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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 %
SWM
2201
Sugarloaf Wealth Management
Georgia
$141K +$4.1K +44 +3%
DAM
2202
Delta Asset Management
Tennessee
$137K +$137K +1,467 New
BWAM
2203
Boyd Watterson Asset Management
Ohio
$132K +$132K +1,415 New
AA
2204
AlphaMark Advisors
Kentucky
$129K
ZIG
2205
Zullo Investment Group
Pennsylvania
$128K +$2.98K +32 +2%
FCFS
2206
First Command Financial Services
Texas
$128K -$1.86K -20 -1%
FCB
2207
First Command Bank
Texas
$128K -$1.86K -20 -1%
TCM
2208
TD Capital Management
Tennessee
$127K +$93 +1 +0.1%
SC
2209
Stephens Consulting
Michigan
$126K
AA
2210
AlphaCentric Advisors
Puerto Rico
$125K -$128K -1,370 -51%
BBPWM
2211
Blue Bell Private Wealth Management
Pennsylvania
$124K
FFA
2212
Fairfield Financial Advisors
Massachusetts
$123K +$652 +7 +0.5%
PGAM
2213
Princeton Global Asset Management
New Jersey
$121K
MWC
2214
MBM Wealth Consultants
Missouri
$118K +$9.97K +107 +9%
CWC
2215
Carolinas Wealth Consulting
North Carolina
$117K +$14.2K +152 +14%
IHWM
2216
Iron Horse Wealth Management
Iowa
$116K +$116K +1,244 New
C
2217
Covestor
United Kingdom
$115K -$10.9K -116 -9%
HWMA
2218
Heritage Wealth Management (Arizona)
Arizona
$115K +$25.6K +275 +29%
AWM
2219
AllSquare Wealth Management
New York
$114K
TFP
2220
Tilia Fiduciary Partners
North Carolina
$113K -$4.66K -50 -4%
PPWM
2221
PFG Private Wealth Management
Florida
$112K +$44K +472 +65%
HIM
2222
Hillsdale Investment Management
Ontario, Canada
$110K -$3.73K -40 -3%
UOTTAIMCU
2223
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$107K +$107K +1,146 New
BA
2224
Bellwether Advisors
Nebraska
$106K
CUAMC
2225
China Universal Asset Management Company
China
$104K -$2.99M -32,095 -97%