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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 %
EP
1751
Edgestream Partners
New Jersey
$404K -$1.52M -15,895 -79%
BWP
1752
BSW Wealth Partners
Colorado
$404K -$130K -1,361 -24%
IIM
1753
InTrack Investment Management
Vermont
$403K -$101K -1,055 -20%
CL
1754
Choreo LLC
Illinois
$403K -$2.29K -24 -0.6%
SFO
1755
Stokes Family Office
Louisiana
$403K +$49.2K +516 +14%
ATWA
1756
Arbor Trust Wealth Advisors
Michigan
$402K +$286 +3 +0.1%
SWA
1757
Sutton Wealth Advisors
Florida
$401K +$2.58K +27 +0.6%
FPCG
1758
Forum Private Client Group
Indiana
$401K +$954 +10 +0.2%
BWG
1759
Beta Wealth Group
California
$400K +$19K +200 +5%
MHIC
1760
Marble Harbor Investment Counsel
Massachusetts
$399K
RGF
1761
Retirement Guys Formula
Ohio
$399K +$59K +619 +17%
PCP
1762
Proficio Capital Partners
Massachusetts
$398K +$8.13K +85 +2%
TF
1763
TimeScale Financial
Massachusetts
$398K +$16.7K +175 +4%
JSW
1764
Journey Strategic Wealth
New Jersey
$398K +$180K +1,889 +83%
PFBT
1765
Parkside Financial Bank & Trust
Missouri
$397K +$29.6K +310 +8%
IP
1766
Investment Partners
Ohio
$397K +$397K +4,165 New
FNBSF
1767
First National Bank Sioux Falls
South Dakota
$396K
TA
1768
TFG Advisers
Michigan
$395K +$5.91K +62 +2%
NLP
1769
Next Level Private
New York
$395K +$123K +1,228 +45%
SFM
1770
Signet Financial Management
New Jersey
$394K -$10.2K -107 -3%
LIA
1771
LBMC Investment Advisors
Tennessee
$393K
LSC
1772
Lesa Sroufe & Co
Washington
$393K +$393K +4,125 New
ONST
1773
Old North State Trust
North Carolina
$392K +$392K +4,105 +102,625%
CBFP
1774
Cedar Brook Financial Partners
Ohio
$391K +$38.6K +405 +11%
LRPA
1775
L. Roy Papp & Associates
Arizona
$391K