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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 %
SCM
2051
Stonehearth Capital Management
Massachusetts
$250K +$839 +9 +0.3%
PSP
2052
Principal Street Partners
Tennessee
$250K +$13.6K +146 +6%
TCBWMS
2053
Texas Capital Bank Wealth Management Services
Texas
$249K -$8.53M -91,519 -97%
BHPW
2054
Beverly Hills Private Wealth
California
$249K +$249K +2,671 New
FMP
2055
Financial Management Professionals
Texas
$248K -$115K -1,236 -32%
APW
2056
Aurora Private Wealth
New Jersey
$248K -$51.9K -556 -17%
W
2057
WealthOne
New York
$248K -$9.13K -98 -4%
WPA
2058
West Paces Advisors
Georgia
$247K -$2.8K -30 -1%
FAN
2059
Financial Advisors Network
California
$247K +$13K +140 +6%
WIM
2060
WealthPlan Investment Management
Nebraska
$247K +$56.2K +625 +29%
CIP
2061
Chartwell Investment Partners
Pennsylvania
$246K -$4.74M -50,966 -95%
EWM
2062
Evermay Wealth Management
Virginia
$246K +$38.6K +414 +19%
SW
2063
SlateStone Wealth
Florida
$246K +$246K +2,638 New
CWG
2064
Crown Wealth Group
North Carolina
$246K +$466 +5 +0.2%
FWM
2065
Fairhaven Wealth Management
Illinois
$245K -$559 -6 -0.2%
ORC
2066
O'Rourke & Company
Massachusetts
$245K +$245K +2,624 New
HFP
2067
Holistic Financial Partners
Indiana
$245K +$5.87K +63 +2%
KCM
2068
Kathmere Capital Management
Pennsylvania
$245K +$245K +2,628 New
NAMM
2069
NorthStar Asset Management (Massachusetts)
Massachusetts
$245K -$9.32K -100 -4%
CWM
2070
CCG Wealth Management
California
$244K -$5.96K -64 -2%
MAM
2071
McLean Asset Management
Virginia
$244K -$1.49K -16 -0.6%
WP
2072
WealthPLAN Partners
Nebraska
$243K +$243K +2,749 New
CCG
2073
Chatham Capital Group
Georgia
$243K
IAG
2074
Investment Advisory Group
Massachusetts
$242K +$93 +1 +0%
TCMP
2075
Thrive Capital Management (Pennsylvania)
Pennsylvania
$240K -$1.49K -16 -0.6%