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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 %
HPM
1601
Hoxton Planning & Management
West Virginia
$603K +$603K +6,472 New
CBT
1602
CoreFirst Bank & Trust
Kansas
$602K +$48.5K +520 +9%
TWP
1603
Tempus Wealth Planning
California
$602K +$74.6K +801 +14%
CF
1604
Centaurus Financial
California
$598K -$194K -2,085 -25%
CBTWT
1605
Community Bank & Trust (Waco, Texas)
Texas
$598K +$254K +2,729 +74%
CC
1606
Copperleaf Capital
North Carolina
$598K -$16.4K -176 -3%
MCCA
1607
Mill Creek Capital Advisors
Pennsylvania
$596K +$596K +6,398 New
NP
1608
NorthRock Partners
Minnesota
$596K -$71K -762 -11%
JFA
1609
JNBA Financial Advisors
Minnesota
$596K
OFS
1610
OneAscent Financial Services
Alabama
$593K +$267K +2,864 +82%
CIC
1611
Crawford Investment Counsel
Georgia
$593K +$46K +494 +8%
MWA
1612
Meridian Wealth Advisors
Texas
$593K -$79.2K -850 -12%
CA
1613
Crumly & Associates
Illinois
$592K -$31.3K -336 -5%
MCM
1614
Manchester Capital Management
Vermont
$589K +$388K +4,166 +193%
CCM
1615
Cribstone Capital Management
Maine
$589K +$8.85K +95 +2%
EL
1616
Essex LLC
Illinois
$586K -$13.5K -145 -2%
DG
1617
DMC Group
Alabama
$584K -$4.83K -52 -0.8%
PPP
1618
Private Portfolio Partners
New Jersey
$583K -$20.1K -216 -3%
ALAM
1619
Asahi Life Asset Management
Japan
$582K +$30.3K +325 +5%
QC
1620
Quent Capital
New York
$581K +$27.4K +294 +5%
CCWM
1621
Cassaday & Co Wealth Management
Virginia
$580K +$580K +6,221 New
ST
1622
Sabal Trust
Florida
$579K -$8.76K -94 -1%
WSFS
1623
Wilmington Savings Fund Society
Delaware
$577K -$1.86K -20 -0.3%
BFAG
1624
Blackston Financial Advisory Group
Florida
$577K +$6.34K +68 +1%
QPWM
1625
Quadrant Private Wealth Management
Pennsylvania
$574K +$574K +6,163 New