%
I
1512
InceptionR
California
$720K +$720K +7,722 New
SFP
1513
Shepherd Financial Partners
Massachusetts
$720K +$1.86K +20 +0.3%
SF
1514
Symphony Financial
Texas
$716K +$45K +489 +7%
LSA
1515
Lion Street Advisors
Texas
$715K -$9.37K -105 -1%
AAM
1516
Aureus Asset Management
Massachusetts
$712K +$114K +1,222 +19%
SOAMC
1517
Spirit of America Management Corp
New York
$709K
AWM
1518
Aries Wealth Management
Maine
$709K +$9.32K +100 +1%
IFWM
1519
Institute for Wealth Management
Colorado
$709K -$7.18K -77 -1%
HWP
1520
Highline Wealth Partners
California
$705K +$280 +3 +0%
OCBCO
1521
Oversea-Chinese Banking Corp (OCBC)
Singapore
$703K +$703K +7,547 New
LC
1522
Lindbrook Capital
California
$701K -$3.17K -34 -0.4%
MW
1523
Marcum Wealth
Ohio
$700K -$22.4K -240 -3%
BIA
1524
Benchmark Investment Advisors
Illinois
$699K +$699K +7,500 New
LFM
1525
LGT Fund Management
Liechtenstein
$699K