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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 %
BOH
1576
Bank of Hawaii
Hawaii
$415K -$29.2K -370 -7%
BHA
1577
Beech Hill Advisors
New York
$415K -$19.7K -250 -5%
AP
1578
Atwood & Palmer
Missouri
$415K
KA
1579
Klingman & Associates
New York
$413K +$7.34K +93 +2%
BIM
1580
Baldwin Investment Management
Pennsylvania
$413K -$336K -4,250 -45%
RBC
1581
Roble Belko & Company
Pennsylvania
$411K +$198K +2,500 +93%
SAM
1582
Summit Asset Management
Tennessee
$411K
OBGC
1583
O'Brien Greene & Co
Pennsylvania
$411K
NL
1584
NWAM LLC
Washington
$410K -$7.98K -101 -2%
CFP
1585
Catalyst Financial Partners
Massachusetts
$410K -$50.4K -638 -11%
CC
1586
Cipher Capital
New York
$410K -$408K -5,165 -50%
S
1587
Sachetta
Massachusetts
$408K +$408K +5,165 New
HC
1588
Hamilton Capital
Ohio
$407K -$13.7K -173 -3%
MAM
1589
Martingale Asset Management
Massachusetts
$407K -$4.97K -63 -1%
BMWM
1590
Brown Miller Wealth Management
Virginia
$406K -$3.95K -50 -1%
FHC
1591
First Heartland Consultants
Missouri
$405K -$22.3K -283 -5%
WMA
1592
Wealth Management Associates
New Jersey
$404K -$17.7K -224 -4%
PPP
1593
Private Portfolio Partners
New Jersey
$404K -$29.7K -376 -7%
HCP
1594
Hexagon Capital Partners
Arkansas
$404K +$56.5K +716 +16%
FCA
1595
FLC Capital Advisors
California
$403K +$12.6K +159 +3%
FW
1596
FirstPurpose Wealth
Utah
$403K -$10.1K -128 -2%
HBW
1597
Hazlett, Burt & Watson
West Virginia
$403K -$53.9K -683 -12%
FA
1598
Fortis Advisors
Pennsylvania
$403K
CW
1599
CIC Wealth
Maryland
$400K -$53.3K -675 -12%
VAM
1600
Verity Asset Management
North Carolina
$400K +$84.1K +1,065 +27%