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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 %
RFS
2026
Retirement Financial Solutions
Tennessee
$266K +$266K +2,850 New
CNWM
2027
Clay Northam Wealth Management
California
$265K
CGFA
2028
Colton Groome Financial Advisors
North Carolina
$264K +$264K +2,831 New
WCM
2029
WealthBridge Capital Management
Ohio
$264K +$6.06K +65 +2%
SIM
2030
SSI Investment Management
California
$263K
BSB
2031
Bangor Savings Bank
Maine
$262K
DCM
2032
Deuterium Capital Management
Florida
$262K +$262K +2,807 New
TFF
2033
The Family Firm
Maryland
$261K +$8.48K +91 +3%
FMTC
2034
Farmers & Merchants Trust Company
California
$261K
AWM
2035
Aberdeen Wealth Management
Illinois
$260K +$15.5K +166 +6%
TFCP
2036
Twin Focus Capital Partners
Massachusetts
$260K +$2.7K +29 +1%
AIA
2037
Angeles Investment Advisors
California
$259K +$259K +2,781 New
HP
2038
Hyperion Partners
Pennsylvania
$256K +$256K +2,746 New
CWM
2039
Calamos Wealth Management
Illinois
$255K -$1.96K -21 -0.8%
NIMI
2040
Natixis Investment Managers International
France
$255K -$43.9K -471 -15%
PIA
2041
Powell Investment Advisors
Florida
$253K +$7.46K +80 +3%
FWA
2042
FSM Wealth Advisors
Ohio
$253K +$1.49K +16 +0.6%
RWMH
2043
Riverpoint Wealth Management Holdings
Illinois
$252K +$1.4K +15 +0.6%
SWA
2044
SOA Wealth Advisors
New York
$252K +$559 +6 +0.2%
NJBEST
2045
New Jersey Better Educational Savings Trust
New Jersey
$252K
RG
2046
Renaissance Group
Kentucky
$251K -$16K -172 -6%
AA
2047
Advisory Alpha
Michigan
$251K -$115K -1,237 -31%
MSFS
2048
Main Street Financial Solutions
Pennsylvania
$251K +$16.6K +178 +7%
BMO
2049
Beck Mack & Oliver
New York
$251K
AWA
2050
Amplius Wealth Advisors
Pennsylvania
$250K -$29.4K -315 -11%