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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 %
JWA
1526
JFS Wealth Advisors
Pennsylvania
$464K -$31K -393 -6%
BO
1527
Bank OZK
Arkansas
$463K -$88K -1,115 -16%
KFI
1528
Key Financial Inc
Pennsylvania
$463K
MWA
1529
Meridian Wealth Advisors
Texas
$460K -$37.3K -473 -8%
FFG
1530
Frisch Financial Group
New York
$459K -$71.1K -899 -13%
RCG
1531
Regatta Capital Group
California
$459K +$12.9K +164 +3%
WFAG
1532
Wescott Financial Advisory Group
Pennsylvania
$458K
MWA
1533
MFA Wealth Advisors
Pennsylvania
$457K +$457K +5,792 New
PCM
1534
Perkins Capital Management
Minnesota
$457K +$39.4K +500 +9%
SFP
1535
Shepherd Financial Partners
Massachusetts
$456K +$1.34K +17 +0.3%
FWTB
1536
First Western Trust Bank
Colorado
$455K +$455K +5,767 New
WDA
1537
Wendell David Associates
New Hampshire
$455K -$197K -2,500 -30%
TFG
1538
Taylor Financial Group
Virginia
$454K +$454K +5,750 New
SOS
1539
Silver Oak Securities
Tennessee
$453K +$271K +3,427 +149%
CCWM
1540
Cassaday & Co Wealth Management
Virginia
$453K -$34.9K -442 -7%
MFG
1541
Midwest Financial Group
Kansas
$452K -$71.5K -905 -14%
LPT
1542
Legacy Private Trust
Wisconsin
$451K -$28.5K -361 -6%
AA
1543
AlphaQ Advisors
Florida
$450K +$142K +1,797 +46%
PFBT
1544
Parkside Financial Bank & Trust
Missouri
$449K -$7.58K -96 -2%
WIA
1545
Westbourne Investment Advisors
Maryland
$448K -$68.4K -865 -13%
SMH
1546
Sanders Morris Harris
Texas
$447K -$18.3K -227 -4%
NIWA
1547
New Insight Wealth Advisors
California
$447K +$447K +5,666 New
AOI
1548
Auto-Owners Insurance
Michigan
$447K
BOPW
1549
Brandywine Oak Private Wealth
Pennsylvania
$446K -$63.8K -808 -13%
CFO
1550
CVA Family Office
Colorado
$446K +$34.7K +439 +8%