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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 %
IIM
1926
Ipswich Investment Management
Massachusetts
$316K -$3.36K -36 -1%
WP
1927
Westmount Partners
California
$316K +$316K +3,386 New
KA
1928
Klingman & Associates
New York
$314K +$31.1K +334 +11%
AC
1929
Apella Capital
Connecticut
$314K +$15.5K +166 +5%
DWM
1930
Defined Wealth Management
Oregon
$314K -$103K -1,110 -25%
CPIA
1931
Cornell Pochily Investment Advisors
New York
$313K +$99.9K +1,072 +47%
RC
1932
Roundview Capital
New Jersey
$313K -$17.1K -184 -5%
TLFA
1933
True Link Financial Advisors
California
$312K
SIG
1934
Spinnaker Investment Group
California
$311K +$3.17K +34 +1%
LGA
1935
Lebenthal Global Advisors
New York
$310K +$26.1K +280 +9%
CMS
1936
Capital Market Strategies
Florida
$309K +$8.95K +96 +3%
IPW
1937
Invictus Private Wealth
Colorado
$309K +$309K +3,315 New
IGWM
1938
ICA Group Wealth Management
Colorado
$309K -$368K -3,950 -54%
AA
1939
Addison Advisors
Vermont
$308K -$24.2K -260 -7%
CGA
1940
Crescent Grove Advisors
Illinois
$308K +$113K +1,210 +58%
OHIS
1941
Oak Harvest Investment Services
Texas
$308K +$99.5K +1,068 +48%
RWP
1942
RWA Wealth Partners
Massachusetts
$308K +$13.4K +149 +5%
ACM
1943
Alethea Capital Management
Washington
$308K
CFAM
1944
Center For Asset Management
Florida
$307K +$93.1K +999 +44%
FCP
1945
Fidelis Capital Partners
Florida
$306K +$306K +3,350 New
GIM
1946
Groesbeck Investment Management
New Jersey
$306K
MIM
1947
Morningstar Investment Management
Illinois
$306K +$306K +3,279 New
IAP
1948
Indie Asset Partners
Indiana
$305K +$93 +1 +0%
QL
1949
Quarry LP
New York
$304K +$304K +3,261 New
PB
1950
Pinnacle Bancorp
Nebraska
$303K +$56.3K +603 +23%