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CVS Health

2,295 hedge funds and large institutions have $95.1B invested in CVS Health in 2022 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 952 increasing their positions, 974 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,295
Holders Change
-59
Holders Change %
-2.51%
% of All Funds
38.81%
Holding in Top 10
137
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+21.24%
% of All Funds
2.32%
New
109
Increased
952
Reduced
974
Closed
141
Calls
$1.35B
Puts
$1.03B
Net Calls
+$315M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OFG
2001
Oxford Financial Group
Indiana
$249K +$249K +2,686 New
KPW
2002
Kore Private Wealth
New York
$249K +$249K +2,691 New
RWMH
2003
Riverpoint Wealth Management Holdings
Illinois
$248K +$93 +1 +0%
TFCP
2004
Twin Focus Capital Partners
Massachusetts
$248K +$2.04K +22 +0.8%
ACP
2005
Aveo Capital Partners
Colorado
$247K -$7.61K -82 -3%
WPA
2006
West Paces Advisors
Georgia
$246K +$13.9K +150 +6%
CCP
2007
Carmel Capital Partners
California
$246K -$9.16K -99 -4%
AWM
2008
Accurate Wealth Management
Florida
$246K -$2.8K -30 -1%
PB
2009
Pinnacle Bancorp
Nebraska
$246K +$13.9K +150 +6%
WFA
2010
WMG Financial Advisors
Tennessee
$245K -$3.68K -40 -1%
MAM
2011
McLean Asset Management
Virginia
$245K +$3.16K +34 +1%
CWG
2012
Crown Wealth Group
North Carolina
$245K +$245K +2,640 New
FWM
2013
Fairhaven Wealth Management
Illinois
$244K -$6.4K -69 -3%
PIA
2014
Powell Investment Advisors
Florida
$244K
EW
2015
Evoke Wealth
California
$243K -$39.1K -422 -14%
AWM
2016
Aberdeen Wealth Management
Illinois
$243K +$185 +2 +0.1%
FW
2017
FirstPurpose Wealth
Utah
$242K +$20.5K +221 +9%
IAG
2018
Investment Advisory Group
Massachusetts
$241K -$18.5K -200 -7%
CA
2019
Cambridge Advisors
Nebraska
$240K -$13.8K -149 -5%
WCM
2020
Wedge Capital Management
North Carolina
$240K +$464 +5 +0.2%
SIG
2021
Spinnaker Investment Group
California
$239K -$27.9K -301 -10%
PCMC
2022
Paragon Capital Management (Colorado)
Colorado
$239K -$26.6K -287 -10%
RDWM
2023
Red Door Wealth Management
Tennessee
$239K -$1.66K -18 -0.7%
FAN
2024
Financial Advisors Network
California
$239K -$1.58K -17 -0.7%
IA
2025
IFG Advisors
Missouri
$238K -$742 -8 -0.3%