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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 %
TPWA
2101
TRUE Private Wealth Advisors
Oregon
$228K -$20.2K -217 -8%
GB
2102
Goepper Burkhardt
South Carolina
$227K +$227K +2,438 New
CIR
2103
Clear Investment Research
Georgia
$227K +$3.54K +38 +2%
CB
2104
Centennial Bank
Arkansas
$227K +$227K +2,431 New
NECFA
2105
New England Capital Financial Advisors
Connecticut
$227K +$227K +2,604 New
CA
2106
Cambridge Advisors
Nebraska
$226K -$1.21K -13 -0.5%
GAA
2107
Global Assets Advisory
Florida
$226K +$3.35K +36 +2%
SFG
2108
Sunburst Financial Group
Alabama
$226K -$4.38K -47 -2%
NC
2109
NinePointTwo Capital
California
$225K -$172K -1,852 -43%
BBI
2110
Baxter Bros Inc
Connecticut
$225K -$9.32K -100 -4%
PFM
2111
Patton Fund Management
Texas
$225K +$225K +2,412 New
BAG
2112
Briggs Advisory Group
Rhode Island
$225K +$225K +2,414 New
WH
2113
Willner & Heller
California
$225K +$4.75K +51 +2%
SHWM
2114
Smith & Howard Wealth Management
Georgia
$224K +$9.79K +105 +5%
FPAS
2115
Focus Partners Advisor Solutions
Missouri
$224K -$347K -3,720 -61%
CRC
2116
Curi RMB Capital
Illinois
$223K +$3.08K +33 +1%
NEPPG
2117
New England Professional Planning Group
Rhode Island
$223K -$8.76K -94 -4%
DFG
2118
Delta Financial Group
New Jersey
$222K +$222K +2,383 New
I
2119
INVST
Indiana
$222K -$132K -1,497 -37%
WTFG
2120
Wells Trecaso Financial Group
Ohio
$221K -$46.6K -500 -17%
AFG
2121
Allegheny Financial Group
Pennsylvania
$220K +$5.41K +58 +3%
MF
2122
Montis Financial
Massachusetts
$220K +$220K +2,359 New
PWM
2123
PRW Wealth Management
Massachusetts
$220K
SL
2124
Salomon & Ludwin
Virginia
$220K +$220K +2,357 New
BF
2125
Brogan Financial
Tennessee
$220K +$220K +2,356 New