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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 %
IHL
1501
Investment House LLC
California
$493K -$689K -8,722 -58%
MSS
1502
Mitchell Sinkler & Starr
Pennsylvania
$492K +$32.4K +410 +7%
BCA
1503
Bay Colony Advisors
Massachusetts
$492K +$8.69K +110 +2%
WSTAM
1504
Wilbanks Smith & Thomas Asset Management
Virginia
$490K -$9.55K -121 -2%
DFS
1505
Dixon Fnancial Services
California
$489K +$11.4K +144 +2%
TF
1506
Tompkins Financial
New York
$489K +$58.7K +744 +14%
NG
1507
Norden Group
Utah
$487K -$53.1K -673 -10%
AC
1508
Avestar Capital
New York
$486K +$2.29K +29 +0.5%
JFA
1509
JNBA Financial Advisors
Minnesota
$485K -$39.5K -500 -8%
ICM
1510
IMS Capital Management
Oregon
$485K -$285K -3,610 -37%
PWMAG
1511
Pinnacle Wealth Management Advisory Group
New Jersey
$484K -$44.1K -559 -8%
CFGS
1512
Concourse Financial Group Securities
Alabama
$482K -$179K -2,264 -27%
AF
1513
Apexium Financial
Texas
$481K +$161K +2,038 +50%
Qube Research & Technologies (QRT)
1514
Qube Research & Technologies (QRT)
United Kingdom
$481K -$689K -8,726 -59%
IFWM
1515
Institute for Wealth Management
Colorado
$480K -$30K -380 -6%
RFO
1516
RiverGlades Family Offices
Florida
$479K
NRD
1517
Nebula Research & Development
New York
$479K +$479K +6,061 New
QC
1518
Quent Capital
New York
$476K +$3.71K +47 +0.8%
SSWM
1519
Strait & Sound Wealth Management
California
$476K -$47.1K -612 -9%
SIA
1520
Strategic Investment Advisors
Michigan
$474K -$33K -418 -7%
AC
1521
Abbrea Capital
California
$473K -$69.8K -885 -13%
GA
1522
Geller Advisors
New York
$473K -$11.9K -151 -2%
TP
1523
Tranquility Partners
Tennessee
$471K -$92.5K -1,172 -16%
HW
1524
Hamilton Wealth
California
$469K +$205K +2,590 +77%
PCM
1525
Penserra Capital Management
California
$469K -$98.6K -1,249 -17%