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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 %
SC
1001
Sawyer & Company
Massachusetts
$1.71M -$107K -1,355 -6%
CFM
1002
Capricorn Fund Managers
United Kingdom
$1.71M
FNBT
1003
FineMark National Bank & Trust
Florida
$1.69M +$39.9K +505 +2%
SC
1004
Syon Capital
California
$1.69M +$1.1M +13,982 +187%
BMO
1005
Beck Mack & Oliver
New York
$1.68M +$1.68M +21,339 New
PFGIA
1006
Patriot Financial Group Insurance Agency
Massachusetts
$1.68M +$440K +5,569 +36%
GGA
1007
Granite Group Advisors
Connecticut
$1.67M +$1.67M +22,033 New
HSA
1008
Hussman Strategic Advisors
Maryland
$1.66M -$663K -8,400 -29%
SFP
1009
Sweet Financial Partners
Minnesota
$1.66M +$237 +3 +0%
LWA
1010
Lineweaver Wealth Advisors
Ohio
$1.66M -$507K -6,414 -23%
WCM
1011
Weik Capital Management
Pennsylvania
$1.65M -$14.6K -185 -0.9%
BFC
1012
Blue Fin Capital
Rhode Island
$1.65M -$434K -5,491 -21%
WSCM
1013
Wellington Shields Capital Management
New York
$1.64M -$766K -9,699 -32%
EHWM
1014
Eads & Heald Wealth Management
Georgia
$1.64M -$131K -1,664 -7%
SJL
1015
Shayne & Jacobs LLC
Tennessee
$1.63M
IRC
1016
Investors Research Corp
Georgia
$1.63M -$57.7K -731 -3%
TPCW
1017
TD Private Client Wealth
New York
$1.62M -$320K -4,055 -16%
SAM
1018
Sawgrass Asset Management
Florida
$1.62M -$104K -1,311 -6%
RFA
1019
Register Financial Advisors
Georgia
$1.62M +$1.26K +16 +0.1%
FSA
1020
Fort Sheridan Advisors
Illinois
$1.61M +$40K +506 +3%
TW
1021
TritonPoint Wealth
Maryland
$1.61M +$1.61M +20,400 New
SAM
1022
Secure Asset Management
Michigan
$1.61M +$43.8K +555 +3%
TG
1023
TCW Group
California
$1.61M +$1.61M +20,329 New
AIM
1024
Alhambra Investment Management
Florida
$1.6M +$26.8K +339 +2%
CIS
1025
Capital International Sarl
California
$1.59M +$1.59M +20,199 New