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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 %
PWM
1301
Prentice Wealth Management
New York
$821K +$81.9K +1,037 +11%
AFM
1302
Abbot Financial Management
Massachusetts
$820K -$699K -8,852 -46%
WA
1303
WBH Advisory
Maryland
$815K -$10.9K -138 -1%
EP
1304
Edgestream Partners
New Jersey
$812K +$212K +2,682 +35%
CF
1305
Clarity Financial
Texas
$812K -$14.8M -187,389 -95%
GWA
1306
GGM Wealth Advisors
Maryland
$811K +$144K +1,970 +22%
WPW
1307
Waldron Private Wealth
Pennsylvania
$809K +$84.6K +1,072 +12%
Jones Financial Companies
1308
Jones Financial Companies
Missouri
$805K -$374K -4,740 -32%
CAMG
1309
CWA Asset Management Group
Florida
$803K -$336K -4,250 -29%
AHB
1310
Abner Herrman & Brock
New Jersey
$799K +$799K +10,117 New
ZIM
1311
Zacks Investment Management
Illinois
$797K -$12.3M -155,714 -94%
BDFN
1312
Bond & Devick Financial Network
Minnesota
$794K -$27.6K -350 -3%
RG
1313
Rathbones Group
United Kingdom
$791K -$474K -6,000 -37%
GEA
1314
Glen Eagle Advisors
New Jersey
$791K -$44.1K -558 -5%
CAAS
1315
Capital Asset Advisory Services
Michigan
$785K -$59.4K -752 -7%
AAS
1316
Ameritas Advisory Services
Nebraska
$784K -$431K -5,494 -35%
CHAM
1317
Clear Harbor Asset Management
Connecticut
$783K -$84.6K -1,072 -10%
WPC
1318
White Pine Capital
Minnesota
$783K -$84.3K -1,067 -10%
SC
1319
Sepio Capital
Utah
$782K +$12.9K +163 +2%
AWM
1320
Alterna Wealth Management
Texas
$780K
AWA
1321
Aaron Wealth Advisors
Illinois
$778K -$17.5K -221 -2%
ACA
1322
Aptus Capital Advisors
Alabama
$770K -$43.8K -555 -5%
CCG
1323
Cypress Capital Group
Florida
$770K -$79.9K -1,012 -9%
APG
1324
Abacus Planning Group
South Carolina
$768K -$109K -1,380 -12%
NCM
1325
Northside Capital Management
Oregon
$766K