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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 %
BMCM
1551
Burns Matteson Capital Management
New York
$648K +$648K +6,950 New
GA
1552
Greytown Advisors
Florida
$647K -$120K -1,285 -16%
ZIC
1553
ZWJ Investment Counsel
Georgia
$646K
EWA
1554
Etesian Wealth Advisors
Oregon
$645K +$645K +6,926 New
BBNA
1555
Bremer Bank National Association
Minnesota
$643K -$45.8K -492 -7%
FFA
1556
Farther Finance Advisors
California
$643K +$643K +6,897 New
HWA
1557
Heritage Wealth Advisors
Virginia
$642K +$41.4K +444 +7%
ET
1558
Equitable Trust
Tennessee
$642K
LWM
1559
Laidlaw Wealth Management
New York
$642K -$6.24K -67 -1%
EFH
1560
Eaton Financial Holdings
Florida
$641K +$641K +6,883 New
FIB
1561
First Interstate Bank
Montana
$639K -$14K -150 -2%
FNBOH
1562
First National Bank of Hutchinson
Kansas
$639K +$2.98K +32 +0.5%
SLG
1563
Stanley-Laman Group
Pennsylvania
$637K
ZF
1564
Zhang Financial
Michigan
$637K +$7.18K +77 +1%
FOA
1565
Five Oceans Advisors
California
$636K -$16.2K -174 -2%
HCM
1566
Hall Capital Management
Rhode Island
$634K +$72.1K +774 +13%
HFS
1567
Heritage Financial Services
Massachusetts
$634K +$425K +4,565 +204%
KCM
1568
KRS Capital Management
Michigan
$633K +$15.4K +165 +2%
EB
1569
Eastern Bank
Massachusetts
$632K -$19.5K -209 -3%
CG
1570
CFO4Life Group
Texas
$631K +$23.1K +248 +4%
C
1571
CFO4Life
Texas
$631K +$631K +6,769 New
GC
1572
Gilbert & Cook
Iowa
$630K +$9.41K +101 +2%
TFS
1573
TrustCore Financial Services
Tennessee
$630K -$13.2K -142 -2%
WF
1574
Williams Financial
Vermont
$629K -$37.3K -400 -6%
VCG
1575
Vantage Consulting Group
Virginia
$628K -$36.1K -387 -5%