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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 %
SFI
1201
SPC Financial Inc
Maryland
$1.02M +$23.1K +292 +2%
USB
1202
Union Savings Bank
Connecticut
$1.02M -$54.5K -690 -5%
SJIM
1203
St. Johns Investment Management
Florida
$1.02M +$41.5K +526 +4%
DTL
1204
Dynamic Technology Lab
Singapore
$1.02M +$1.02M +12,855 New
SCA
1205
St. Clair Advisors
Ohio
$1.01M +$48.7K +617 +5%
PG
1206
Proffitt & Goodson
Tennessee
$1.01M +$14.1K +178 +1%
VT
1207
Vise Technologies
New York
$1.01M +$81.5K +1,032 +9%
TAM
1208
Tocqueville Asset Management
New York
$1.01M -$54.6K -692 -5%
CD
1209
Chapin Davis
Maryland
$1.01M -$28K -355 -3%
TFA
1210
Transamerica Financial Advisors
Florida
$1M -$440K -5,575 -31%
EFM
1211
Eley Financial Management
Vermont
$998K +$15.2K +192 +2%
9WM
1212
9258 Wealth Management
Ohio
$995K -$34K -431 -3%
KCM
1213
Kendall Capital Management
Maryland
$991K -$31.2K -395 -3%
CL
1214
CSS LLC
Illinois
$987K
LSAG
1215
Lake Street Advisors Group
New Hampshire
$986K -$43.8K -555 -4%
AWP
1216
Ascent Wealth Partners
New York
$981K -$29.5K -373 -3%
SIG
1217
Sargent Investment Group
Maryland
$980K -$41.5K -525 -4%
WAP
1218
Wealthcare Advisory Partners
Pennsylvania
$974K +$3.55K +45 +0.4%
PWG
1219
Portside Wealth Group
Utah
$973K -$251K -3,178 -21%
DBIA
1220
Dumont & Blake Investment Advisors
New Jersey
$969K -$109K -1,386 -10%
BSW
1221
Buckingham Strategic Wealth
Missouri
$964K +$260K +3,290 +37%
ECM
1222
EagleClaw Capital Management
Massachusetts
$962K -$92.9K -1,176 -9%
BCM
1223
Boltwood Capital Management
California
$961K -$75.4K -955 -7%
RSWM
1224
Robertson Stephens Wealth Management
California
$960K -$1.07M -13,600 -53%
SIG
1225
Sky Investment Group
Connecticut
$953K -$135K -1,708 -12%