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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 %
DCM
1326
Donaldson Capital Management
Indiana
$764K +$64.1K +812 +9%
HWP
1327
Highline Wealth Partners
California
$758K +$395 +5 +0.1%
RTC
1328
Riverview Trust Company
Washington
$757K
GC
1329
Gratus Capital
Georgia
$754K +$410K +5,191 +119%
RI
1330
Ridgewood Investments
New Jersey
$753K -$121K -1,538 -14%
DWP
1331
Destiny Wealth Partners
Florida
$751K -$10.1K -125 -1%
UAS
1332
United Asset Strategies
New York
$751K +$172K +2,181 +30%
FWM
1333
Forza Wealth Management
Florida
$748K -$103K -1,300 -12%
PCP
1334
Pacific Capital Partners
$748K +$13.5K +171 +2%
DLHL
1335
Donald L. Hagan LLC
Florida
$747K -$28.4K -360 -4%
IF
1336
IRON Financial
Illinois
$745K -$37.9K -480 -5%
FNBTCON
1337
First National Bank & Trust Co of Newtown
Pennsylvania
$742K -$21.2K -268 -3%
BC
1338
Barrett & Company
Rhode Island
$741K -$19.1K -242 -3%
FCH
1339
Freestone Capital Holdings
Washington
$735K -$43.7K -554 -6%
MFC
1340
Mechanics Financial Corp
Ohio
$733K +$26.8K +339 +4%
CC
1341
Copperleaf Capital
North Carolina
$730K +$312K +3,956 +75%
RIA
1342
Realta Investment Advisors
Delaware
$729K -$65K -823 -8%
WBCM
1343
Wilson & Boucher Capital Management
California
$729K
CST
1344
Charles Schwab Trust
Nevada
$719K -$30.2K -382 -4%
CPW
1345
Cove Private Wealth
New York
$719K +$719K +9,104 New
SSA
1346
Sierra Summit Advisors
Nevada
$718K +$718K +9,091 New
PP
1347
Patten & Patten
Tennessee
$714K +$6K +76 +0.8%
IAS
1348
Insigneo Advisory Services
Florida
$714K +$3.71K +47 +0.5%
LC
1349
Lindbrook Capital
California
$712K +$186K +2,351 +35%
LFM
1350
LGT Fund Management
Liechtenstein
$711K