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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 %
WA
1251
Waverly Advisors
Alabama
$888K +$552K +6,995 +165%
DMBA
1252
Deseret Mutual Benefit Administrators
Utah
$886K -$184K -2,326 -17%
FIA
1253
Foundations Investment Advisors
Arizona
$883K -$1.81M -24,426 -67%
GWCM
1254
Godshalk Welsh Capital Management
Pennsylvania
$880K
RL
1255
Rogco LP
Oklahoma
$880K +$164K +2,078 +23%
CGL
1256
Clarius Group LLC
Washington
$880K +$8.84K +112 +1%
IAMOG
1257
Investors Asset Management of Georgia
Georgia
$878K +$4.19K +53 +0.5%
BJL
1258
Brighton Jones LLC
Washington
$878K -$48.2K -610 -5%
FNFDCM
1259
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$877K +$158 +2 +0%
WMP
1260
Wealth Management Partners
Arizona
$877K +$31.7K +401 +4%
FFA
1261
Founders Financial Alliance
North Carolina
$876K +$20.5K +260 +2%
BP
1262
Ballentine Partners
Massachusetts
$873K -$336K -4,249 -28%
EI
1263
Ellevest Inc
New York
$872K +$428K +5,417 +96%
CCA
1264
Checchi Capital Advisers
California
$872K +$50.3K +637 +6%
SWM
1265
Silverlake Wealth Management
Vermont
$871K -$191K -2,425 -18%
DT
1266
Diversified Trust
Tennessee
$870K -$837K -10,596 -49%
BAM
1267
Blueshift Asset Management
New Jersey
$867K -$525K -6,653 -38%
ACP
1268
Aviance Capital Partners
Florida
$865K +$1.5K +19 +0.2%
BBHC
1269
Brown Brothers Harriman & Co
New York
$865K -$678K -8,584 -44%
CIA
1270
Compass Ion Advisors
Pennsylvania
$864K +$71.4K +904 +9%
WPP
1271
Whalerock Point Partners
Rhode Island
$864K -$69.9K -885 -7%
GSWM
1272
Greenup Street Wealth Management
Michigan
$863K +$863K +10,924 New
RBFC
1273
Roman Butler Fullerton & Co
Missouri
$862K -$121K -1,663 -12%
S
1274
SimplyRich
California
$861K +$17.4K +220 +2%
EWA
1275
EverSource Wealth Advisors
Alabama
$860K -$516K -6,533 -37%