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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 %
TWM
2126
Tradition Wealth Management
Minnesota
$138K
SWM
2127
Sugarloaf Wealth Management
Georgia
$135K +$556 +6 +0.4%
CWC
2128
Carolinas Wealth Consulting
North Carolina
$133K -$1.57K -17 -1%
CWM
2129
Curi Wealth Management
North Carolina
$132K +$96.5K +1,045 +272%
KC
2130
Knuff & Co
California
$125K
SC
2131
Stephens Consulting
Michigan
$125K +$185 +2 +0.1%
BBPWM
2132
Blue Bell Private Wealth Management
Pennsylvania
$124K
FFA
2133
Fairfield Financial Advisors
Massachusetts
$121K +$649 +7 +0.5%
EW
2134
Emerson Wealth
Michigan
$120K
TFP
2135
Tilia Fiduciary Partners
North Carolina
$120K
LWANC
2136
Laurel Wealth Advisors (North Carolina)
North Carolina
$119K -$27.8K -300 -19%
ZIG
2137
Zullo Investment Group
Pennsylvania
$118K -$14.9K -160 -11%
IHWM
2138
Iron Horse Wealth Management
Iowa
$116K +$372 +4 +0.3%
FCB
2139
First Command Bank
Texas
$113K
FCFS
2140
First Command Financial Services
Texas
$113K
MWC
2141
MBM Wealth Consultants
Missouri
$107K
BA
2142
Bellwether Advisors
Nebraska
$105K -$738K -8,009 -88%
AWM
2143
AllSquare Wealth Management
New York
$104K
COCM
2144
Charter Oak Capital Management
New Hampshire
$101K +$93 +1 +0.1%
EI
2145
Ellevest Inc
New York
$99K +$18.4K +199 +23%
WBC
2146
West Branch Capital
Massachusetts
$96K +$1.48K +16 +2%
NFSG
2147
Newbridge Financial Services Group
Florida
$95K -$42.2K -457 -31%
GCM
2148
Gables Capital Management
Florida
$94K
RCM
2149
Regency Capital Management
Hawaii
$93K -$19.6K -211 -17%
BAM
2150
Bellevue Asset Management
Washington
$93K +$93 +1 +0.1%