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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 %
NIC
1876
Northwest Investment Counselors
Oregon
$347K -$419K -4,491 -55%
PAM
1877
Private Asset Management
California
$347K +$65.3K +701 +23%
IFU
1878
iSAM Funds (UK)
United Kingdom
$346K +$346K +3,710 New
TNAM
1879
Terra Nova Asset Management
New York
$344K -$26.8K -288 -7%
SWM
1880
Seed Wealth Management
Illinois
$344K +$344K +3,690 New
ISWM
1881
Independent Solutions Wealth Management
New York
$341K +$93 +1 +0%
I2I
1882
Insight 2811 Inc
Illinois
$340K -$36.9K -396 -10%
PCM
1883
Pointe Capital Management
Michigan
$340K -$19.1K -205 -5%
LC
1884
LCNB Corp
Ohio
$340K -$24.7K -265 -7%
CSWG
1885
Cardinal Strategic Wealth Guidance
Kentucky
$339K
SPP
1886
Single Point Partners
Massachusetts
$339K -$2.42K -26 -0.7%
TFM
1887
TFC Financial Management
Massachusetts
$338K +$1.31K +14 +0.4%
FBA
1888
Front Barnett Associates
Illinois
$338K
AL
1889
Aspiriant LLC
California
$337K +$24.2K +260 +8%
EA
1890
Emerald Advisers
Pennsylvania
$337K -$538K -5,770 -61%
NAM
1891
NTV Asset Management
West Virginia
$337K +$2.7K +29 +0.8%
ACM
1892
Acrisure Capital Management
Texas
$334K +$334K +3,586 New
EFM
1893
E Fund Management
China
$334K -$33.1K -355 -9%
CPA
1894
Cardiff Park Advisors
California
$334K -$3.73K -40 -1%
RFN
1895
Redwood Financial Network
Ohio
$333K +$373 +4 +0.1%
HCA
1896
Heck Capital Advisors
Wisconsin
$333K +$4.75K +51 +1%
MCM
1897
Magnolia Capital Management
New York
$333K
MTC
1898
McDaniel Terry & Co
Texas
$333K +$54K +579 +19%
MCWS
1899
McKinley Carter Wealth Services
West Virginia
$333K -$13.4K -144 -4%
FWTB
1900
First Western Trust Bank
Colorado
$332K +$45K +483 +16%