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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 %
UF
2051
Univest Financial
Pennsylvania
$226K -$3.71M -39,004 -94%
SIS
2052
Sound Income Strategies
Florida
$226K +$26.6K +279 +13%
WH
2053
Willner & Heller
California
$225K -$14.4K -151 -6%
PWM
2054
PRW Wealth Management
Massachusetts
$225K +$5.73K +60 +3%
CT
2055
Colonial Trust
South Carolina
$225K +$225K +2,355 New
CRC
2056
Curi RMB Capital
Illinois
$225K +$225K +2,364 New
BBW
2057
Blue Barn Wealth
Utah
$224K +$10.3K +108 +5%
CA
2058
Centerpoint Advisors
Massachusetts
$223K +$19K +200 +9%
ICP
2059
Interchange Capital Partners
Pennsylvania
$222K -$21.5K -226 -9%
SEEDPG
2060
S.E.E.D. Planning Group
New York
$222K -$6K -63 -3%
MFGM
2061
Marshall Financial Group (Maryland)
Maryland
$221K -$7.53K -79 -3%
PFS
2062
Physicians Financial Services
North Carolina
$220K
MCM
2063
Monarch Capital Management
Indiana
$220K
GA
2064
GFS Advisors
Texas
$220K
IFS
2065
Ifrah Financial Services
Arkansas
$220K +$12.2K +128 +6%
SHWM
2066
Smith & Howard Wealth Management
Georgia
$220K +$220K +2,302 New
CFAM
2067
Center For Asset Management
Florida
$219K -$13.8K -144 -6%
AFG
2068
Allegheny Financial Group
Pennsylvania
$219K -$4.66K -49 -2%
Bank Julius Baer & Co
2069
Bank Julius Baer & Co
Switzerland
$219K -$3.82K -40 -2%
ETH
2070
Exos TFP Holdings
New York
$219K +$219K +2,298 New
JFGIW
2071
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$218K -$688K -7,258 -76%
CPIA
2072
Cornell Pochily Investment Advisors
New York
$218K +$218K +2,290 New
MHWM
2073
Montz Harcus Wealth Management
Louisiana
$217K -$4.01K -42 -2%
WIM
2074
WealthPlan Investment Management
Nebraska
$217K +$217K +2,124 New
PCWA
2075
Pacific Capital Wealth Advisors
California
$216K +$216K +2,264 New