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CVS Health

2,312 hedge funds and large institutions have $98.4B invested in CVS Health in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,024 increasing their positions, 903 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,312
Holders Change
+17
Holders Change %
+0.74%
% of All Funds
39.98%
Holding in Top 10
169
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.36%
% of All Funds
2.92%
New
142
Increased
1,024
Reduced
903
Closed
89
Calls
$1.57B
Puts
$1.14B
Net Calls
+$432M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
1851
Finer Wealth Management
Massachusetts
$339K -$2.58K -27 -0.8%
SW
1852
SkyOak Wealth
Michigan
$339K
WCP
1853
Welch Capital Partners
New York
$339K
RC
1854
Roundview Capital
New Jersey
$338K -$1.63M -17,119 -83%
KWM
1855
Kolinsky Wealth Management
New Jersey
$338K +$3.63K +38 +1%
DS
1856
DRW Securities
Illinois
$338K +$338K +3,548 New
JWM
1857
JGP Wealth Management
Oregon
$337K +$55.3K +626 +20%
HCA
1858
Heck Capital Advisors
Wisconsin
$336K +$5.72K +60 +2%
ECM
1859
Exchange Capital Management
Michigan
$334K -$15.6K -163 -4%
OPTFSNA
1860
Old Point Trust & Financial Services N A
Virginia
$334K
SFS
1861
Stiles Financial Services
Minnesota
$334K +$334K +3,497 New
AAM
1862
AMI Asset Management
California
$334K +$334K +3,505 New
OFS
1863
OneAscent Financial Services
Alabama
$333K -$81.9K -860 -20%
QCIG
1864
Quad-Cities Investment Group
Iowa
$333K -$75.3K -790 -18%
WAM
1865
Wakefield Asset Management
Colorado
$332K -$28.9K -303 -8%
MA
1866
MCF Advisors
Kentucky
$332K +$2.19K +23 +0.7%
PTP
1867
Platform Technology Partners
New York
$331K +$331K +3,469 New
BAM
1868
Berkshire Asset Management
Pennsylvania
$328K +$857 +9 +0.3%
ETIA
1869
Epic Trust Investment Advisors
Washington
$328K +$120K +1,265 +58%
IIM
1870
Ipswich Investment Management
Massachusetts
$327K -$95 -1 -0%
AMM
1871
American Money Management
California
$326K +$191 +2 +0.1%
CG
1872
Corundum Group
Colorado
$326K +$326K +3,417 New
KCFA
1873
Key Client Fiduciary Advisors
New Jersey
$325K -$46.9K -491 -13%
SWMP
1874
Signature Wealth Management Partners
New Jersey
$325K -$2.86K -30 -0.9%
SIC
1875
Sterling Investment Counsel
New York
$324K -$18.3K -192 -5%