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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 %
SAM
2001
SignalPoint Asset Management
Missouri
$275K -$1.77K -19 -0.6%
WMA
2002
West Michigan Advisors
Michigan
$274K -$5.96K -64 -2%
TSS
2003
Two Sigma Securities
New York
$274K -$667K -7,162 -71%
DA
2004
Drake & Associates
Wisconsin
$273K -$2.05K -22 -0.7%
ST
2005
Somerset Trust
Pennsylvania
$273K +$18.4K +198 +7%
SMWM
2006
Silvia McColl Wealth Management
California
$273K +$273K +2,929 New
AG
2007
Appleton Group
Wisconsin
$273K -$17.3K -186 -6%
SDAM
2008
Shulman DeMeo Asset Management
New York
$273K -$1.96K -21 -0.7%
F
2009
F3Logic
Minnesota
$272K +$280 +3 +0.1%
GBS
2010
Gallagher Benefit Services
Illinois
$272K +$272K +2,923 New
EW
2011
Evoke Wealth
California
$272K +$28.5K +306 +12%
WAS
2012
Wealth Advisory Solutions
Indiana
$272K -$272K -2,939 -50%
CT
2013
Colonial Trust
South Carolina
$271K +$51.8K +556 +24%
UBV
2014
United Bank (Virginia)
Virginia
$270K -$24.7K -265 -8%
PJSIMP
2015
P.J. Schmidt Investment Management (PJS)
Wisconsin
$269K +$269K +2,890 New
FW
2016
FirstPurpose Wealth
Utah
$269K +$15K +161 +6%
CAM
2017
Congress Asset Management
Massachusetts
$268K -$9.32K -100 -3%
JWM
2018
Jeppson Wealth Management
California
$268K
AIP
2019
Almanack Investment Partners
Pennsylvania
$268K -$74.8K -803 -22%
SGCA
2020
Steel Grove Capital Advisors
Tennessee
$268K
SCM
2021
Suvretta Capital Management
New York
$267K +$267K +2,870 New
HCM
2022
Hodges Capital Management
Texas
$267K -$29.7K -318 -10%
LB
2023
Legacy Bridge
Iowa
$267K
BFG
2024
Berger Financial Group
Minnesota
$266K +$9.69K +104 +4%
GTCM
2025
Gyon Technologies Capital Management
New Jersey
$266K -$4.57K -49 -2%