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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 %
SPI
1401
Sutton Place Investors
New York
$615K +$615K +7,784 New
CW
1402
CreativeOne Wealth
Kansas
$610K +$155K +1,961 +34%
IF
1403
Insight Folios
North Carolina
$610K +$5.37K +68 +0.9%
EWM
1404
Elmwood Wealth Management
California
$608K -$573K -7,262 -49%
EFMC
1405
Empire Financial Management Company
New York
$607K -$551K -6,978 -48%
SWA
1406
Stratos Wealth Advisors
Ohio
$604K +$81.7K +1,035 +16%
AIS
1407
AM Investment Strategies
Tennessee
$602K +$71.8K +908 +14%
ZF
1408
Zhang Financial
Michigan
$601K +$97.9K +1,240 +19%
TFIPS
1409
Towarzystwo Funduszy Inwestycyjnych PZU SA
$601K +$601K +7,613 New
EW
1410
Element Wealth
Mississippi
$600K -$30.6K -388 -5%
BWA
1411
BCU Wealth Advisors
Illinois
$598K +$598K +7,572 New
IP
1412
Intellectus Partners
California
$597K
EWS
1413
Eagle Wealth Strategies
New Jersey
$595K +$595K +7,531 New
CASB
1414
Cape Ann Savings Bank
Massachusetts
$594K -$75.7K -1,018 -11%
WC
1415
Weil Company
California
$591K -$440K -5,578 -43%
LSA
1416
Lion Street Advisors
Texas
$591K -$97.9K -1,240 -14%
BRIA
1417
Balanced Rock Investment Advisors
Massachusetts
$589K +$589K +7,463 New
VSQM
1418
V-Square Quantitative Management
Illinois
$589K +$349K +4,421 +146%
BHWM
1419
Bar Harbor Wealth Management
New Hampshire
$589K +$15.8K +200 +3%
PFG
1420
PAX Financial Group
Texas
$588K -$64.9K -864 -10%
JIP
1421
Jaffetilchin Investment Partners
Florida
$585K -$405K -5,126 -41%
CBNLCF
1422
Cognios Beta Neutral Large Cap Fund
Kansas
$584K -$37.4K -474 -6%
BWM
1423
Buckley Wealth Management
Nevada
$582K -$7.58K -96 -1%
FG
1424
Fiduciary Group
Georgia
$581K -$3.94M -49,931 -87%
LWL
1425
Leo Wealth LLC
Texas
$578K +$578K +7,459 New