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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 %
EF
1826
Empowered Funds
Pennsylvania
$385K +$385K +4,129 New
RPWA
1827
Regent Peak Wealth Advisors
Georgia
$385K +$2.52K +27 +0.7%
LSC
1828
Lesa Sroufe & Co
Washington
$384K
GA
1829
Geller Advisors
New York
$383K +$28.8K +309 +8%
BWP
1830
BSW Wealth Partners
Colorado
$382K -$13.2K -142 -3%
RCM
1831
RB Capital Management
Nevada
$378K +$14.8K +159 +4%
STA
1832
Summit Trail Advisors
New York
$378K -$85.3K -915 -18%
SFM
1833
Signet Financial Management
New Jersey
$376K -$8.85K -95 -2%
APWM
1834
Atlas Private Wealth Management
New York
$375K -$466 -5 -0.1%
LFA
1835
Legacy Financial Advisors
Kentucky
$375K -$1.31K -14 -0.3%
LRPA
1836
L. Roy Papp & Associates
Arizona
$374K -$7.46K -80 -2%
IUHSA
1837
Itau Unibanco Holding S.A.
Brazil
$374K +$374K +4,006 New
CSB
1838
City State Bank
Iowa
$373K -$102K -1,100 -22%
AAMC
1839
Asset Allocation & Management Company
Illinois
$373K
OC
1840
Oakworth Capital
Alabama
$373K -$5.31K -57 -1%
SFG
1841
SevenBridge Financial Group
Pennsylvania
$373K +$9.32K +100 +3%
FC
1842
Fulcrum Capital
Washington
$373K
LFA
1843
Landmark Financial Advisors
Kentucky
$372K +$14.4K +155 +4%
WG
1844
Welch Group
Alabama
$371K -$47.3K -508 -11%
GSIAS
1845
Garden State Investment Advisory Services
New Jersey
$370K +$370K +3,970 New
VAM
1846
Verity Asset Management
North Carolina
$368K +$161K +1,731 +78%
AMIM
1847
Aull & Monroe Investment Management
Alabama
$368K
WA
1848
Waverly Advisors
Alabama
$367K -$5.22K -56 -1%
IAA
1849
Independent Advisor Alliance
North Carolina
$367K -$6.34K -1,395 -2%
ECG
1850
Edge Capital Group
Georgia
$365K -$93 -1 -0%