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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 %
IP
1626
Ignite Planners
California
$574K +$48.2K +548 +9%
RMDI
1627
R.M. Davis Inc
Maine
$572K +$62.9K +675 +12%
TIMH
1628
Tilt Investment Management Holdings
New York
$571K +$571K +6,128 New
CW
1629
CreativeOne Wealth
Kansas
$569K -$75.8K -814 -12%
MAG
1630
MRA Advisory Group
New Jersey
$569K +$64.2K +689 +13%
PFSC
1631
Peoples Financial Services Corp
Pennsylvania
$567K -$54.1K -581 -9%
DFS
1632
Dixon Fnancial Services
California
$565K
WFAG
1633
Wescott Financial Advisory Group
Pennsylvania
$564K +$255K +2,738 +82%
IA
1634
Insight Advisors
Pennsylvania
$563K -$4.09K -44 -0.7%
PWS
1635
Precision Wealth Strategies
Missouri
$562K -$5.41K -58 -1%
FNBOO
1636
First National Bank of Omaha
Nebraska
$562K -$226K -2,427 -29%
AIM
1637
Aspen Investment Management
Michigan
$562K -$62.4K -670 -10%
BCG
1638
Breakwater Capital Group
New Jersey
$559K +$559K +5,999 New
EFI
1639
EHP Funds Inc
Canada
$559K -$55.9K -600 -9%
PIFP
1640
Partners in Financial Planning
Virginia
$559K
SMH
1641
Sanders Morris Harris
Texas
$557K
BBA
1642
Baader Bank Aktiengesellschaft
Germany
$555K +$182K +1,950 +49%
CH
1643
Canton Hathaway
Rhode Island
$555K -$2.12M -22,725 -79%
WOSD
1644
WFA of San Diego
California
$554K -$14.9K -160 -3%
WIM
1645
Westside Investment Management
California
$553K -$2.91K -289 -0.5%
RFO
1646
RiverGlades Family Offices
Florida
$550K +$550K +5,900 New
ACP
1647
Aveo Capital Partners
Colorado
$549K +$39.8K +427 +8%
MWM
1648
Mission Wealth Management
California
$548K -$14.4K -155 -3%
SIC
1649
Samalin Investment Counsel
New York
$546K -$19.4K -208 -3%
CWM
1650
Connecticut Wealth Management
Connecticut
$546K -$28.8K -309 -5%