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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 %
SGCA
2001
Steel Grove Capital Advisors
Tennessee
$283K
IAG
2002
Investment Advisory Group
Massachusetts
$283K
WIC
2003
Woodmont Investment Counsel
Tennessee
$283K +$6.27K +62 +2%
RWP
2004
RWA Wealth Partners
Massachusetts
$282K +$42K +416 +18%
RE
2005
RBC Europe
United Kingdom
$281K
JPLA
2006
Joseph P. Lucia & Associates
New York
$280K -$188K -1,862 -40%
AWA
2007
AmeriServ Wealth Advisors
Pennsylvania
$280K -$60.7K -600 -18%
CCP
2008
Carmel Capital Partners
California
$279K -$3.24K -32 -1%
ACP
2009
Aveo Capital Partners
Colorado
$278K -$11.7K -115 -4%
VA
2010
Valmark Advisers
Ohio
$278K -$5.66K -56 -2%
ES
2011
ETF Store
Kansas
$278K
Bank Julius Baer & Co
2012
Bank Julius Baer & Co
Switzerland
$278K +$17.9K +177 +7%
NAMM
2013
NorthStar Asset Management (Massachusetts)
Massachusetts
$278K -$119K -1,178 -30%
CA
2014
Cambridge Advisors
Nebraska
$277K +$1.31K +13 +0.5%
OCM
2015
Orleans Capital Management
Louisiana
$277K +$277K +2,735 New
DCM
2016
Deuterium Capital Management
Florida
$277K +$277K +2,740 New
ICM
2017
Islay Capital Management
Texas
$276K
SDAM
2018
Shulman DeMeo Asset Management
New York
$276K +$6.28K +62 +2%
CWM
2019
CCG Wealth Management
California
$275K -$11.3K -112 -4%
SWA
2020
SOA Wealth Advisors
New York
$274K +$84.9K +840 +45%
WFA
2021
WMG Financial Advisors
Tennessee
$274K +$274K +2,702 New
CWM
2022
Chemistry Wealth Management
New York
$273K -$124K -1,228 -31%
NJBEST
2023
New Jersey Better Educational Savings Trust
New Jersey
$273K
FWM
2024
Fairhaven Wealth Management
Illinois
$273K +$10.3K +102 +4%
AC
2025
Apella Capital
Connecticut
$273K +$273K +2,695 New