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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 %
WA1
1926
Wimmer Associates 1
California
$327K +$47.1K +465 +17%
SSW
1927
Stone Summit Wealth
Florida
$327K +$327K +3,230 New
KA
1928
Kozak & Associates
Colorado
$326K
HHGA
1929
Halbert Hargrove Global Advisors
California
$325K -$13.9K -137 -4%
RBC
1930
Roble Belko & Company
Pennsylvania
$324K
KWM
1931
Kolinsky Wealth Management
New Jersey
$323K -$23.4K -231 -7%
RCA
1932
Riverview Capital Advisers
Massachusetts
$322K -$2.08M -20,549 -87%
RF
1933
Robbins Farley
New Hampshire
$322K -$10K -99 -3%
RG
1934
Renaissance Group
Kentucky
$322K
CBT
1935
Central Bank & Trust
Kentucky
$322K +$22.2K +219 +7%
BFA
1936
Beaumont Financial Advisors
Massachusetts
$320K -$3.64K -36 -1%
TSWM
1937
Tyler-Stone Wealth Management
Ohio
$319K -$207K -2,042 -39%
GFS
1938
GYL Financial Synergies
Connecticut
$318K -$789K -7,791 -71%
WAM
1939
WFA Asset Management
Wisconsin
$318K +$26.8K +265 +9%
AT
1940
Arvest Trust
Oklahoma
$317K -$52.3K -517 -14%
C
1941
Covestor
United Kingdom
$317K +$165K +1,634 +109%
LIA
1942
LBMC Investment Advisors
Tennessee
$316K -$2.03K -20 -0.6%
AWA
1943
Amplius Wealth Advisors
Pennsylvania
$315K +$505 +5 +0.2%
PFC
1944
Phocas Financial Corp
California
$314K
CWS
1945
Cypress Wealth Services
California
$314K +$5.77K +57 +2%
OA
1946
Operose Advisors
Wisconsin
$313K -$49.7K -491 -14%
TCM
1947
Tradewinds Capital Management
Washington
$313K -$10.3K -102 -3%
FPWM
1948
FSB Premier Wealth Management
Iowa
$311K -$17.5K -174 -5%
QP
1949
Quilter Plc
United Kingdom
$311K -$8.1K -80 -3%
BPFA
1950
Barnes Pettey Financial Advisors
Mississippi
$311K