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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 %
CWM
1976
Calamos Wealth Management
Illinois
$263K +$37K +388 +16%
BFG
1977
Berger Financial Group
Minnesota
$263K +$52.7K +552 +25%
PA
1978
PFG Advisors
Arizona
$263K +$263K +2,760 New
ST
1979
Somerset Trust
Pennsylvania
$261K +$1.91K +20 +0.7%
NAMM
1980
NorthStar Asset Management (Massachusetts)
Massachusetts
$260K -$1.81K -19 -0.7%
FW
1981
FirstPurpose Wealth
Utah
$260K +$10.8K +113 +4%
TFF
1982
The Family Firm
Maryland
$259K +$1.15K +12 +0.4%
AA
1983
AlphaCentric Advisors
Puerto Rico
$258K +$258K +2,707 New
SWA
1984
SOA Wealth Advisors
New York
$257K -$191 -2 -0.1%
BMO
1985
Beck Mack & Oliver
New York
$257K
NJBEST
1986
New Jersey Better Educational Savings Trust
New Jersey
$257K
WFA
1987
WMG Financial Advisors
Tennessee
$257K +$1.54K +16 +0.6%
FWA
1988
FSM Wealth Advisors
Ohio
$257K +$257K +2,699 New
WPA
1989
West Paces Advisors
Georgia
$256K +$2.86K +30 +1%
CWM
1990
CCG Wealth Management
California
$256K -$191 -2 -0.1%
WCM
1991
WealthBridge Capital Management
Ohio
$256K
RWMH
1992
Riverpoint Wealth Management Holdings
Illinois
$256K +$1.33K +14 +0.5%
Loomis, Sayles & Company
1993
Loomis, Sayles & Company
Massachusetts
$255K -$49.1K -515 -16%
SCM
1994
Stonehearth Capital Management
Massachusetts
$255K -$3.63K -38 -1%
CCP
1995
Carmel Capital Partners
California
$254K
ES
1996
ETF Store
Kansas
$254K +$667 +7 +0.3%
IA
1997
IFG Advisors
Missouri
$254K +$9.71K +102 +4%
BC
1998
Bridgefront Capital
Texas
$254K +$254K +2,662 New
TPWA
1999
TRUE Private Wealth Advisors
Oregon
$253K +$253K +2,660 New
Bank of Montreal
2000
Bank of Montreal
Ontario, Canada
$252K -$11.7K -111,272 -4%