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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 %
MSAM
1026
Moloney Securities Asset Management
Missouri
$1.59M -$43.8K -555 -3%
LMKC
1027
L.M. Kohn & Company
Ohio
$1.59M +$66.2K +839 +4%
SLI
1028
Sumitomo Life Insurance
Japan
$1.59M -$82.4K -1,044 -5%
SFWA
1029
Summit Financial Wealth Advisors
Louisiana
$1.59M -$68.2K -864 -4%
LF
1030
LifePlan Financial
Minnesota
$1.58M +$1.58M +20,019 New
TFGT
1031
TS Financial Group (TSFG)
Illinois
$1.58M -$13.3K -168 -0.8%
APM
1032
Advanced Portfolio Management
New York
$1.57M +$1.57M +19,940 New
GWM
1033
GSB Wealth Management
Connecticut
$1.57M -$188K -2,384 -11%
AA
1034
ALPS Advisors
Colorado
$1.57M -$100K -1,267 -6%
OIM
1035
Orca Investment Management
Oregon
$1.57M -$948 -12 -0.1%
PPWP
1036
Premier Path Wealth Partners
New Jersey
$1.57M +$1.57M +19,679 New
OHWP
1037
Oak Harbor Wealth Partners
North Carolina
$1.56M -$443K -5,605 -22%
DCM
1038
Delta Capital Management
New Jersey
$1.56M -$1.58K -20 -0.1%
IAS
1039
Investment Advisory Services
Texas
$1.56M -$385K -4,877 -20%
KF
1040
KKM Financial
Illinois
$1.56M +$1.56M +19,702 New
HKIM
1041
Hayek Kallen Investment Management
Alabama
$1.55M -$19.2K -243 -1%
DI
1042
Diligent Investors
California
$1.55M -$8.21K -104 -0.5%
FA
1043
FDx Advisors
Illinois
$1.55M +$428K +5,414 +38%
CIA
1044
Cladis Investment Advisory
Montana
$1.55M -$316 -4 -0%
CCM
1045
Coldstream Capital Management
Washington
$1.54M +$126K +1,598 +9%
GSB
1046
Greenfield Savings Bank
Massachusetts
$1.54M +$15K +190 +1%
ICM
1047
Intrepid Capital Management
Florida
$1.54M
6F
1048
626 Financial
Michigan
$1.54M -$441K -5,580 -22%
AC
1049
Addison Capital
Pennsylvania
$1.54M +$427K +5,412 +38%
WPC
1050
Wedmont Private Capital
Pennsylvania
$1.54M +$225K +2,791 +17%