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CVS Health

2,312 hedge funds and large institutions have $98.4B invested in CVS Health in 2022 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 1,024 increasing their positions, 903 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,312
Holders Change
+17
Holders Change %
+0.74%
% of All Funds
39.98%
Holding in Top 10
169
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.36%
% of All Funds
2.92%
New
142
Increased
1,024
Reduced
903
Closed
89
Calls
$1.57B
Puts
$1.14B
Net Calls
+$432M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
2226
Institutional & Family Asset Management
Colorado
$33K -$285 -3 -0.9%
EIP
2227
Ellis Investment Partners
Pennsylvania
$33K +$2.63K +28 +9%
MAM
2228
Marquette Asset Management
Minnesota
$32K -$669 -7 -2%
DAC
2229
Dividend Assets Capital
South Carolina
$31K
VIA
2230
Virtus Investment Advisers
Connecticut
$31K +$31K +326 New
SCA
2231
Stuart Chaussee & Associates
California
$30K
KFS
2232
Kelly Financial Services
Massachusetts
$29.6K
PP
2233
Paloma Partners
Connecticut
$29K -$725K -7,500 -96%
JGIA
2234
Jackson Grant Investment Advisers
Connecticut
$29K +$96 +1 +0.3%
SC
2235
Schubert & Co
Texas
$28K +$4.78K +50 +21%
ST
2236
Sageworth Trust
Pennsylvania
$27K
AAP
2237
Arax Advisory Partners
Colorado
$27K +$13.9K +146 +106%
DMKJ
2238
David M. Knott Jr
$25K
IWP
2239
IAG Wealth Partners
Wisconsin
$25K +$96 +1 +0.4%
PCFFS
2240
Pacific Center for Financial Services
California
$24K
DFCM
2241
Dark Forest Capital Management
Puerto Rico
$24K +$24K +248 New
S
2242
Surevest
California
$23K -$1.43K -15 -6%
EC
2243
EdgeRock Capital
Colorado
$22K +$22K +228 New
HGERS
2244
Householder Group Estate & Retirement Specialist
Arizona
$22K +$22K +233 New
SIC
2245
SJS Investment Consulting
Ohio
$22K +$22K +233 New
VCM
2246
Versant Capital Management
Arizona
$21K
RG
2247
Retirement Group
California
$21K +$1.41K +15 +7%
AWM
2248
Abound Wealth Management
Tennessee
$20.8K +$20.8K +218 New
LWANC
2249
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K -$101K -1,082 -84%
MW
2250
Milestone Wealth
New York
$19K