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CVS Health

2,295 hedge funds and large institutions have $95.1B invested in CVS Health in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 952 increasing their positions, 974 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-59
Holders Change %
-2.51%
% of All Funds
38.81%
Holding in Top 10
137
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+21.24%
% of All Funds
2.32%
New
109
Increased
952
Reduced
974
Closed
141
Calls
$1.35B
Puts
$1.03B
Net Calls
+$315M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GFS
1801
GYL Financial Synergies
Connecticut
$357K +$66.3K +716 +23%
BWM
1802
BCS Wealth Management
Tennessee
$357K +$109K +1,177 +44%
PMFA
1803
Plante Moran Financial Advisors
Michigan
$356K +$10.4K +112 +3%
EWM
1804
Edge Wealth Management
New York
$355K -$2.57M -27,763 -88%
STA
1805
Summit Trail Advisors
New York
$355K +$51.9K +560 +17%
Financial Engines Advisors
1806
Financial Engines Advisors
California
$355K +$355K +3,836 New
AWM
1807
Avior Wealth Management
Nebraska
$354K -$62.9K -681 -15%
SFA
1808
Semmax Financial Advisors
North Carolina
$354K -$35.7K -343 -9%
EWS
1809
Evergreen Wealth Solutions
Pennsylvania
$354K -$15.7K -169 -4%
PAG
1810
Powers Advisory Group
Illinois
$354K +$1.58K +17 +0.4%
VA
1811
Valmark Advisers
Ohio
$354K +$99.3K +1,071 +39%
RFN
1812
Redwood Financial Network
Ohio
$353K -$1.85K -20 -0.5%
GA
1813
Geller Advisors
New York
$352K
ER
1814
Enlightenment Research
Florida
$352K +$352K +3,799 New
WAM
1815
Wakefield Asset Management
Colorado
$351K +$82.4K +889 +31%
LFA
1816
Landmark Financial Advisors
Kentucky
$350K -$1.85K -20 -0.5%
MA
1817
MJP Associates
Connecticut
$350K +$6.57K +71 +2%
MCWS
1818
McKinley Carter Wealth Services
West Virginia
$349K +$4.45K +48 +1%
BFA
1819
Beaumont Financial Advisors
Massachusetts
$349K +$56.4K +609 +19%
SPP
1820
Single Point Partners
Massachusetts
$348K +$7.22K +78 +2%
JCM
1821
J2 Capital Management
Michigan
$348K +$11K +119 +3%
SFBLI
1822
Southern Farm Bureau Life Insurance
Mississippi
$347K
CB
1823
CNB Bank
Pennsylvania
$346K -$27K -291 -7%
SFO
1824
Stokes Family Office
Louisiana
$344K -$15.8K -170 -4%
CBFP
1825
Cedar Brook Financial Partners
Ohio
$343K -$14.7K -159 -4%