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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 %
OHIS
1826
Oak Harvest Investment Services
Texas
$258K -$2.76K -35 -1%
HIIFS
1827
Harel Insurance Investments & Financial Services
Israel
$257K -$52.8K -668 -17%
FDDB
1828
Fidelity D&D Bancorp
Pennsylvania
$257K -$24.7K -313 -9%
SFS
1829
Strategic Financial Services
New York
$256K -$261K -3,300 -50%
TIA
1830
Traphagen Investment Advisors
New Jersey
$256K +$18.6K +236 +8%
BBNA
1831
Bremer Bank National Association
Minnesota
$255K -$3.87K -49 -1%
HS
1832
Horan Securities
United States
$255K +$1.82K +23 +0.7%
BFA
1833
Bragg Financial Advisors
North Carolina
$255K -$102K -1,294 -29%
ST
1834
Sabal Trust
Florida
$255K +$255K +3,224 New
FL
1835
Fort LP
Maryland
$254K -$19.5K -247 -7%
HR
1836
Howe & Rusling
New York
$253K -$37.3K -472 -13%
HFP
1837
Holistic Financial Partners
Indiana
$253K +$253K +3,205 New
OPA
1838
Old Port Advisors
Maine
$252K -$64.3K -814 -20%
FMB
1839
Field & Main Bank
Kentucky
$251K -$111K -1,409 -31%
RIM
1840
Rakuten Investment Management
Japan
$251K +$251K +3,176 New
AFAS
1841
Acorn Financial Advisory Services
Virginia
$251K +$9K +114 +4%
RFS
1842
Retirement Financial Solutions
Tennessee
$249K
IIM
1843
Ipswich Investment Management
Massachusetts
$248K -$19.8K -251 -7%
SI
1844
Seeds Investor
New York
$248K +$248K +3,137 New
PCP
1845
Proficio Capital Partners
Massachusetts
$247K -$49.4K -625 -17%
Financial Engines Advisors
1846
Financial Engines Advisors
California
$246K +$246K +3,119 New
CPSAC
1847
Chas P. Smith & Associates (CPS)
Florida
$246K +$3.31K +42 +1%
GCIM
1848
Gunn & Company Investment Management
Florida
$246K +$246K +3,118 New
CP
1849
Canopy Partners
Ohio
$245K +$245K +3,107 New
BWP
1850
Balboa Wealth Partners
Arizona
$245K +$8.29K +105 +3%