CVS icon

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 %
CWM
2051
Calamos Wealth Management
Illinois
$220K -$3.9K -42 -2%
FDS
2052
Freedom Day Solutions
Texas
$220K -$1.76K -19 -0.8%
GCC
2053
Game Creek Capital
Massachusetts
$220K
GCA
2054
Greenwood Capital Associates
South Carolina
$220K +$175K +1,890 +386%
TIA
2055
Traphagen Investment Advisors
New Jersey
$220K -$6.21K -67 -3%
SWMG
2056
Signature Wealth Management Group
Georgia
$219K -$370 -4 -0.2%
GWM
2057
Gitterman Wealth Management
New Jersey
$218K +$218K +2,322 New
AFG
2058
Allegheny Financial Group
Pennsylvania
$218K +$218K +2,354 New
PSP
2059
Principal Street Partners
Tennessee
$217K +$5.1K +55 +2%
PD
2060
Planning Directions
Pennsylvania
$217K +$217K +2,339 New
Bank Julius Baer & Co
2061
Bank Julius Baer & Co
Switzerland
$216K -$38K -410 -15%
KFSC
2062
Keystone Financial Services (Colorado)
Colorado
$216K -$286 -3 -0.1%
TIA
2063
Tandem Investment Advisors
South Carolina
$216K +$11.1K +119 +5%
MHWM
2064
Montz Harcus Wealth Management
Louisiana
$215K +$836 +9 +0.4%
PFS
2065
Physicians Financial Services
North Carolina
$214K
LCM
2066
LVM Capital Management
Michigan
$214K
GA
2067
GFS Advisors
Texas
$213K -$726K -7,850 -77%
MCM
2068
Monarch Capital Management
Indiana
$213K
PWM
2069
PRW Wealth Management
Massachusetts
$213K
JSW
2070
Journey Strategic Wealth
New Jersey
$211K -$160K -1,734 -43%
KCPG
2071
Kavar Capital Partners Group
Kansas
$211K +$211K +2,278 New
KA
2072
KLCM Advisors
Wisconsin
$210K +$210K +2,261 New
PJSIMP
2073
P.J. Schmidt Investment Management (PJS)
Wisconsin
$209K +$209K +2,070 New
ZIMP
2074
Zimmermann Investment Management & Planning
Pennsylvania
$208K +$15.3K +165 +8%
BBW
2075
Blue Barn Wealth
Utah
$207K +$93 +1 +0%