CVS icon

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 %
SSWM
1701
Strait & Sound Wealth Management
California
$481K +$481K +5,379 New
IIM
1702
InTrack Investment Management
Vermont
$480K +$86K +923 +22%
PFA
1703
Petra Financial Advisors
Colorado
$479K +$479K +5,139 New
IAS
1704
Insigneo Advisory Services
Florida
$478K +$478K +5,129 New
RFA
1705
Resurgent Financial Advisors
Georgia
$476K -$573K -6,150 -55%
IAG
1706
Ipsen Advisor Group
Arkansas
$476K +$476K +5,104 New
FA
1707
Fortis Advisors
Pennsylvania
$475K
CWP
1708
Cyndeo Wealth Partners
Florida
$475K +$475K +5,100 New
BHB
1709
Bank Hapoalim BM
Israel
$475K -$33.6K -360 -7%
IWA
1710
Intercontinental Wealth Advisors
Texas
$474K +$9.41K +101 +2%
EFSCE
1711
Enterprise Financial Services Corp (EFSC)
Missouri
$473K -$15K -161 -3%
MS
1712
Madden Securities
Texas
$473K -$5.5K -59 -1%
SCFS
1713
S.C. Financial Services
Arizona
$473K +$40.9K +439 +9%
LA
1714
LexAurum Advisors
Kansas
$471K +$9.69K +104 +2%
MC
1715
Machina Capital
France
$470K +$203K +2,175 +76%
NCM
1716
NCM Capital Management
New Jersey
$469K -$9.32K -100 -2%
SMA
1717
Sage Mountain Advisors
Georgia
$469K -$58.2K -624 -11%
AFG
1718
Affinia Financial Group
Massachusetts
$468K +$2.63K +29 +0.6%
CG
1719
Clifford Group
Massachusetts
$468K +$468K +5,024 New
SCM
1720
Sterneck Capital Management
Missouri
$466K
SOW
1721
State of Wyoming
Wyoming
$465K +$123K +1,318 +36%
CCA
1722
Childress Capital Advisors
Texas
$464K -$28.1K -301 -6%
NW
1723
Naviter Wealth
Arkansas
$464K -$109K -1,258 -19%
CG
1724
Cutler Group
California
$464K -$564K -6,062 -55%
MWM
1725
Modera Wealth Management
New Jersey
$464K -$39.6K -425 -8%