CVS icon

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 %
GCM
2226
Gables Capital Management
Florida
$104K +$9.32K +100 +10%
WBC
2227
West Branch Capital
Massachusetts
$95.5K
ME
2228
McIlrath & Eck
Washington
$94.7K -$13.5K -145 -12%
DF
2229
DecisionPoint Financial
Arizona
$93.2K +$93.2K +1,000 New
BAM
2230
Bellevue Asset Management
Washington
$93.1K
BFPW
2231
BOK Financial Private Wealth
Colorado
$92.5K +$5.03K +54 +6%
CA
2232
Crewe Advisors
Utah
$92.4K -$25K -268 -21%
KLWA
2233
Kelly Lawrence W & Associates
California
$91.8K
BHWM
2234
Bay Harbor Wealth Management
Maryland
$91K -$281 -3 -0.3%
FCA
2235
Fortis Capital Advisors
Kansas
$86.1K +$86.1K +924 New
CSWM
2236
Cassady Schiller Wealth Management
Ohio
$85.1K +$85.1K +913 New
MWM
2237
MinichMacGregor Wealth Management
New York
$84.9K +$84.9K +910 New
HWM
2238
HighMark Wealth Management
Minnesota
$84.4K +$466 +5 +0.6%
SAM
2239
S.A. Mason
Michigan
$84.3K
SC
2240
Sierra Capital
Florida
$84K -$186 -2 -0.2%
Q
2241
QVR
California
$82.2K -$385K -4,131 -82%
ZB
2242
Zions Bancorporation
Utah
$81.3K -$22.2K -238 -21%
CFFP
2243
Center for Financial Planning
Michigan
$80.7K
CPG
2244
Cornerstone Planning Group
New Jersey
$79.7K +$79.7K +910 New
EMFAT
2245
Emerald Mutual Fund Advisers Trust
Pennsylvania
$78.2K -$189K -2,023 -71%
FFC
2246
First Financial Corp
Indiana
$73.2K
AF
2247
Arrow Financial
New York
$70K
M
2248
MOTCO
Texas
$65.5K -$15.8K -170 -19%
PCC
2249
Park Circle Company
Maryland
$65.2K
NMG
2250
New Millennium Group
Utah
$62.4K -$21.7K -233 -26%