CVS icon

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 %
MFA
1226
Mayflower Financial Advisors
Massachusetts
$950K -$32.8K -415 -3%
SACTSONJ
1227
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$948K
CPIG
1228
Chicago Partners Investment Group
Illinois
$941K -$56.8K -766 -6%
VWM
1229
VCI Wealth Management
Missouri
$936K +$936K +11,853 New
SS
1230
Sunbelt Securities
Texas
$936K +$15.9K +201 +2%
CP
1231
Camelot Portfolios
Ohio
$932K +$83.4K +1,056 +10%
CK
1232
Cohen Klingenstein
New York
$924K
CWS
1233
Confluence Wealth Services
Pennsylvania
$921K -$197K -2,498 -18%
MAA
1234
Mraz Amerine & Associates
California
$916K -$10.3K -130 -1%
VIM
1235
Vista Investment Management
Pennsylvania
$914K -$138K -1,754 -13%
WA
1236
WealthTrust Axiom
Pennsylvania
$911K +$79 +1 +0%
WFS
1237
Widmann Financial Services
Maryland
$909K -$4.58K -58 -0.5%
GAM
1238
Griffin Asset Management
New York
$908K -$66.1K -837 -7%
CIG
1239
Consolidated Investment Group
Colorado
$908K -$4.15M -52,500 -82%
TC
1240
Trust Company
Kansas
$906K +$82.7K +1,047 +10%
FHA
1241
First Horizon Advisors
Tennessee
$902K -$11.1K -140 -1%
AF
1242
Allworth Financial
California
$902K +$27.6K +350 +3%
NL
1243
Navalign LLC
California
$896K +$18.3K +232 +2%
BMC
1244
Beaton Management Company
Massachusetts
$896K -$104K -1,319 -10%
AWM
1245
Allen Wealth Management
North Carolina
$895K +$895K +11,337 New
NFSG
1246
Newbridge Financial Services Group
Florida
$895K -$28.4K -360 -3%
IA
1247
IFP Advisors
Florida
$895K -$125K -1,579 -12%
ATC
1248
Adirondack Trust Company
New York
$894K -$10.5K -141 -1%
QCG
1249
Quadrant Capital Group
Ohio
$893K -$24.8K -314 -3%
CHJWM
1250
Carlton Hofferkamp & Jenks Wealth Management
Texas
$888K -$11.1K -149 -1%