CVS icon

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 %
QPWM
1776
Quadrant Private Wealth Management
Pennsylvania
$280K -$124K -1,566 -31%
PP
1777
PDS Planning
Ohio
$280K +$17.9K +227 +7%
GPWA
1778
Great Point Wealth Advisors
Massachusetts
$279K +$279K +3,536 New
TNBTD
1779
Trustmark National Bank Trust Department
Mississippi
$279K -$20.8K -263 -7%
DTC
1780
Davidson Trust Company
Washington
$278K
IAG
1781
Investment Advisory Group
Massachusetts
$278K
GAM
1782
Grandview Asset Management
Pennsylvania
$277K -$7.83K -99 -3%
SFG
1783
Sather Financial Group
Texas
$276K
FSA
1784
Financial Sense Advisors
California
$276K +$276K +3,500 New
FB
1785
First Bancorp
Maine
$276K -$20.9K -265 -7%
CBT
1786
Central Bank & Trust
Kentucky
$276K -$4.58K -58 -2%
EFG
1787
Everhart Financial Group
Ohio
$275K -$10.9K -138 -4%
CFGA
1788
Cambridge Financial Group (Arizona)
Arizona
$275K +$275K +3,481 New
HCA
1789
Heck Capital Advisors
Wisconsin
$273K -$23.3K -295 -8%
MSFS
1790
Main Street Financial Solutions
Pennsylvania
$273K -$316 -4 -0.1%
AHL
1791
Abel Hall LLC
Louisiana
$272K +$272K +3,451 New
FMP
1792
Financial Management Professionals
Texas
$272K +$34.9K +441 +15%
AC
1793
Apella Capital
Connecticut
$272K +$10.9K +136 +4%
TSWM
1794
Tyler-Stone Wealth Management
Ohio
$271K +$4.34K +55 +2%
AMM
1795
American Money Management
California
$271K +$316 +4 +0.1%
TA
1796
TrueWealth Advisors
Alabama
$271K -$17.9K -227 -6%
DWM
1797
Defined Wealth Management
Oregon
$271K +$1.74K +22 +0.6%
QCIG
1798
Quad-Cities Investment Group
Iowa
$271K +$81 +1 +0%
AA
1799
Advisory Alpha
Michigan
$270K -$19.7K -250 -7%
CCB
1800
Cutter & Co Brokerage
Missouri
$270K +$270K +3,421 New