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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 %
SBIA
1126
Sheaff Brock Investment Advisors
Indiana
$1.26M -$5.19M -65,724 -81%
DP
1127
Dearborn Partners
Illinois
$1.25M +$266K +3,368 +27%
TCA
1128
Transcend Capital Advisors
New Jersey
$1.25M -$91.9K -1,164 -7%
SWM
1129
Spire Wealth Management
Virginia
$1.24M -$25.4K -347 -2%
NC
1130
Napatree Capital
Rhode Island
$1.24M +$1.24M +15,684 New
CBTWT
1131
Community Bank & Trust (Waco, Texas)
Texas
$1.23M +$936K +11,851 +321%
GWMR
1132
GC Wealth Management RIA
Massachusetts
$1.22M +$1.22M +15,512 New
SCA
1133
Stonebridge Capital Advisors
Minnesota
$1.22M -$7.24M -91,741 -86%
CF
1134
Centaurus Financial
California
$1.22M +$23.8K +301 +2%
WQ
1135
Wealth Quarterback
New Jersey
$1.21M -$64.7K -820 -5%
YIA
1136
YHB Investment Advisors
Connecticut
$1.21M -$777K -9,844 -39%
CAI
1137
Capital Advisors Inc
Oklahoma
$1.21M -$52.4K -664 -4%
UBG
1138
United Bank (Georgia)
Georgia
$1.21M -$81.2K -1,028 -6%
FPB
1139
First PREMIER Bank
South Dakota
$1.21M -$30.6K -388 -2%
VFPI
1140
Vantage Financial Partners (Illinois)
Illinois
$1.2M -$51.3K -650 -4%
AWS
1141
Aspen Wealth Strategies
Colorado
$1.2M +$16.9K +214 +1%
PI
1142
Pettee Investors
Connecticut
$1.2M -$11.8K -150 -1%
ADMI
1143
Albert D. Mason Inc
Massachusetts
$1.2M -$9.24K -117 -0.8%
GFG
1144
Greystone Financial Group
Michigan
$1.19M -$44.1K -558 -4%
TAM
1145
Trust Asset Management
Texas
$1.19M
NB
1146
Nicolet Bankshares
Wisconsin
$1.19M -$86.7K -1,098 -7%
SC
1147
Shay Capital
New York
$1.18M +$1.18M +15,000 New
FFH
1148
Fairfax Financial Holdings
Ontario, Canada
$1.18M
IB
1149
Intrust Bank
Kansas
$1.18M +$166K +2,107 +16%
WA
1150
Wealth Alliance
New York
$1.18M +$18.6K +236 +2%