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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 %
WS
1476
Wela Strategies
Georgia
$520K +$58.9K +746 +13%
Optiver Holding
1477
Optiver Holding
Netherlands
$518K +$518K +6,562 New
FFP
1478
FourThought Financial Partners
Florida
$517K +$47.3K +599 +10%
OIM
1479
Oder Investment Management
California
$515K -$134K -1,696 -21%
KCFA
1480
Key Client Fiduciary Advisors
New Jersey
$514K +$24.8K +314 +5%
BCG
1481
Breakwater Capital Group
New Jersey
$511K +$11.6K +157 +2%
WIP
1482
WealthCare Investment Partners
Rhode Island
$510K -$44.1K -546 -8%
CTFG
1483
Capstone Triton Financial Group
Oklahoma
$510K -$226K -2,863 -31%
LFG
1484
Larson Financial Group
Missouri
$509K +$457K +5,790 +875%
MCC
1485
Money Concepts Capital
Florida
$509K +$3.32K +42 +0.7%
GIS
1486
Grayhawk Investment Strategies
Alberta, Canada
$509K +$509K +6,444 New
GI
1487
GAMMA Investing
California
$508K +$508K +6,836 New
AIA
1488
Angeles Investment Advisors
California
$505K +$9.55K +121 +2%
AIM
1489
Athena Investment Management
California
$504K -$12.3K -156 -2%
RMF
1490
Red Mountain Financial
Colorado
$504K +$504K +6,385 New
HI
1491
Harbour Investments
Wisconsin
$503K -$329K -4,162 -39%
3IP
1492
3Chopt Investment Partners
Virginia
$501K +$501K +6,342 New
APP
1493
Avantax Planning Partners
Iowa
$500K -$147K -1,858 -23%
CI
1494
CX Institutional
Indiana
$500K +$163K +2,068 +48%
RWMG
1495
Redwood Wealth Management Group
New Jersey
$500K -$2.92K -37 -0.6%
MSA
1496
Marino Stram & Associates
Massachusetts
$499K -$1.5K -19 -0.3%
CG
1497
Cutler Group
California
$496K +$465K +5,893 +1,477%
BFAG
1498
Blackston Financial Advisory Group
Florida
$495K +$15.9K +201 +3%
HCM
1499
Hollencrest Capital Management
California
$494K +$53.3K +675 +12%
PIFP
1500
Partners in Financial Planning
Virginia
$494K