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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 %
APIM
1976
Agate Pass Investment Management
Washington
$297K
CFA
1977
Compass Financial Advisors
Indiana
$297K +$20.3K +201 +7%
VAFP
1978
Vahanian & Associates Financial Planning
New York
$295K -$434K -4,283 -60%
AA
1979
ALPS Advisors
Colorado
$295K -$91.9K -909 -24%
MAM
1980
Martingale Asset Management
Massachusetts
$295K +$20.8K +205 +8%
UBV
1981
United Bank (Virginia)
Virginia
$293K -$309K -3,050 -51%
WAM
1982
Wakefield Asset Management
Colorado
$293K -$27.8K -275 -9%
ETIA
1983
Epic Trust Investment Advisors
Washington
$293K +$293K +2,887 New
TPA
1984
Trivium Point Advisory
Connecticut
$292K -$10.8K -106 -4%
EFG
1985
Everhart Financial Group
Ohio
$292K +$292K +2,887 New
HCM
1986
Hengehold Capital Management
Ohio
$291K -$17.2K -170 -6%
LB
1987
Legacy Bridge
Iowa
$290K -$44.5K -440 -13%
PCMC
1988
Paragon Capital Management (Colorado)
Colorado
$290K -$23.8K -235 -8%
CCG
1989
Chatham Capital Group
Georgia
$290K -$7.59K -75 -3%
BCMO
1990
Buckingham Capital Management (Ohio)
Ohio
$288K -$764K -7,554 -73%
FIBT
1991
First International Bank & Trust
North Dakota
$288K -$88.4K -872 -23%
CNWM
1992
Clay Northam Wealth Management
California
$288K -$5.06K -50 -2%
SIM
1993
SSI Investment Management
California
$287K -$2.75K -27 -0.9%
WMA
1994
West Michigan Advisors
Michigan
$287K +$44.5K +440 +18%
CFO
1995
CVA Family Office
Colorado
$287K +$76.9K +760 +37%
W
1996
WealthOne
New York
$287K +$287K +2,837 New
AA
1997
Argent Advisors
Louisiana
$286K -$45.5K -450 -14%
AL
1998
Aspiriant LLC
California
$286K +$71.9K +708 +34%
MCM
1999
McRae Capital Management
New Jersey
$285K
TCMP
2000
Thrive Capital Management (Pennsylvania)
Pennsylvania
$283K -$709K -6,999 -71%