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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 %
GSIAS
1726
Garden State Investment Advisory Services
New Jersey
$308K -$15.2K -193 -5%
LIA
1727
LBMC Investment Advisors
Tennessee
$308K -$20.5K -260 -6%
NPT
1728
Nixon Peabody Trust
Massachusetts
$308K +$308K +3,897 New
SPL
1729
Smart Portfolios LLC
Washington
$307K +$307K +3,977 New
RIA
1730
Richwood Investment Advisors
Ohio
$307K -$2.76K -35 -0.9%
ABLA
1731
Alan B. Lancz & Associates
Ohio
$307K
WAG
1732
Winthrop Advisory Group
Massachusetts
$307K +$3.87K +49 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1733
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$306K -$13.8M -175,128 -98%
CWP
1734
Cyndeo Wealth Partners
Florida
$305K +$2.45K +31 +0.8%
IIM
1735
InTrack Investment Management
Vermont
$301K -$2.76K -35 -0.9%
CC
1736
Cannell & Co
New York
$300K -$26.5K -335 -8%
CPSC
1737
Carl P. Sherr & Co
Massachusetts
$300K -$45K -570 -13%
LWM
1738
Laidlaw Wealth Management
New York
$299K -$7.82K -99 -3%
CPA
1739
Cardiff Park Advisors
California
$298K +$632 +8 +0.2%
RIM
1740
Redwood Investment Management
Arizona
$298K +$298K +3,768 New
AAM
1741
Aureus Asset Management
Massachusetts
$298K +$44.5K +563 +18%
WIC
1742
Woodmont Investment Counsel
Tennessee
$297K -$54.8K -694 -16%
HSG
1743
Helen Stephens Group
Texas
$296K -$1.58K -20 -0.5%
KFA
1744
Krane Funds Advisors
New York
$296K -$369K -4,670 -55%
SF
1745
Symphony Financial
Texas
$296K -$10.5K -135 -3%
KFSC
1746
Keystone Financial Services (Colorado)
Colorado
$293K -$21.6K -274 -7%
HWA
1747
Heritage Wealth Advisors
Virginia
$292K
PCG
1748
Prosperity Consulting Group
Maryland
$292K +$37.8K +479 +15%
SW
1749
SkyOak Wealth
Michigan
$292K -$2.61K -33 -0.9%
C
1750
Certuity
Florida
$291K +$291K +3,691 New