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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 %
ACP
2276
Arcus Capital Partners
Georgia
$46.8K +$46.8K +502 New
GWM
2277
Guardian Wealth Management
Illinois
$44.4K -$186 -2 -0.4%
MFT
2278
Moisand Fitzgerald Tamayo
Florida
$44.1K +$9.79K +105 +29%
WA
2279
Win Advisors
Florida
$42.7K +$5.5K +59 +15%
FCT
2280
First Community Trust
Iowa
$41K
FWA
2281
Freedom Wealth Alliance
Wisconsin
$40.3K +$40.3K +432 New
HT
2282
Headlands Technologies
Illinois
$40K +$40K +425 New
BHWM
2283
Beaird Harris Wealth Management
Texas
$39.6K +$39.6K +425 New
BCMLT
2284
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.5K +$5.78K +62 +17%
PP
2285
PrairieView Partners
Minnesota
$38K
FP
2286
Financial Perspectives
Minnesota
$37.3K +$93 +1 +0.3%
GIA
2287
Goodwin Investment Advisory
Georgia
$36.8K
LWP
2288
Lumature Wealth Partners
Georgia
$36.4K
MCA
2289
Maryland Capital Advisors
Maryland
$35.2K
IFAM
2290
Institutional & Family Asset Management
Colorado
$35K +$2.7K +29 +8%
WAM
2291
Worth Asset Management
Texas
$32.9K -$16.7K -179 -34%
EE
2292
EWG Elevate
California
$32K +$32K +343 New
MAM
2293
Marquette Asset Management
Minnesota
$31.2K
DAC
2294
Dividend Assets Capital
South Carolina
$31K
MFG
2295
Mendota Financial Group
Wisconsin
$30.7K +$30.7K +330 New
VIA
2296
Virtus Investment Advisers
Connecticut
$30.4K
CP
2297
Castleview Partners
Texas
$29.7K +$20.6K +221 +228%
KFS
2298
Kelly Financial Services
Massachusetts
$28.9K
SCA
2299
Stuart Chaussee & Associates
California
$28.9K
BAAM
2300
Baker Avenue Asset Management
California
$28.4K +$28.4K +305 New