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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 %
CA
2026
Capitolis Advisors
New York
$272K -$3.61M -35,685 -93%
BMO
2027
Beck Mack & Oliver
New York
$272K
NAM
2028
NTV Asset Management
West Virginia
$272K
KLWA
2029
Kelly Lawrence W & Associates
California
$272K
FC
2030
Ferris Capital
Massachusetts
$271K -$1.94M -19,144 -88%
BWM
2031
BCS Wealth Management
Tennessee
$271K -$71.8K -710 -21%
RWMH
2032
Riverpoint Wealth Management Holdings
Illinois
$271K +$304 +3 +0.1%
LNB
2033
Ledyard National Bank
$271K +$271K +2,682 New
SCM
2034
Stonehearth Capital Management
Massachusetts
$270K -$85.1K -841 -24%
EBA
2035
Eagle Bay Advisors
New York
$270K +$13.1K +129 +5%
AWM
2036
Accurate Wealth Management
Florida
$270K +$270K +2,668 New
TFCP
2037
Twin Focus Capital Partners
Massachusetts
$269K +$10.7K +106 +4%
ST
2038
Somerset Trust
Pennsylvania
$269K +$25.6K +253 +11%
HFS
2039
Heritage Financial Services
Massachusetts
$269K +$38.2K +378 +17%
MFGM
2040
Marshall Financial Group (Maryland)
Maryland
$268K -$51.2K -506 -16%
ICP
2041
Interchange Capital Partners
Pennsylvania
$267K -$23.9K -237 -8%
PIA
2042
Powell Investment Advisors
Florida
$267K +$3.75K +37 +1%
RGF
2043
Retirement Guys Formula
Ohio
$267K +$32.6K +322 +14%
SEEDPG
2044
S.E.E.D. Planning Group
New York
$266K -$13.6K -134 -5%
JWM
2045
Jeppson Wealth Management
California
$266K +$2.02K +20 +0.8%
AWM
2046
Aberdeen Wealth Management
Illinois
$265K +$19.8K +196 +8%
TFF
2047
The Family Firm
Maryland
$264K +$6.87K +68 +3%
RDWM
2048
Red Door Wealth Management
Tennessee
$263K +$6.56K +65 +3%
MAM
2049
McLean Asset Management
Virginia
$263K +$7.79K +77 +3%
FAN
2050
Financial Advisors Network
California
$262K -$14.3K -141 -5%