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CVS Health

2,312 hedge funds and large institutions have $98.4B invested in CVS Health in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,024 increasing their positions, 903 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,312
Holders Change
+17
Holders Change %
+0.74%
% of All Funds
39.98%
Holding in Top 10
169
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.36%
% of All Funds
2.92%
New
142
Increased
1,024
Reduced
903
Closed
89
Calls
$1.57B
Puts
$1.14B
Net Calls
+$432M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1701
Salem Capital Management
Massachusetts
$458K
DDC
1702
DF Dent & Co
Maryland
$458K +$78.5K +823 +21%
NAS
1703
Nicolet Advisory Services
Wisconsin
$458K +$141K +1,599 +44%
BFA
1704
Bragg Financial Advisors
North Carolina
$453K -$62.3K -654 -12%
BFA
1705
Benedict Financial Advisors
Georgia
$453K -$1.43K -15 -0.3%
HNWAG
1706
High Net Worth Advisory Group
Florida
$453K
CL
1707
CPWM LLC
Washington
$453K +$19.3K +202 +4%
AFG
1708
Affinia Financial Group
Massachusetts
$451K +$1.05K +12 +0.2%
OIA
1709
Optimum Investment Advisors
Illinois
$451K +$2.29K +24 +0.5%
EAM
1710
Empirical Asset Management
Massachusetts
$449K -$34.5K -362 -7%
GLA
1711
Good Life Advisors
Pennsylvania
$448K +$1.15K +12 +0.3%
TCOO
1712
Trust Company of Oklahoma
Oklahoma
$448K -$44.9K -471 -9%
HPWM
1713
Highland Private Wealth Management
Washington
$447K -$142K -1,485 -24%
RIA
1714
Richwood Investment Advisors
Ohio
$447K
LIM
1715
Loudon Investment Management
New Hampshire
$446K -$363K -3,807 -45%
WMP
1716
Wealth Management Partners
Arizona
$446K
GAM
1717
Grandview Asset Management
Pennsylvania
$446K +$191 +2 +0%
EFG
1718
Everhart Financial Group
Ohio
$446K +$53.4K +561 +14%
LAM
1719
Lingohr Asset Management
Germany
$445K
WMA
1720
Wealth Management Associates
New Jersey
$445K
SCFS
1721
S.C. Financial Services
Arizona
$442K +$954 +10 +0.2%
KLCM
1722
KG&L Capital Management
Louisiana
$439K -$3.81K -40 -0.9%
FWSM
1723
First Wilshire Securities Management
California
$439K
CWM
1724
Cadence Wealth Management
Massachusetts
$439K
CA
1725
CoreCap Advisors
Michigan
$438K +$163K +1,705 +59%