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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 %
LJAC
1976
L.J. Altfest & Co
New York
$287K -$115K -1,235 -29%
SSW
1977
Stone Summit Wealth
Florida
$287K
RF
1978
Robbins Farley
New Hampshire
$287K
QP
1979
Quilter Plc
United Kingdom
$286K
PSP
1980
Pacific Sage Partners
Washington
$286K +$286K +3,070 New
SVWAG
1981
Sound View Wealth Advisors Group
Georgia
$286K +$26.4K +335 +10%
FB
1982
First Bancorp
Maine
$285K -$19.6K -210 -6%
RG
1983
Rathbones Group
United Kingdom
$284K
TIA
1984
Tiemann Investment Advisors
California
$284K
GM
1985
GeoWealth Management
Illinois
$284K -$8.78K -94 -3%
AIM
1986
Acropolis Investment Management
Missouri
$284K +$2.61K +28 +0.9%
CCP
1987
Cassia Capital Partners
North Carolina
$283K +$283K +3,041 New
HS
1988
Horan Securities
United States
$283K +$1.21K +13 +0.4%
SWP
1989
Semus Wealth Partners
Florida
$282K +$282K +3,030 New
HCM
1990
Hengehold Capital Management
Ohio
$282K -$8.29K -89 -3%
SFA
1991
Semmax Financial Advisors
North Carolina
$281K -$3.04K -34 -1%
RBC
1992
Roble Belko & Company
Pennsylvania
$280K
WA1
1993
Wimmer Associates 1
California
$280K -$12.1K -130 -4%
GCIA
1994
Gabelli & Co Investment Advisers
New York
$280K
APIM
1995
Agate Pass Investment Management
Washington
$279K
CWS
1996
Cypress Wealth Services
California
$278K +$23.8K +255 +9%
BWM
1997
Bulltick Wealth Management
Florida
$278K +$278K +2,980 New
SIS
1998
Sound Income Strategies
Florida
$277K +$56.7K +608 +26%
AI
1999
Atom Investors
Texas
$277K +$8.85K +95 +3%
AAG
2000
Armstrong Advisory Group
Massachusetts
$275K +$275K +2,955 New