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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 %
JIC
1726
Joel Isaacson & Co
New York
$437K +$100K +1,054 +30%
MCP
1727
Mirador Capital Partners
California
$436K -$10K -105 -2%
OCM
1728
One Capital Management
California
$436K +$7.99K +84 +2%
BMWM
1729
Brown Miller Wealth Management
Virginia
$435K +$477 +5 +0.1%
WIP
1730
WealthCare Investment Partners
Rhode Island
$435K +$63.5K +666 +17%
Wealth Enhancement Advisory Services
1731
Wealth Enhancement Advisory Services
Minnesota
$434K -$4.56M -51,627 -91%
SP
1732
Successful Portfolios
Florida
$433K -$35.3K -371 -8%
CFO
1733
CVA Family Office
Colorado
$433K +$203K +2,125 +88%
PVH
1734
Psagot Value Holdings
Israel
$433K +$205K +2,149 +90%
AFP
1735
Ausdal Financial Partners
Iowa
$431K +$8.97K +94 +2%
Massachusetts Financial Services
1736
Massachusetts Financial Services
Massachusetts
$430K -$1.44M -15,096 -77%
WG
1737
Welch Group
Alabama
$428K +$24.3K +255 +6%
FAG
1738
Fortitude Advisory Group
Washington
$427K -$4.39K -46 -1%
DWM
1739
Defined Wealth Management
Oregon
$427K
KA
1740
Kozak & Associates
Colorado
$425K +$147K +1,664 +53%
WWM
1741
Windsor Wealth Management
Indiana
$421K -$21.7K -246 -5%
SDWMA
1742
Schneider Downs Wealth Management Advisors
Pennsylvania
$420K -$11.7K -123 -3%
RB
1743
Rodgers Brothers
Pennsylvania
$418K -$21.9K -230 -5%
ABLA
1744
Alan B. Lancz & Associates
Ohio
$418K
WCG
1745
Weaver Consulting Group
California
$416K +$75.9K +795 +22%
LJAC
1746
L.J. Altfest & Co
New York
$412K +$11.8K +124 +3%
MA
1747
MJP Associates
Connecticut
$412K +$51.3K +538 +14%
HR
1748
Howe & Rusling
New York
$412K +$127K +1,337 +45%
NC
1749
NinePointTwo Capital
California
$407K -$84.8K -890 -17%
NF
1750
Norwood Financial
Pennsylvania
$407K +$2.39K +25 +0.6%