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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 %
CCMG
1801
Clark Capital Management Group
Pennsylvania
$398K +$398K +4,272 New
GFS
1802
GYL Financial Synergies
Connecticut
$398K +$38.7K +415 +11%
PIA
1803
Perennial Investment Advisors
California
$398K +$55.8K +599 +16%
HC
1804
Hamilton Capital
Ohio
$397K +$18.9K +203 +5%
AFP
1805
Ausdal Financial Partners
Iowa
$397K -$23.6K -253 -6%
NF
1806
Norwood Financial
Pennsylvania
$397K -$466 -5 -0.1%
CBFP
1807
Cedar Brook Financial Partners
Ohio
$397K +$14.4K +154 +4%
CIG
1808
Cascade Investment Group
Colorado
$397K +$397K +4,256 New
ABLA
1809
Alan B. Lancz & Associates
Ohio
$394K
SWA
1810
Sax Wealth Advisors
New Jersey
$393K +$92.5K +993 +31%
WMP
1811
Wealth Management Partners
Arizona
$393K -$98.2K -1,000 -20%
JCM
1812
J2 Capital Management
Michigan
$392K +$19.2K +206 +5%
RWPA
1813
Richard W. Paul & Associates
Michigan
$392K +$392K +4,203 New
FPCG
1814
Forum Private Client Group
Indiana
$391K -$280 -3 -0.1%
FL
1815
Fort LP
Maryland
$391K -$120K -1,292 -24%
GA
1816
GraniteShares Advisors
New York
$390K -$64K -687 -14%
MHIC
1817
Marble Harbor Investment Counsel
Massachusetts
$390K
PWMAG
1818
Pinnacle Wealth Management Advisory Group
New Jersey
$390K -$194K -2,077 -33%
KCFA
1819
Key Client Fiduciary Advisors
New Jersey
$389K +$71.9K +772 +23%
VA
1820
Valmark Advisers
Ohio
$388K +$26.9K +289 +7%
ATWA
1821
Arbor Trust Wealth Advisors
Michigan
$388K -$4.66K -50 -1%
TA
1822
TFG Advisers
Michigan
$388K +$1.49K +16 +0.4%
EAM
1823
Empirical Asset Management
Massachusetts
$387K +$222K +6,336 +135%
CA
1824
Corrado Advisors
New Jersey
$386K +$386K +4,145 New
OA
1825
Operose Advisors
Wisconsin
$385K +$97K +1,041 +34%