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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 %
BWM
1676
Baystate Wealth Management
Massachusetts
$506K +$138K +1,478 +37%
FBC
1677
Fairfield, Bush & Co
Connecticut
$504K +$3.17K +34 +0.6%
CPC
1678
Congress Park Capital
New York
$503K -$39.6K -425 -7%
WLIM
1679
White Lighthouse Investment Management
Massachusetts
$503K
CCP
1680
Clarkston Capital Partners
Michigan
$501K -$8.57K -92 -2%
WP
1681
WealthShield Partners
North Carolina
$500K +$373 +4 +0.1%
OBGC
1682
O'Brien Greene & Co
Pennsylvania
$499K -$1.03M -11,076 -67%
JE
1683
JMAC Enterprises
Pennsylvania
$496K +$138K +1,479 +38%
KFP
1684
Keystone Financial Planning
Ohio
$496K -$17.4K -187 -3%
ACI
1685
Alpha Cubed Investments
California
$495K -$33.9K -364 -6%
EL
1686
EMFO LLC
Florida
$495K -$252K -2,700 -34%
OCM
1687
Orleans Capital Management
Louisiana
$495K -$72.2K -775 -13%
LI
1688
Lafayette Investments
Maryland
$494K
PCM
1689
Perkins Capital Management
Minnesota
$493K
CCA
1690
Cobblestone Capital Advisors
New York
$492K +$200K +2,143 +68%
MAM
1691
MMA Asset Management
Pennsylvania
$490K +$1.77K +19 +0.4%
MA
1692
MKT Advisors
California
$489K +$1.17K +13 +0.2%
AP
1693
Atwood & Palmer
Missouri
$489K
AA
1694
AlphaQ Advisors
Florida
$489K +$489K +5,246 New
Fiera Capital (Canada)
1695
Fiera Capital (Canada)
Quebec, Canada
$487K -$14K -150 -3%
JF
1696
Joule Financial
Kentucky
$485K -$365K -3,918 -43%
BA
1697
Bristlecone Advisors
Washington
$485K
SAM
1698
Summit Asset Management
Tennessee
$485K
GWANC
1699
Guardian Wealth Advisors (North Carolina)
North Carolina
$484K +$13K +139 +3%
PP
1700
Patron Partners
Texas
$483K -$18.6K -200 -4%