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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 %
BA
1651
Ballast Advisors
Minnesota
$357K -$59.6K -755 -14%
RCM
1652
Regency Capital Management
Hawaii
$355K
OP
1653
Oldfield Partners
United Kingdom
$355K +$355K +4,500 New
WP
1654
WealthShield Partners
North Carolina
$355K +$11.1K +141 +3%
FNBOO
1655
First National Bank of Omaha
Nebraska
$354K -$38.8K -492 -10%
JWM
1656
JGP Wealth Management
Oregon
$354K +$60.6K +768 +21%
FAIM
1657
Financial Advocates Investment Management
Washington
$353K -$161K -2,042 -31%
HB
1658
HTLF Bank
Colorado
$353K +$353K +4,467 New
BW
1659
Bison Wealth
Georgia
$353K -$499K -6,320 -59%
CH
1660
Canton Hathaway
Rhode Island
$352K
CNBTD
1661
Citizens National Bank Trust Department
Mississippi
$351K -$124K -1,565 -26%
RWA
1662
Redhawk Wealth Advisors
Minnesota
$349K +$349K +4,422 New
KLCM
1663
KG&L Capital Management
Louisiana
$348K -$1.82K -24 -0.5%
CA
1664
Calton & Associates
Florida
$347K +$347K +4,391 New
NED
1665
Nancy E. Dempze
$345K -$332K -4,203 -49%
ZIC
1666
ZWJ Investment Counsel
Georgia
$345K -$7.58K -96 -2%
PFA
1667
Petra Financial Advisors
Colorado
$345K -$89K -1,127 -21%
NF
1668
Norwood Financial
Pennsylvania
$345K -$19.7K -250 -5%
BEI
1669
Benjamin Edwards Inc
Missouri
$344K +$33K +418 +11%
SFA
1670
Souders Financial Advisors
Ohio
$343K +$9.48K +120 +3%
SCM
1671
Schnieders Capital Management
California
$343K -$21.2K -268 -6%
HCM
1672
Hall Capital Management
Rhode Island
$343K -$42.6K -539 -11%
JIC
1673
Joel Isaacson & Co
New York
$343K +$14.1K +179 +4%
DDC
1674
DF Dent & Co
Maryland
$341K -$13.5K -171 -4%
FPCG
1675
Forum Private Client Group
Indiana
$340K +$340K +4,305 New