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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 %
RPWA
1776
Regent Peak Wealth Advisors
Georgia
$391K +$10.5K +110 +3%
AWM
1777
Accurate Wealth Management
Florida
$389K +$150K +1,654 +63%
WAG
1778
Winthrop Advisory Group
Massachusetts
$388K -$763 -8 -0.2%
HC
1779
Hamilton Capital
Ohio
$387K -$38.2K -401 -9%
OC
1780
Oakworth Capital
Alabama
$387K -$8.39K -88 -2%
LCS
1781
Levin Capital Strategies
New York
$387K
LCM
1782
Leisure Capital Management
California
$386K +$1.81K +19 +0.5%
I2I
1783
Insight 2811 Inc
Illinois
$386K +$2.86K +30 +0.7%
BFA
1784
Beaumont Financial Advisors
Massachusetts
$386K +$26.3K +276 +7%
LFA
1785
Legacy Financial Advisors
Kentucky
$385K +$112K +1,174 +41%
APWM
1786
Atlas Private Wealth Management
New York
$384K -$12.1K -127 -3%
SFG
1787
Sather Financial Group
Texas
$383K -$36.6K -384 -9%
TA
1788
Tectonic Advisors
Texas
$383K +$2.48K +26 +0.7%
BBA
1789
Baader Bank Aktiengesellschaft
Germany
$382K +$119K +1,250 +45%
JCM
1790
J2 Capital Management
Michigan
$382K +$23.7K +248 +7%
AAMC
1791
Asset Allocation & Management Company
Illinois
$381K
FC
1792
Fulcrum Capital
Washington
$381K
WA
1793
Waverly Advisors
Alabama
$381K +$13.1K +137 +4%
TNAM
1794
Terra Nova Asset Management
New York
$380K -$11.6K -121 -3%
CBT
1795
Central Bank & Trust
Kentucky
$378K +$29.1K +305 +8%
BWM
1796
Baystate Wealth Management
Massachusetts
$377K +$1.53K +16 +0.4%
AMIM
1797
Aull & Monroe Investment Management
Alabama
$376K -$953 -10 -0.3%
AA
1798
Advisory Alpha
Michigan
$375K +$7.05K +74 +2%
AWM
1799
Avior Wealth Management
Nebraska
$375K +$10.2K +107 +3%
EFM
1800
E Fund Management
China
$375K +$25.7K +270 +7%