CVS icon

CVS Health

2,239 hedge funds and large institutions have $82.7B invested in CVS Health in 2023 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 661 increasing their positions, 1,088 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,239
Holders Change
+141
Holders Change %
+6.72%
% of All Funds
32.82%
Holding in Top 10
69
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+38%
% of All Funds
1.01%
New
302
Increased
661
Reduced
1,088
Closed
126
Calls
$1.73B
Puts
$1.29B
Net Calls
+$439M
Net Calls Change
+$59.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
851
Perigon Wealth Management
California
$2.51M +$311K +3,937 +14%
DFA
852
Delta Financial Advisors
Louisiana
$2.51M -$45.2K -572 -2%
JWM
853
Jupiter Wealth Management
Colorado
$2.51M +$343K +4,347 +16%
BG
854
Bellevue Group
Switzerland
$2.49M -$301K -3,811 -11%
ACM
855
Alta Capital Management
Utah
$2.48M +$40.4K +512 +2%
GRP
856
Global Retirement Partners
California
$2.47M +$61K +788 +3%
FTDI
857
First Trust Direct Indexing
Massachusetts
$2.46M +$261K +3,304 +12%
SFS
858
Sowell Financial Services
Arkansas
$2.45M +$91.1K +1,154 +4%
DI
859
DFPG Investments
Utah
$2.44M +$1.04M +12,848 +74%
ANTB
860
AMG National Trust Bank
Colorado
$2.43M -$31.9K -404 -1%
LG
861
LaFleur & Godfrey
Michigan
$2.41M +$55.7K +705 +2%
RGC
862
Roberts, Glore & Co
Illinois
$2.41M +$167K +2,114 +7%
IWC
863
Integrated Wealth Concepts
Massachusetts
$2.41M -$852K -10,785 -26%
PWP
864
Principle Wealth Partners
Connecticut
$2.38M -$357K -4,523 -13%
PFA
865
Pathway Financial Advisers
Indiana
$2.38M -$124K -1,568 -5%
CCT
866
Capital City Trust
Florida
$2.38M -$162K -2,046 -6%
MHS
867
M Holdings Securities
Oregon
$2.37M -$86.5K -1,095 -4%
DILIC
868
Dai-ichi Life Insurance Company
Japan
$2.37M -$704K -8,922 -23%
IPW
869
Inlet Private Wealth
Florida
$2.37M -$144K -1,825 -6%
EFS
870
Essex Financial Services
Connecticut
$2.37M -$224K -2,831 -9%
IMCOOI
871
Investment Management Corp of Ontario (IMCO)
Canada
$2.36M +$2.36M +29,936 New
CG
872
Caprock Group
Idaho
$2.36M +$149K +1,885 +7%
PMAM
873
Penn Mutual Asset Management
Pennsylvania
$2.36M +$2.36M +29,930 New
LA
874
Lynch & Associates
Indiana
$2.36M -$83.6K -1,059 -3%
BIC
875
Beach Investment Counsel
Pennsylvania
$2.34M -$649K -8,217 -22%