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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 %
CFS
1751
Capital Financial Services
New York
$443K -$50.3K -540 -10%
Loomis, Sayles & Company
1752
Loomis, Sayles & Company
Massachusetts
$442K +$192K +2,061 +77%
OIA
1753
Optimum Investment Advisors
Illinois
$440K
JIC
1754
Joel Isaacson & Co
New York
$439K +$11.6K +124 +3%
TCOO
1755
Trust Company of Oklahoma
Oklahoma
$437K
CC
1756
Cannell & Co
New York
$437K -$18.6K -200 -4%
WWM
1757
Windsor Wealth Management
Indiana
$436K -$732 -8 -0.2%
GAM
1758
Grandview Asset Management
Pennsylvania
$436K +$93 +1 +0%
GLA
1759
Good Life Advisors
Pennsylvania
$436K -$1.77K -19 -0.4%
LAM
1760
Lingohr Asset Management
Germany
$435K
PCP
1761
Proficio Capital Partners
Massachusetts
$433K +$41.5K +441 +11%
DDC
1762
DF Dent & Co
Maryland
$431K -$15.8K -170 -4%
SP
1763
Successful Portfolios
Florida
$430K +$6.43K +69 +2%
KLCM
1764
KG&L Capital Management
Louisiana
$430K +$839 +9 +0.2%
FWSM
1765
First Wilshire Securities Management
California
$429K
CWM
1766
Cadence Wealth Management
Massachusetts
$429K
MCP
1767
Mirador Capital Partners
California
$429K +$2.98K +32 +0.7%
BMWM
1768
Brown Miller Wealth Management
Virginia
$426K +$466 +5 +0.1%
LIA
1769
Luken Investment Analytics
Tennessee
$425K +$425K +4,564 New
CWM
1770
Centurion Wealth Management
Virginia
$425K +$425K +4,562 New
JSW
1771
Journey Strategic Wealth
New Jersey
$424K +$34.9K +374 +9%
RWP
1772
Revolve Wealth Partners
New Jersey
$423K -$59.4K -637 -12%
CFP
1773
Catalyst Financial Partners
Massachusetts
$422K +$422K +4,530 New
AWM
1774
Accurate Wealth Management
Florida
$422K +$33.1K +365 +9%
BWG
1775
Beta Wealth Group
California
$419K +$28K +300 +7%