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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 %
BWM
1901
BCS Wealth Management
Tennessee
$332K
SW
1902
SkyOak Wealth
Michigan
$332K
WCP
1903
Welch Capital Partners
New York
$331K
FBB
1904
Fulton Breakefield Broenniman
Maryland
$328K +$328K +3,522 New
AFG
1905
AFS Financial Group
Maryland
$327K +$327K +3,512 New
SF
1906
Summit Financial
New Jersey
$327K -$261K -2,800 -44%
AF
1907
Apexium Financial
Texas
$327K +$63.1K +677 +24%
OPTFSNA
1908
Old Point Trust & Financial Services N A
Virginia
$326K
WAM
1909
Wakefield Asset Management
Colorado
$326K +$1.4K +15 +0.4%
TC
1910
Truvestments Capital
Florida
$325K -$310K -3,329 -49%
FWM
1911
Finer Wealth Management
Massachusetts
$324K -$7.55K -81 -2%
MA
1912
MCF Advisors
Kentucky
$322K -$2.14K -23 -0.7%
SFG
1913
Sovereign Financial Group
Connecticut
$321K +$38.9K +417 +14%
CCFM
1914
Clear Creek Financial Management
Washington
$320K -$33.9K -364 -10%
BBWP
1915
Beacon Bridge Wealth Partners
Pennsylvania
$320K +$320K +3,435 New
JWM
1916
JGP Wealth Management
Oregon
$320K -$35.7K -383 -10%
MWPCG
1917
Measured Wealth Private Client Group
New Hampshire
$320K -$256K -2,749 -44%
PWMG
1918
Prestige Wealth Management Group
New Jersey
$319K -$298K -3,193 -48%
PTP
1919
Platform Technology Partners
New York
$319K -$4.47K -48 -1%
AMM
1920
American Money Management
California
$319K +$280 +3 +0.1%
WIC
1921
Woodmont Investment Counsel
Tennessee
$318K +$9.32K +100 +3%
SWMP
1922
Signature Wealth Management Partners
New Jersey
$318K
CG
1923
Corundum Group
Colorado
$318K
RCA
1924
Riverview Capital Advisers
Massachusetts
$318K +$1.68K +18 +0.5%
AA
1925
Alta Advisers
United Kingdom
$317K