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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 %
PB
2001
Pinnacle Bancorp
Nebraska
$252K -$953 -10 -0.4%
CWG
2002
Crown Wealth Group
North Carolina
$251K -$763 -8 -0.3%
PIA
2003
Powell Investment Advisors
Florida
$251K
FWM
2004
Fairhaven Wealth Management
Illinois
$251K +$571 +6 +0.2%
SWIM
2005
Smallwood Wealth Investment Management
New Jersey
$251K +$251K +2,631 New
AWM
2006
Aberdeen Wealth Management
Illinois
$250K +$95 +1 +0%
CCG
2007
Chatham Capital Group
Georgia
$249K -$28.6K -300 -10%
P
2008
&Partners
Tennessee
$249K -$22.1K -232 -8%
EW
2009
Evoke Wealth
California
$249K -$667 -7 -0.3%
EGM
2010
Engineers Gate Manager
New York
$248K -$2.03M -21,243 -89%
IAG
2011
Investment Advisory Group
Massachusetts
$248K
TPA
2012
Trivium Point Advisory
Connecticut
$248K +$9.75K +99 +4%
TCMP
2013
Thrive Capital Management (Pennsylvania)
Pennsylvania
$247K -$9.62K -101 -4%
IC
2014
Inverness Counsel
New York
$247K +$9.53K +100 +4%
AFT
2015
Alpha Family Trust
California
$246K +$246K +2,580 New
HFP
2016
Holistic Financial Partners
Indiana
$245K +$764 +8 +0.3%
BCMO
2017
Buckingham Capital Management (Ohio)
Ohio
$244K -$16K -168 -6%
MAG
2018
Mayfair Advisory Group
Alabama
$244K +$244K +2,494 New
ICM
2019
Islay Capital Management
Texas
$243K -$14.2K -149 -6%
OWP
2020
Obermeyer Wealth Partners
Colorado
$243K
CWS
2021
Cypress Wealth Services
California
$241K -$33.3K -377 -12%
LFA
2022
Laraway Financial Advisors
Minnesota
$241K +$14.3K +150 +6%
PSP
2023
Principal Street Partners
Tennessee
$241K +$18.1K +190 +8%
LCM
2024
LVM Capital Management
Michigan
$241K +$21K +220 +10%
MTWM
2025
Masso Torrence Wealth Management
New Jersey
$241K +$241K +2,530 New