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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 %
III
1426
Independent Investors Inc
New York
$576K -$316K -4,000 -35%
QI
1427
Qtron Investments
Massachusetts
$576K +$122K +1,542 +27%
SRC
1428
Shufro Rose & Co
New York
$570K
ARC
1429
Advisor Resource Council
Texas
$564K +$564K +7,141 New
PAM
1430
Palisade Asset Management
Minnesota
$562K +$49.7K +630 +10%
WKWM
1431
Walter & Keenan Wealth Management
Indiana
$562K -$74.6K -945 -12%
CG
1432
Clifford Group
Massachusetts
$559K -$61.7K -782 -10%
CA
1433
Crumly & Associates
Illinois
$558K +$48K +608 +9%
LI
1434
Lafayette Investments
Maryland
$557K -$35.5K -450 -6%
CWM
1435
Connecticut Wealth Management
Connecticut
$556K -$142K -1,798 -20%
BWG
1436
Beta Wealth Group
California
$553K +$316 +4 +0.1%
TWP
1437
Tempus Wealth Planning
California
$553K -$37.4K -474 -6%
MW
1438
Marcum Wealth
Ohio
$553K +$12.9K +164 +2%
JFGIW
1439
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K +$271K +3,437 +97%
ET
1440
Entropy Technologies
New York
$551K +$551K +6,975 New
HIM
1441
Hillsdale Investment Management
Ontario, Canada
$550K +$2.37K +30 +0.4%
MW
1442
Maia Wealth
Colorado
$550K +$550K +6,969 New
ITIM
1443
Indiana Trust & Investment Management
Indiana
$550K -$66.7K -845 -11%
LFS
1444
Leibman Financial Services
Nebraska
$549K +$549K +6,955 New
EL
1445
Essex LLC
Illinois
$549K +$19.3K +245 +4%
OHWA
1446
Oak Hill Wealth Advisors
Virginia
$549K -$35.6K -451 -6%
BSA
1447
Bull Street Advisors
Georgia
$547K -$4.74K -60 -0.9%
AW
1448
Atlas Wealth
Ohio
$546K
EWA
1449
Etesian Wealth Advisors
Oregon
$546K -$27.6K -350 -5%
CCA
1450
Cora Capital Advisors
New Jersey
$545K -$35.5K -449 -6%