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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 %
DCM
1076
Davis Capital Management
Florida
$1.42M +$1.42M +18,001 New
LWM
1077
Ledge Wealth Management
Minnesota
$1.42M -$150K -1,906 -10%
MA
1078
MONECO Advisors
Connecticut
$1.41M -$39.1K -495 -3%
DSC
1079
Duncker Streett & Co
Missouri
$1.41M -$7.9K -100 -0.6%
FFM
1080
Forum Financial Management
Illinois
$1.41M +$229K +2,901 +19%
MMG
1081
Monetary Management Group
Missouri
$1.41M -$39.5K -500 -3%
PSB
1082
Piscataqua Savings Bank
New Hampshire
$1.41M -$2.37K -30 -0.2%
WAM
1083
Westport Asset Management
Connecticut
$1.4M
MS
1084
Madden Securities
Texas
$1.4M -$2.16M -27,358 -61%
BAM
1085
Belpointe Asset Management
Nevada
$1.4M +$264K +3,348 +23%
FCP
1086
Fidelis Capital Partners
Florida
$1.4M +$502K +6,357 +56%
HAM
1087
Harmony Asset Management
Arizona
$1.4M +$1.4M +17,715 New
NP
1088
NorthRock Partners
Minnesota
$1.39M +$733K +9,288 +112%
CM
1089
Columbus Macro
Pennsylvania
$1.38M -$25.7K -328 -2%
PA
1090
PSI Advisors
Florida
$1.38M -$54.2K -686 -4%
MAM
1091
Mystic Asset Management
Rhode Island
$1.37M +$88K +1,114 +7%
WAM
1092
Weatherly Asset Management
California
$1.37M -$259K -3,284 -16%
MIC
1093
Meridian Investment Counsel
California
$1.37M +$176K +2,225 +15%
CSA
1094
Cottage Street Advisors
Massachusetts
$1.36M -$318K -3,979 -19%
AWP
1095
Accretive Wealth Partners
New Jersey
$1.36M +$10K +127 +0.7%
WC
1096
Wynn Capital
Georgia
$1.36M +$1.36M +17,202 New
PTC
1097
Private Trust Company
Ohio
$1.36M -$5.45K -69 -0.4%
SCM
1098
Suvretta Capital Management
New York
$1.36M
PK
1099
Pflug Koory
Nebraska
$1.36M -$9.24K -117 -0.7%
NS
1100
NBC Securities
Alabama
$1.35M -$15.9K -201 -1%