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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 %
S
926
SignatureFD
Georgia
$2.05M -$25.3K -321 -1%
LNC
927
Lincoln National Corp
Pennsylvania
$2.05M -$173K -2,189 -8%
BMC
928
Benin Management Corp
Connecticut
$2.03M -$816K -10,340 -29%
ACM
929
Ategra Capital Management
Virginia
$2.03M -$68.4K -866 -3%
CIAS
930
Capital Investment Advisory Services
North Carolina
$2M -$9.87K -125 -0.5%
KA
931
Kovack Advisors
Florida
$2M +$794K +10,050 +66%
TSWM
932
Triangle Securities Wealth Management
North Carolina
$1.99M -$15.2K -192 -0.8%
EHC
933
Everett Harris & Co
California
$1.99M -$412K -5,215 -17%
WEG
934
World Equity Group
Illinois
$1.99M +$15.3K +194 +0.8%
FCCM
935
First City Capital Management
Georgia
$1.98M -$73.9K -936 -4%
LWA
936
Lantern Wealth Advisors
New York
$1.98M +$1.98M +25,013 New
AWAP
937
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.96M -$13.7K -174 -0.7%
BLC
938
Brown, Lisle/Cummings
Rhode Island
$1.96M +$244K +3,093 +14%
CA
939
Clearstead Advisors
Ohio
$1.96M -$1.36M -17,161 -41%
SWK
940
Stephen W. Kidder
$1.95M -$998K -12,638 -34%
PAM
941
Paradigm Asset Management
New York
$1.94M -$63.2K -800 -3%
CAM
942
Cidel Asset Management
Ontario, Canada
$1.94M +$1.6M +20,319 +475%
MWM
943
Meridian Wealth Management
Kentucky
$1.93M -$1.61M -20,394 -45%
PA
944
Parallel Advisors
California
$1.92M +$295K +3,732 +18%
PI
945
PFG Investments
New York
$1.91M -$27.5K -348 -1%
AWA
946
Arete Wealth Advisors
Illinois
$1.91M +$1.91M +24,214 New
BMCM
947
Bryn Mawr Capital Management
Pennsylvania
$1.91M -$1.5M -19,040 -44%
FFN
948
Focus Financial Network
Minnesota
$1.91M +$481K +6,092 +34%
GF
949
Gries Financial
Ohio
$1.9M +$179K +2,268 +10%
PCS
950
Personal CFO Solutions
New Jersey
$1.9M +$367K +4,646 +24%