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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 %
MPCL
2351
My Personal CFO LLC
Washington
$8.01K +$8.01K +86 New
GWSA
2352
Global Wealth Strategies & Associates
Colorado
$7.83K +$7.83K +84 New
HF
2353
Halpern Financial
Virginia
$7.74K
WWP
2354
WR Wealth Planners
Missouri
$7.55K
PS
2355
PayPay Securities
Japan
$7.55K +$7.55K +81 New
MUMSS
2356
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K +$1K +10 +17%
POIA
2357
Pin Oak Investment Advisors
Texas
$7K +$7K +71 New
BC
2358
Burleson & Co
California
$6.55K
TAM
2359
Tucker Asset Management
Colorado
$6.45K
CWM
2360
Cedar Wealth Management
California
$6.43K
DI
2361
Disciplined Investments
Oklahoma
$6.34K -$1.49K -16 -19%
PCM
2362
Penserra Capital Management
California
$6K +$6K +72 New
GG
2363
Gleason Group
Kentucky
$5.25K
RDIA
2364
RE Dickinson Investment Advisors
Iowa
$5K
MWA
2365
Miller Wealth Advisors
Colorado
$5K +$2.5K +25 +100%
SWM
2366
Sanctuary Wealth Management
Idaho
$4.66K +$4.66K +50 New
MYAM
2367
Meiji Yasuda Asset Management
Japan
$4.28K +$44 +475 +1%
OIS
2368
Okabena Investment Services
Minnesota
$3.36K +$3.36K +36 New
FGAM
2369
Financial Gravity Asset Management
Texas
$3.22K -$59.2K -1,712 -95%
TCOT
2370
Trust Company of Toledo
Ohio
$3.06K +$26 +283 +0.9%
JMF
2371
Johnson Midwest Financial
Iowa
$3K
JIR
2372
James Investment Research
Ohio
$3K
ECM
2373
Everence Capital Management
Indiana
$2.99K +$613 +6,580 +26%
TCA
2374
Trifecta Capital Advisors
Illinois
$2.98K +$2.98K +32 New
LIM
2375
Longfellow Investment Management
Massachusetts
$2.89K