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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 %
PA
1751
Procyon Advisors
Connecticut
$291K +$44K +557 +18%
FNC
1752
First National Corp
Massachusetts
$291K -$15.2K -193 -5%
NA
1753
Navellier & Associates
Nevada
$290K
MSFP
1754
Mark Sheptoff Financial Planning
Connecticut
$290K -$43.4K -550 -13%
AL
1755
Aspiriant LLC
California
$290K -$57.5K -728 -17%
WP
1756
Westmount Partners
California
$289K -$3.16K -40 -1%
AG
1757
AlTi Global
New York
$289K +$289K +3,661 New
EFM
1758
E Fund Management
China
$289K +$24.7K +313 +9%
SFM
1759
Signet Financial Management
New Jersey
$288K +$4.9K +62 +2%
HPM
1760
Hoxton Planning & Management
West Virginia
$288K -$126K -1,598 -30%
HBT
1761
Heartland Bank & Trust
Illinois
$288K +$288K +3,644 New
TC
1762
Trilogy Capital
California
$287K -$140K -1,768 -33%
GBT
1763
Grove Bank & Trust
Florida
$286K -$83.3K -1,055 -23%
CIP
1764
Chartwell Investment Partners
Pennsylvania
$286K -$1.26K -16 -0.4%
SVWAG
1765
Sound View Wealth Advisors Group
Georgia
$286K -$32.3K -409 -10%
PSFG
1766
Prairie Sky Financial Group
Illinois
$285K +$11.1K +141 +4%
SM
1767
Sciencast Management
New Jersey
$285K +$285K +3,612 New
OFG
1768
Oxford Financial Group
Indiana
$285K +$3K +38 +1%
AO
1769
Advisor OS
Illinois
$285K +$285K +3,607 New
PB
1770
Pinnacle Bancorp
Nebraska
$285K +$11.8K +150 +4%
EWM
1771
Edge Wealth Management
New York
$283K -$1.18K -15 -0.4%
EWS
1772
Evergreen Wealth Solutions
Pennsylvania
$283K +$30.2K +383 +12%
PWM
1773
Partnership Wealth Management
Maryland
$282K +$282K +3,792 New
KFS
1774
Kaizen Financial Strategies
California
$281K +$2.21K +28 +0.8%
SIM
1775
Sentry Investment Management
Wisconsin
$280K -$309K -3,918 -52%