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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 %
GPA
1376
Garrison Point Advisors
California
$655K -$7.9K -100 -1%
GFP
1377
Gryphon Financial Partners
Ohio
$654K +$213K +2,653 +48%
AP
1378
Appleton Partners
Massachusetts
$650K -$152K -1,919 -19%
CA
1379
Claro Advisors
Massachusetts
$645K -$7.03K -89 -1%
MMPW
1380
Mitchell McLeod Pugh & Williams
Alabama
$645K -$1.18K -15 -0.2%
PCA
1381
Pallas Capital Advisors
Massachusetts
$640K -$46.7K -591 -7%
V
1382
VeraBank
Texas
$639K -$7.9K -100 -1%
MG
1383
Mather Group
Illinois
$638K +$172K +2,181 +37%
RT
1384
Rockland Trust
Massachusetts
$638K -$90.6K -1,148 -12%
BWA
1385
Blodgett Wealth Advisors
California
$635K -$407K -5,152 -39%
AWM
1386
Avior Wealth Management
Nebraska
$635K +$26.2K +332 +4%
LAM
1387
Lingohr Asset Management
Germany
$634K
PRI
1388
Prepared Retirement Institute
Pennsylvania
$633K +$633K +8,020 New
CS
1389
Cannell & Spears
New York
$633K -$5.92K -75 -0.9%
CIA
1390
Cape Investment Advisory
Georgia
$633K +$19.8K +251 +3%
QWM
1391
Quadcap Wealth Management
Texas
$631K +$631K +7,994 New
CWM
1392
Curi Wealth Management
North Carolina
$631K -$11K -139 -2%
PEA
1393
Park Edge Advisors
Ohio
$630K -$474K -6,007 -43%
IDBONY
1394
Israel Discount Bank of New York
New York
$628K -$76.4K -967 -11%
AB
1395
Atlas Brown
Kentucky
$628K -$4.26K -54 -0.7%
Koshinski Asset Management
1396
Koshinski Asset Management
Illinois
$627K +$52.4K +663 +9%
TPI
1397
Trust Point Inc
Wisconsin
$623K +$623K +7,885 New
SFB
1398
STAR Financial Bank
Indiana
$622K -$22.3K -282 -3%
GL
1399
Graypoint LLC
New York
$620K -$93.5K -1,184 -13%
NHC
1400
Nicholas Hoffman & Company
Georgia
$619K -$74.4K -942 -11%