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CVS Health

2,354 hedge funds and large institutions have $103B invested in CVS Health in 2022 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 882 increasing their positions, 1,063 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,354
Holders Change
+25
Holders Change %
+1.07%
% of All Funds
37.25%
Holding in Top 10
113
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-20.42%
% of All Funds
1.79%
New
173
Increased
882
Reduced
1,063
Closed
120
Calls
$1.87B
Puts
$1.6B
Net Calls
+$270M
Net Calls Change
+$461M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
1851
Sterling Investment Counsel
New York
$384K +$384K +3,793 New
RIA
1852
Realta Investment Advisors
Delaware
$383K -$161K -1,590 -30%
HI
1853
Hoey Investments
Pennsylvania
$382K +$382K +3,772 New
AIA
1854
Angeles Investment Advisors
California
$381K -$174K -1,722 -31%
SFBLI
1855
Southern Farm Bureau Life Insurance
Mississippi
$380K
FNT
1856
First National Trust
Pennsylvania
$380K +$77.5K +766 +26%
SFA
1857
Semmax Financial Advisors
North Carolina
$379K -$23.2K -229 -6%
CWM
1858
Chesapeake Wealth Management
Virginia
$378K +$2.84K +28 +0.8%
PMFA
1859
Plante Moran Financial Advisors
Michigan
$377K -$20.1K -199 -5%
MCWS
1860
McKinley Carter Wealth Services
West Virginia
$376K -$20.2K -200 -5%
MA
1861
MJP Associates
Connecticut
$376K +$376K +3,711 New
NW
1862
NewEdge Wealth
Pennsylvania
$375K +$64.8K +640 +21%
CA
1863
CoreCap Advisors
Michigan
$374K -$32.7K -323 -8%
KCFA
1864
Key Client Fiduciary Advisors
New Jersey
$374K -$15.4K -152 -4%
BWG
1865
Beta Wealth Group
California
$374K +$374K +3,700 New
PP
1866
Palladium Partners
Virginia
$373K +$10.1K +100 +3%
SPP
1867
Single Point Partners
Massachusetts
$373K +$373K +3,682 New
ISWM
1868
Independent Solutions Wealth Management
New York
$372K +$27.6K +273 +8%
KWA
1869
KCS Wealth Advisory
California
$371K -$14K -138 -4%
WCG
1870
Weaver Consulting Group
California
$371K -$2.84K -28 -0.8%
GIM
1871
Groesbeck Investment Management
New Jersey
$370K
CSWG
1872
Cardinal Strategic Wealth Guidance
Kentucky
$370K
TA
1873
Tectonic Advisors
Texas
$369K +$45.8K +453 +14%
JCM
1874
J2 Capital Management
Michigan
$368K -$83.2K -822 -18%
FFMBT
1875
First Farmers & Merchants Bank Trust
Tennessee
$368K