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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 %
TC
1851
Trilogy Capital
California
$364K +$50K +536 +16%
LIA
1852
LBMC Investment Advisors
Tennessee
$363K -$20.5K -220 -5%
CBT
1853
Central Bank & Trust
Kentucky
$363K -$5.96K -64 -2%
BOS
1854
Bank of Stockton
California
$363K
TTWM
1855
TCV Trust & Wealth Management
Virginia
$362K +$362K +3,888 New
NLP
1856
Next Level Private
New York
$359K
BFA
1857
Beaumont Financial Advisors
Massachusetts
$358K -$18.8K -202 -5%
ONST
1858
Old North State Trust
North Carolina
$358K -$24.5K -263 -6%
KMWM
1859
Keudell/Morrison Wealth Management
Oregon
$358K +$6.15K +66 +2%
MSWM
1860
McGlone Suttner Wealth Management
Wisconsin
$356K +$356K +3,823 New
SFS
1861
Stiles Financial Services
Minnesota
$356K +$29.7K +319 +9%
LCM
1862
Leisure Capital Management
California
$355K -$22.3K -239 -6%
CF
1863
Corrigan Financial
Rhode Island
$354K +$16.3K +175 +5%
KWM
1864
Kolinsky Wealth Management
New Jersey
$354K +$24K +257 +7%
EWM
1865
Edge Wealth Management
New York
$354K
PAG
1866
Powers Advisory Group
Illinois
$352K +$1.49K +16 +0.4%
SFO
1867
Stokes Family Office
Louisiana
$352K -$41.9K -450 -11%
PCOC
1868
Power Corp of Canada
Canada
$352K
SFG
1869
Sather Financial Group
Texas
$350K -$24.1K -259 -6%
QCIG
1870
Quad-Cities Investment Group
Iowa
$349K +$23.8K +255 +7%
WA
1871
Wealth Architects
California
$349K -$11.6K -124 -3%
HSG
1872
Helen Stephens Group
Texas
$348K -$15.8K -170 -4%
RDWM
1873
Red Door Wealth Management
Tennessee
$348K +$71.7K +770 +26%
FNBSF
1874
First National Bank Sioux Falls
South Dakota
$348K -$39.6K -425 -10%
PMFA
1875
Plante Moran Financial Advisors
Michigan
$347K -$9.04K -97 -3%