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CVS Health

2,295 hedge funds and large institutions have $95.1B invested in CVS Health in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 952 increasing their positions, 974 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-59
Holders Change %
-2.51%
% of All Funds
38.81%
Holding in Top 10
137
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+21.24%
% of All Funds
2.32%
New
109
Increased
952
Reduced
974
Closed
141
Calls
$1.35B
Puts
$1.03B
Net Calls
+$315M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WAS
1951
Wealth Advisory Solutions
Indiana
$269K -$85.3K -922 -24%
EWA
1952
EverSource Wealth Advisors
Alabama
$269K +$77.6K +837 +41%
JLBC
1953
J.L. Bainbridge & Co
Florida
$268K -$43.4M -468,616 -99%
CA
1954
CoreCap Advisors
Michigan
$268K -$74.7K -805 -22%
UBV
1955
United Bank (Virginia)
Virginia
$268K
PPWM
1956
PFG Private Wealth Management
Florida
$266K -$66K -711 -20%
RG
1957
Renaissance Group
Kentucky
$266K -$28.9K -312 -10%
WTFG
1958
Wells Trecaso Financial Group
Ohio
$266K -$9.28K -100 -3%
WMA
1959
West Michigan Advisors
Michigan
$266K +$3.52K +38 +1%
JWM
1960
Jeppson Wealth Management
California
$266K +$22.7K +245 +9%
HWA
1961
HHM Wealth Advisors
Tennessee
$266K +$42.5K +458 +19%
DA
1962
Drake & Associates
Wisconsin
$266K +$266K +2,866 New
LFA
1963
Legacy Financial Advisors
Kentucky
$265K -$42.8K -463 -14%
LB
1964
Legacy Bridge
Iowa
$265K
SIM
1965
SSI Investment Management
California
$264K
CNWM
1966
Clay Northam Wealth Management
California
$264K
P
1967
&Partners
Tennessee
$263K +$53.3K +576 +25%
EMFAT
1968
Emerald Mutual Fund Advisers Trust
Pennsylvania
$261K +$122K +1,313 +87%
BSB
1969
Bangor Savings Bank
Maine
$260K +$24.8K +268 +11%
WIC
1970
Woodmont Investment Counsel
Tennessee
$259K
SGCA
1971
Steel Grove Capital Advisors
Tennessee
$259K
SG
1972
Swarthmore Group
Pennsylvania
$258K -$3.36M -36,287 -93%
VIM
1973
Vancity Investment Management
British Columbia, Canada
$258K -$2.48M -26,789 -91%
RE
1974
RBC Europe
United Kingdom
$258K
TC
1975
Trilogy Capital
California
$258K +$49K +529 +23%