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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 %
SXL
1726
Summit X LLC
Missouri
$463K -$7.7K -83 -2%
GBT
1727
Grove Bank & Trust
Florida
$462K +$4.19K +45 +0.9%
Bank Julius Baer & Co
1728
Bank Julius Baer & Co
Switzerland
$462K +$248K +2,661 +116%
UAML
1729
US Asset Management LLC
Pennsylvania
$462K +$462K +4,961 New
RFG
1730
RFP Financial Group
Georgia
$461K +$461K +4,946 New
RCG
1731
Regatta Capital Group
California
$460K +$87.7K +941 +24%
BFG
1732
Beacon Financial Group
Texas
$459K +$277 +3 +0.1%
SFA
1733
Souders Financial Advisors
Ohio
$458K -$14K -150 -3%
CCM
1734
Chickasaw Capital Management
Tennessee
$458K
WCG
1735
Weaver Consulting Group
California
$457K +$50.5K +542 +12%
EGA
1736
E&G Advisors
Texas
$455K +$932 +10 +0.2%
HNWAG
1737
High Net Worth Advisory Group
Florida
$455K +$11.6K +125 +3%
CWP
1738
Concord Wealth Partners
Virginia
$454K -$13K -139 -3%
FIBT
1739
First International Bank & Trust
North Dakota
$453K -$76.9K -826 -15%
GIA
1740
Guyasuta Investment Advisors
Pennsylvania
$453K -$14.6K -157 -3%
OWM
1741
OneAscent Wealth Management
Alabama
$451K -$8.29K -89 -2%
BFA
1742
Bragg Financial Advisors
North Carolina
$451K +$7.92K +85 +2%
RIA
1743
Richwood Investment Advisors
Ohio
$451K +$14K +150 +3%
SOS
1744
Silver Oak Securities
Tennessee
$449K +$234K +2,514 +109%
KA
1745
Kozak & Associates
Colorado
$448K +$838 +9 +0.2%
CL
1746
Choreo LLC
Illinois
$447K +$54.4K +585 +14%
RGF
1747
Retirement Guys Formula
Ohio
$447K +$57.2K +614 +15%
GWS
1748
Glassman Wealth Services
Virginia
$446K -$198K -2,128 -31%
BFA
1749
Benedict Financial Advisors
Georgia
$446K +$3.26K +35 +0.7%
LFASL
1750
Lugano Financial Advisors SA (LFA)
Switzerland
$445K -$414K -4,443 -48%