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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 %
PAG
1701
Powers Advisory Group
Illinois
$326K +$7.19K +91 +2%
LSC
1702
Lesa Sroufe & Co
Washington
$326K
TI
1703
Truepoint Inc
Ohio
$326K -$8.73M -110,515 -96%
DWM
1704
Drive Wealth Management
Utah
$325K +$325K +4,120 New
CIC
1705
Crawford Investment Counsel
Georgia
$324K -$13.6K -172 -4%
CA
1706
Cornerstone Advisory
Maryland
$324K -$398K -5,039 -55%
IP
1707
Ignite Planners
California
$324K -$95.8K -1,185 -23%
EAM
1708
Empirical Asset Management
Massachusetts
$323K +$474 +6 +0.1%
SI
1709
Saxon Interests
Texas
$323K +$323K +4,087 New
S
1710
Sunpointe
Missouri
$322K +$322K +4,076 New
SCM
1711
Sterneck Capital Management
Missouri
$320K
SIM
1712
Stratos Investment Management
Ohio
$319K -$70.6K -894 -18%
WHCI
1713
W.H. Cornerstone Investments
Massachusetts
$318K -$44.4K -563 -12%
LRPA
1714
L. Roy Papp & Associates
Arizona
$317K
DFG
1715
Delta Financial Group
New Jersey
$317K -$14.1K -179 -4%
OIA
1716
Optimum Investment Advisors
Illinois
$317K -$23.8K -302 -7%
FC
1717
Fulcrum Capital
Washington
$316K
PIM
1718
Plato Investment Management
Australia
$316K +$316K +3,996 New
BWM
1719
BCS Wealth Management
Tennessee
$315K -$20K -253 -6%
RFN
1720
RDA Financial Network
Iowa
$315K -$21.1K -267 -6%
AI
1721
AXS Investments
New York
$311K -$37K -469 -11%
AWM
1722
Aprio Wealth Management
Georgia
$311K +$12.6K +160 +4%
GA
1723
Greytown Advisors
Florida
$309K
1IA
1724
1620 Investment Advisors
Massachusetts
$309K +$4.74K +60 +2%
AMIM
1725
Aull & Monroe Investment Management
Alabama
$309K