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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 %
JGIA
2301
Jackson Grant Investment Advisers
Connecticut
$28.3K +$93 +1 +0.3%
HIIFS
2302
Harel Insurance Investments & Financial Services
Israel
$28K -$252K -2,700 -90%
VF
2303
VitalStone Financial
Texas
$28K +$28K +305 New
ACM
2304
Antonetti Capital Management
Florida
$28K -$18.6K -200 -40%
GGI
2305
Godsey & Gibb Inc
Virginia
$28K +$28K +300 New
PP
2306
Paloma Partners
Connecticut
$27.1K -$839 -9 -3%
ST
2307
Sageworth Trust
Pennsylvania
$27K +$1.19K +13 +5%
LOIP
2308
Live Oak Investment Partners
Texas
$25K
SC
2309
Schubert & Co
Texas
$24.9K -$2.42K -26 -9%
SIC
2310
SJS Investment Consulting
Ohio
$24.4K +$2.7K +29 +12%
DMKJ
2311
David M. Knott Jr
$24K
LFA
2312
Legend Financial Advisors
Pennsylvania
$23K +$21K +225 +1,023%
RG
2313
Retirement Group
California
$21K
VCM
2314
Versant Capital Management
Arizona
$20.9K
CPFP
2315
Clear Perspectives Financial Planning
Ohio
$19.7K +$19.7K +211 New
RCG
2316
Rock Creek Group
District of Columbia
$19K -$25K -268 -57%
LWANC
2317
Laurel Wealth Advisors (North Carolina)
North Carolina
$19K
HB
2318
Horizon Bancorp
Indiana
$19K +$19K +201 New
WFA
2319
West Financial Advisors
Iowa
$18.9K -$51.3K -550 -73%
FWA
2320
FSC Wealth Advisors
New York
$18.2K
AFIA
2321
America First Investment Advisors
Nebraska
$18K +$18K +190 New
IWP
2322
IAG Wealth Partners
Wisconsin
$15.5K -$8.74K -94 -36%
FSWA
2323
Financial Synergies Wealth Advisors
Texas
$15.2K +$15.2K +163 New
CDIA
2324
Capital Directions Investment Advisors
Georgia
$14.9K +$14.9K +160 New
FFL
2325
Financial Freedom LLC
Ohio
$14.9K +$14.9K +160 New