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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 %
QFA
2076
Quantum Financial Advisors
California
$207K +$207K +1,987 New
LCM
2077
Liberty Capital Management
Michigan
$206K
EWM
2078
Evermay Wealth Management
Virginia
$206K
SWM
2079
Selective Wealth Management
Virginia
$206K +$8.53K +92 +4%
CDH
2080
Charles D. Hyman
$206K +$206K +2,219 New
BFG
2081
Berger Financial Group
Minnesota
$204K -$12K -130 -6%
UCB
2082
United Community Bank
South Carolina
$203K -$5.65K -61 -3%
ETIA
2083
Epic Trust Investment Advisors
Washington
$202K -$65.6K -708 -25%
HFS
2084
Heritage Financial Services
Massachusetts
$202K -$43.9K -475 -18%
SFG
2085
StrategIQ Financial Group
Indiana
$202K -$2.32K -25 -1%
IFS
2086
Ifrah Financial Services
Arkansas
$202K -$1.21K -13 -0.6%
GLLW
2087
Graves Light Lenhart Wealth
Virginia
$202K
ARMC
2088
American Research & Management Company
Massachusetts
$201K -$26.4K -286 -12%
MGAM
2089
McGowan Group Asset Management
Texas
$201K +$837 +9 +0.4%
BBI
2090
Baxter Bros Inc
Connecticut
$201K +$201K +2,165 New
MCM
2091
Manchester Capital Management
Vermont
$200K -$230K -2,474 -53%
FWM
2092
Focused Wealth Management
New York
$200K -$18.2K -196 -8%
CA
2093
Centerpoint Advisors
Massachusetts
$199K
CFD
2094
Creative Financial Designs
Indiana
$198K -$480K -5,169 -71%
SIS
2095
Sound Income Strategies
Florida
$194K +$12.8K +138 +7%
KFP
2096
KB Financial Partners
New Jersey
$191K -$11.9K -128 -6%
MIM
2097
Meridiem Investment Management
United Kingdom
$190K -$45.9K -495 -19%
JWM
2098
Janiczek Wealth Management
Colorado
$185K -$20.7K -217 -10%
CWA
2099
Core Wealth Advisors
Florida
$182K +$176K +1,899 +3,165%
SOW
2100
State of Wyoming
Wyoming
$178K +$10.2K +110 +6%