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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 %
VHAM
1551
Van Hulzen Asset Management
California
$444K -$5.53K -70 -1%
VC
1552
Vicus Capital
Pennsylvania
$443K -$61K -772 -12%
LGG
1553
Luts & Greenleigh Group
Maryland
$441K +$441K +5,590 New
MA
1554
MKT Advisors
California
$441K -$4.89K -60 -1%
EFH
1555
Eaton Financial Holdings
Florida
$441K -$273K -3,452 -38%
WJWM
1556
Williams Jones Wealth Management
New York
$440K -$84.1K -1,065 -16%
OC
1557
Oakworth Capital
Alabama
$438K +$122K +1,540 +38%
FMLI
1558
Fukoku Mutual Life Insurance
Japan
$435K -$35.8K -453 -8%
SFA
1559
Seneca Financial Advisors
New York
$434K +$434K +5,500 New
OCM
1560
Orion Capital Management
California
$432K -$58.4K -740 -12%
WLIM
1561
White Lighthouse Investment Management
Massachusetts
$426K
AIM
1562
Aigen Investment Management
New York
$424K -$281K -3,553 -40%
SIC
1563
Samalin Investment Counsel
New York
$424K -$16.4K -208 -4%
AF
1564
Advisornet Financial
Minnesota
$423K -$81.5K -1,032 -16%
CWM
1565
Centurion Wealth Management
Virginia
$423K +$41.4K +524 +11%
VH
1566
Visionary Horizons
Tennessee
$421K +$421K +5,329 New
HGA
1567
Hobbs Group Advisors
South Carolina
$421K +$421K +5,326 New
FOA
1568
Five Oceans Advisors
California
$420K -$1.97K -25 -0.5%
OWA
1569
Opal Wealth Advisors
New York
$420K -$40.9K -518 -9%
EFSCE
1570
Enterprise Financial Services Corp (EFSC)
Missouri
$420K -$14.1K -178 -3%
EL
1571
EMFO LLC
Florida
$419K
CSIC
1572
Clifford Swan Investment Counsel
California
$417K -$14.8K -187 -3%
Fiera Capital (Canada)
1573
Fiera Capital (Canada)
Quebec, Canada
$416K +$79 +1 +0%
FIM
1574
Freedom Investment Management
Connecticut
$415K -$239K -3,027 -37%
HDIM
1575
Hanson & Doremus Investment Management
Vermont
$415K -$196K -2,482 -32%