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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 %
SSW
1926
Stone Summit Wealth
Florida
$293K
FPWM
1927
FSB Premier Wealth Management
Iowa
$293K +$1.05K +11 +0.4%
CYG
1928
Clean Yield Group
Vermont
$292K
TIA
1929
Tiemann Investment Advisors
California
$291K -$118K -1,235 -29%
RG
1930
Rathbones Group
United Kingdom
$291K -$21.9K -230 -7%
LGA
1931
Lebenthal Global Advisors
New York
$290K -$6.75K -71 -2%
KA
1932
Klingman & Associates
New York
$290K +$7.45K +78 +3%
HIIFS
1933
Harel Insurance Investments & Financial Services
Israel
$290K +$261K +2,700 +900%
SFG
1934
Sovereign Financial Group
Connecticut
$289K +$1.53K +16 +0.5%
JCM
1935
Janney Capital Management
Pennsylvania
$289K +$289K +3,027 New
WTA
1936
Washington Trust Advisors
Massachusetts
$288K -$14.9K -156 -5%
AIM
1937
Acropolis Investment Management
Missouri
$288K -$2.58K -27 -0.9%
HS
1938
Horan Securities
United States
$288K +$6.67K +70 +2%
PAM
1939
Private Asset Management
California
$288K +$28.7K +301 +11%
JG
1940
Jefferies Group
New York
$288K -$405K -4,250 -58%
WMA
1941
West Michigan Advisors
Michigan
$287K +$12.6K +132 +5%
RBC
1942
Roble Belko & Company
Pennsylvania
$286K
GCIA
1943
Gabelli & Co Investment Advisers
New York
$286K
APIM
1944
Agate Pass Investment Management
Washington
$286K
AWA
1945
Amplius Wealth Advisors
Pennsylvania
$286K +$3.05K +32 +1%
CA
1946
Calton & Associates
Florida
$285K -$32.8K -345 -10%
MTC
1947
McDaniel Terry & Co
Texas
$285K
NIM
1948
NuWave Investment Management
New Jersey
$284K -$211K -2,217 -43%
CAM
1949
Congress Asset Management
Massachusetts
$284K -$28.6K -300 -9%
TSWM
1950
Tyler-Stone Wealth Management
Ohio
$283K -$9.35K -98 -3%