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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 %
LCWP
1351
Legacy Capital Wealth Partners
Arkansas
$709K -$83.3K -1,055 -11%
ST
1352
Smithfield Trust
Pennsylvania
$708K -$9.34K -118 -1%
CWM
1353
Concentric Wealth Management
California
$708K -$3.81M -48,228 -84%
TA
1354
Tectonic Advisors
Texas
$706K +$39.8K +504 +6%
UCB
1355
United Community Bank
South Carolina
$705K +$460K +5,826 +188%
VF
1356
VitalStone Financial
Texas
$703K +$679K +8,599 +2,819%
GI
1357
GS Investments
Minnesota
$699K
CIP
1358
Convergence Investment Partners
Florida
$697K +$75.8K +960 +12%
SP
1359
Symmetry Partners
Connecticut
$695K -$444K -5,621 -39%
FAM
1360
Formidable Asset Management
Ohio
$694K -$51.6K -653 -7%
PWA
1361
Providence Wealth Advisors
Illinois
$694K +$225K +4,143 +48%
HAS
1362
HBW Advisory Services
California
$693K +$23.8K +301 +4%
QWP
1363
Quotient Wealth Partners
Texas
$692K +$692K +8,759 New
KAS
1364
KPP Advisory Services
Kentucky
$689K -$37.2K -471 -5%
PM
1365
Penbrook Management
New York
$687K +$3.95K +50 +0.6%
NHT
1366
New Hampshire Trust
New Hampshire
$686K -$50.9K -645 -7%
SGI
1367
Summit Global Investments
Utah
$686K -$211K -2,676 -24%
OWA
1368
Outlook Wealth Advisors
Texas
$684K -$154K -1,947 -18%
PMA
1369
Prudent Man Advisors
Illinois
$683K -$39.2K -497 -5%
BL
1370
Balentine LLC
Georgia
$666K +$45.2K +572 +7%
NP
1371
Nilsine Partners
Colorado
$665K -$1.58K -20 -0.2%
MC
1372
Matisse Capital
Oregon
$663K
STA
1373
Summit Trail Advisors
New York
$662K -$10K -127 -1%
LW
1374
Lauer Wealth
Indiana
$659K -$324K -4,383 -33%
VCG
1375
Vantage Consulting Group
Virginia
$656K -$131K -1,656 -17%