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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 %
HI
1776
Hoey Investments
Pennsylvania
$418K -$126K -1,348 -23%
FAG
1777
Fortitude Advisory Group
Washington
$417K +$280 +3 +0.1%
HR
1778
Howe & Rusling
New York
$417K +$13.9K +149 +3%
SCA
1779
St. Clair Advisors
Ohio
$416K +$416K +4,468 New
PFBT
1780
Parkside Financial Bank & Trust
Missouri
$416K +$28K +300 +7%
JCM
1781
Jag Capital Management
Missouri
$415K -$59.2K -635 -12%
DBT
1782
Dubuque Bank & Trust
Iowa
$415K -$33.3K -358 -7%
JCM
1783
Janney Capital Management
Pennsylvania
$414K +$132K +1,411 +47%
CFO
1784
CVA Family Office
Colorado
$414K -$9.32K -100 -2%
WMA
1785
Wealth Management Associates
New Jersey
$413K -$21K -225 -5%
Wealth Enhancement Advisory Services
1786
Wealth Enhancement Advisory Services
Minnesota
$413K -$14.9K -171 -3%
OCM
1787
One Capital Management
California
$413K -$14.4K -155 -3%
WAG
1788
Winthrop Advisory Group
Massachusetts
$412K +$32.8K +352 +9%
OLVIG
1789
Oliver Lagore Vanvalin Investment Group
Michigan
$412K -$74.2K -796 -15%
MA
1790
MJP Associates
Connecticut
$411K +$8.48K +91 +2%
CA
1791
Calton & Associates
Florida
$411K +$131K +1,411 +47%
RB
1792
Rodgers Brothers
Pennsylvania
$409K
CPSC
1793
Carl P. Sherr & Co
Massachusetts
$407K -$81.1K -870 -17%
KOCAA
1794
Knights of Columbus Asset Advisors
Connecticut
$407K +$41.1K +441 +11%
PA
1795
PFG Advisors
Arizona
$402K +$145K +1,553 +56%
SWA
1796
Sutton Wealth Advisors
Florida
$401K +$9.04K +97 +2%
AWM
1797
Avior Wealth Management
Nebraska
$400K +$33.2K +356 +9%
TA
1798
Tectonic Advisors
Texas
$399K +$25.1K +269 +7%
LIM
1799
Loudon Investment Management
New Hampshire
$399K -$37.3K -400 -9%
TF
1800
TimeScale Financial
Massachusetts
$398K +$95 +1 +0%