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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 %
ES
2076
ETF Store
Kansas
$240K +$986 +11 +0.4%
MC
2077
Maverick Capital
Texas
$240K +$240K +2,573 New
IA
2078
IFG Advisors
Missouri
$239K -$9.04K -97 -4%
OWP
2079
Obermeyer Wealth Partners
Colorado
$238K
BCMO
2080
Buckingham Capital Management (Ohio)
Ohio
$237K -$1.12K -12 -0.5%
ICM
2081
Islay Capital Management
Texas
$237K
LFA
2082
Laraway Financial Advisors
Minnesota
$237K +$932 +10 +0.4%
SAM
2083
Synergy Asset Management
Washington
$237K +$8.76K +94 +4%
CWM
2084
Chemistry Wealth Management
New York
$237K +$4.57K +49 +2%
EWS
2085
Evergreen Wealth Solutions
Pennsylvania
$236K +$5.68K +61 +2%
CCP
2086
Carmel Capital Partners
California
$235K -$12.5K -134 -5%
CHA
2087
Carmichael Hill & Associates
Maryland
$235K -$55K -590 -19%
CA
2088
Centerpoint Advisors
Massachusetts
$234K +$15.5K +166 +7%
CFD
2089
Creative Financial Designs
Indiana
$233K -$559 -6 -0.2%
CT
2090
Clearstead Trust
Maine
$233K +$53.9K +580 +30%
AFT
2091
Alpha Family Trust
California
$233K -$7.46K -80 -3%
BWM
2092
BigSur Wealth Management
Florida
$233K
UCB
2093
United Community Bank
South Carolina
$232K -$3.26K -35 -1%
TPA
2094
Trivium Point Advisory
Connecticut
$232K +$1.01K +11 +0.4%
BWM
2095
Baron Wealth Management
Michigan
$231K +$231K +2,482 New
SCI
2096
S&CO Inc
Massachusetts
$231K
AP
2097
Adero Partners
California
$231K +$18.8K +202 +9%
CWA
2098
Core Wealth Advisors
Florida
$230K +$36.2K +388 +19%
LCM
2099
LVM Capital Management
Michigan
$229K -$6.53K -70 -3%
IAG
2100
Investmark Advisory Group
Connecticut
$228K +$32.3K +347 +17%