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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 %
RP
1951
Riverwater Partners
Wisconsin
$302K -$280 -3 -0.1%
MCM
1952
Marathon Capital Management
Maryland
$301K +$5.13K +55 +2%
DTC
1953
Davidson Trust Company
Washington
$299K -$33K -354 -10%
FNC
1954
First National Corp
Massachusetts
$299K +$186 +2 +0.1%
ANBT
1955
American National Bank & Trust
Texas
$299K +$98.1K +1,053 +49%
FZCM
1956
Flynn Zito Capital Management
New York
$299K +$280 +3 +0.1%
KFA
1957
Kapstone Financial Advisors
Ohio
$298K +$298K +3,463 New
BPFA
1958
Barnes Pettey Financial Advisors
Mississippi
$298K
SIC
1959
Sterling Investment Counsel
New York
$298K -$18.9K -203 -6%
WAM
1960
WFA Asset Management
Wisconsin
$297K +$1.68K +18 +0.6%
WI
1961
WrapManager Inc
California
$297K +$297K +3,186 New
CAC
1962
Cowen and Company
New York
$296K -$497K -5,331 -63%
PA
1963
Procyon Advisors
Connecticut
$296K +$64.8K +695 +28%
FWP
1964
FAS Wealth Partners
Kansas
$295K -$64.1K -688 -18%
CPSAC
1965
Chas P. Smith & Associates (CPS)
Florida
$295K -$49K -527 -14%
CYG
1966
Clean Yield Group
Vermont
$294K +$8.39K +90 +3%
HHGA
1967
Halbert Hargrove Global Advisors
California
$293K -$60.3K -647 -17%
TSWM
1968
Tyler-Stone Wealth Management
Ohio
$292K +$15.2K +163 +5%
CB
1969
CNB Bank
Pennsylvania
$292K -$14.5K -156 -5%
CFA
1970
Compass Financial Advisors
Indiana
$290K +$16.3K +175 +6%
PFC
1971
Phocas Financial Corp
California
$289K
Massachusetts Financial Services
1972
Massachusetts Financial Services
Massachusetts
$288K -$132K -1,421 -32%
KFGK
1973
Keystone Financial Group (Kentucky)
Kentucky
$287K -$2.05K -22 -0.7%
BWP
1974
Balboa Wealth Partners
Arizona
$287K -$27.6K -296 -9%
FPWM
1975
FSB Premier Wealth Management
Iowa
$287K +$93 +1 +0%