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CVS Health

2,295 hedge funds and large institutions have $95.1B invested in CVS Health in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 952 increasing their positions, 974 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-59
Holders Change %
-2.51%
% of All Funds
38.81%
Holding in Top 10
137
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+21.24%
% of All Funds
2.32%
New
109
Increased
952
Reduced
974
Closed
141
Calls
$1.35B
Puts
$1.03B
Net Calls
+$315M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
1626
BSW Wealth Partners
Colorado
$519K +$48.1K +519 +10%
IIA
1627
ICW Investment Advisors
Arizona
$518K +$463 +5 +0.1%
MA
1628
MKT Advisors
California
$516K +$4.45K +47 +0.9%
DLG
1629
Daniel L. Goodwin
$516K +$516K +5,565 New
MWPCG
1630
Measured Wealth Private Client Group
New Hampshire
$516K +$516K +5,573 New
MCC
1631
Money Concepts Capital
Florida
$514K -$558K -5,932 -52%
BG
1632
Bahl & Gaynor
Ohio
$513K +$12.9K +139 +3%
FLAM
1633
First Light Asset Management
Minnesota
$511K
OLVIG
1634
Oliver Lagore Vanvalin Investment Group
Michigan
$508K -$32.7K -353 -6%
OBGC
1635
O'Brien Greene & Co
Pennsylvania
$507K
XWM
1636
Xcel Wealth Management
Florida
$504K -$1.57K -17 -0.3%
GFP
1637
Gryphon Financial Partners
Ohio
$504K +$29.5K +318 +6%
DF
1638
Donoghue Forlines
Massachusetts
$502K -$467K -5,038 -48%
HAS
1639
HBW Advisory Services
California
$502K -$14.6K -157 -3%
BFA
1640
Bragg Financial Advisors
North Carolina
$501K +$34.5K +372 +7%
WLIM
1641
White Lighthouse Investment Management
Massachusetts
$500K -$93 -1 -0%
OWA
1642
Opal Wealth Advisors
New York
$500K +$4.82K +52 +1%
Fiera Capital (Canada)
1643
Fiera Capital (Canada)
Quebec, Canada
$499K
MWM
1644
Mission Wealth Management
California
$499K +$118K +1,278 +31%
EGA
1645
E&G Advisors
Texas
$498K +$55.6K +600 +13%
WP
1646
WealthShield Partners
North Carolina
$497K -$16.3K -176 -3%
PCM
1647
Perkins Capital Management
Minnesota
$497K
KFP
1648
Keystone Financial Planning
Ohio
$492K
CFS
1649
Capital Financial Services
New York
$491K
IIM
1650
InTrack Investment Management
Vermont
$490K +$10.2K +110 +2%