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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 %
CAG
1626
Csenge Advisory Group
Florida
$383K -$12.1K -153 -3%
AFP
1627
Ausdal Financial Partners
Iowa
$383K +$59.1K +749 +18%
NCM
1628
NCM Capital Management
New Jersey
$382K +$79 +1 +0%
NLP
1629
Next Level Private
New York
$378K +$158 +2 +0%
UAML
1630
US Asset Management LLC
Pennsylvania
$378K +$378K +4,788 New
OFS
1631
Orrstown Financial Services
Pennsylvania
$377K +$377K +4,776 New
TFS
1632
Thoroughbred Financial Services
Tennessee
$377K -$383K -4,856 -50%
VBCG
1633
Valley Brook Capital Group
Pennsylvania
$377K -$27.6K -350 -7%
FIB
1634
First Interstate Bank
Montana
$376K -$91.6K -1,160 -20%
GM
1635
GeoWealth Management
Illinois
$372K +$372K +4,708 New
BHBT
1636
Burke & Herbert Bank & Trust
Virginia
$370K -$8.29K -105 -2%
WH
1637
Willner & Heller
California
$367K +$367K +4,645 New
SL
1638
Sentry LLC
Tennessee
$366K -$134K -1,695 -27%
FBC
1639
Fairfield, Bush & Co
Connecticut
$366K -$61.4K -778 -14%
SWM
1640
Sterling Wealth Management
Illinois
$364K +$364K +4,610 New
FWSM
1641
First Wilshire Securities Management
California
$364K
CBFP
1642
Cedar Brook Financial Partners
Ohio
$364K +$115K +1,452 +46%
CWM
1643
Cadence Wealth Management
Massachusetts
$363K
BHB
1644
Bank Hapoalim BM
Israel
$362K -$71K -900 -16%
BWM
1645
Baron Wealth Management
Michigan
$361K +$111K +1,410 +45%
KFP
1646
Keystone Financial Planning
Ohio
$361K
BWM
1647
Baystate Wealth Management
Massachusetts
$360K -$184K -2,336 -34%
RDWM
1648
Red Door Wealth Management
Tennessee
$359K +$11.2K +142 +3%
DWA
1649
Douglass Winthrop Advisors
New York
$359K +$359K +4,550 New
FF
1650
Fluent Financial
Texas
$358K -$3.51M -44,400 -91%