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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 %
CFS
1451
CRA Financial Services
New Jersey
$544K -$9.56K -121 -2%
LJAC
1452
L.J. Altfest & Co
New York
$543K +$543K +6,882 New
IGAM
1453
iA Global Asset Management
Quebec, Canada
$542K -$12.9M -163,887 -96%
GA
1454
GFS Advisors
Texas
$542K +$126K +1,600 +30%
SLG
1455
Stanley-Laman Group
Pennsylvania
$540K
CWM
1456
Congress Wealth Management
Massachusetts
$539K +$301K +3,806 +126%
EM
1457
ELCO Management
New York
$537K -$103K -1,310 -16%
CRWM
1458
Castle Rock Wealth Management
California
$537K -$55.5K -683 -9%
LA
1459
LexAurum Advisors
Kansas
$536K +$47.3K +599 +10%
NF
1460
Nvest Financial
New Hampshire
$535K +$535K +6,771 New
BIG
1461
Brooklyn Investment Group
New York
$533K +$533K +6,752 New
SCM
1462
Stevens Capital Management
Pennsylvania
$532K -$1.19M -15,042 -69%
SAM
1463
Seelaus Asset Management
New Jersey
$531K -$32K -405 -6%
CPA
1464
Capital Planning Advisors
California
$531K -$9.79K -124 -2%
WF
1465
Williams Financial
Vermont
$530K
PWPS
1466
Pinnacle Wealth Planning Services
Ohio
$529K +$45.4K +575 +9%
WP
1467
WMS Partners
Maryland
$529K -$87.4K -1,107 -14%
BFM
1468
Boston Financial Management
Massachusetts
$528K -$16.3K -207 -3%
SAM
1469
Smartleaf Asset Management
Massachusetts
$525K +$525K +6,802 New
MF
1470
Meridian Financial
Massachusetts
$523K +$158 +2 +0%
MWM
1471
Mission Wealth Management
California
$523K +$122K +1,544 +30%
CAM
1472
Campion Asset Management
Virginia
$523K -$24.9K -315 -5%
OFS
1473
OneAscent Financial Services
Alabama
$522K -$40.4K -511 -7%
RGF
1474
Retirement Guys Formula
Ohio
$521K -$43K -545 -8%
PFSC
1475
Peoples Financial Services Corp
Pennsylvania
$520K +$8.69K +110 +2%