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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 %
VC
2126
Veracity Capital
Georgia
$220K -$127K -1,358 -37%
PCMC
2127
Paragon Capital Management (Colorado)
Colorado
$217K -$17.1K -184 -7%
SWIM
2128
Smallwood Wealth Investment Management
New Jersey
$217K -$28K -301 -11%
WTA
2129
Washington Trust Advisors
Massachusetts
$217K -$64.6K -693 -23%
LFG
2130
Larson Financial Group
Missouri
$216K +$132K +1,419 +157%
D
2131
Diversified
Delaware
$215K +$215K +2,312 New
PFS
2132
Physicians Financial Services
North Carolina
$215K
MTWM
2133
Masso Torrence Wealth Management
New Jersey
$215K -$21.2K -227 -9%
MCM
2134
Monarch Capital Management
Indiana
$215K
DE
2135
Day & Ennis
Georgia
$214K +$214K +2,301 New
ZIMP
2136
Zimmermann Investment Management & Planning
Pennsylvania
$214K +$5.22K +56 +2%
ETIA
2137
Epic Trust Investment Advisors
Washington
$214K -$107K -1,151 -33%
SICM
2138
Sustainable Insight Capital Management
New York
$214K -$9.32K -100 -4%
CFSG
2139
Clark Financial Services Group
Missouri
$213K +$4.02K +43 +2%
MHWM
2140
Montz Harcus Wealth Management
Louisiana
$213K +$839 +9 +0.4%
OWA
2141
One Wealth Advisors
California
$213K +$213K +2,280 New
IFS
2142
Ifrah Financial Services
Arkansas
$212K -$2.7K -29 -1%
JFGIW
2143
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K -$3.73K -40 -2%
CDH
2144
Charles D. Hyman
$210K
CFG
2145
Carr Financial Group
Massachusetts
$209K +$209K +2,247 New
SWMG
2146
Signature Wealth Management Group
Georgia
$209K
WCM
2147
Whitener Capital Management
North Carolina
$209K +$7.64K +82 +4%
HCP
2148
Holt Capital Partners
Texas
$209K +$209K +2,238 New
AWAU
2149
Alliance Wealth Advisors (Utah)
Utah
$208K +$208K +2,235 New
AWA
2150
ARQ Wealth Advisors
Arizona
$208K +$208K +2,230 New