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 %
CA
1851
Carson Advisory
Georgia
$244K -$81.4K -1,031 -25%
GFPC
1852
Global Financial Private Client
Florida
$244K -$146K -1,850 -37%
OWP
1853
Obermeyer Wealth Partners
Colorado
$243K -$6.32K -80 -3%
BOS
1854
Bank of Stockton
California
$243K
RF
1855
Robbins Farley
New Hampshire
$243K
MFG
1856
Magnus Financial Group
New York
$243K -$912K -11,551 -79%
KA
1857
KLCM Advisors
Wisconsin
$243K +$158 +2 +0.1%
QP
1858
Quilter Plc
United Kingdom
$242K
APIM
1859
Agate Pass Investment Management
Washington
$241K +$4.58K +58 +2%
CA
1860
CoreCap Advisors
Michigan
$241K +$14.7K +186 +6%
CPC
1861
Congress Park Capital
New York
$241K -$156K -1,975 -39%
SP
1862
Stonebrook Private
Michigan
$241K +$241K +3,049 New
LGA
1863
Lebenthal Global Advisors
New York
$241K +$241K +3,048 New
CCM
1864
Chaney Capital Management
Washington
$241K +$241K +3,046 New
PCM
1865
Pointe Capital Management
Michigan
$240K
GFS
1866
GYL Financial Synergies
Connecticut
$240K -$51.9K -657 -18%
RWP
1867
Revolve Wealth Partners
New Jersey
$239K -$45.7K -579 -16%
VIP
1868
Vista Investment Partners
Oklahoma
$238K +$238K +3,011 New
BWM
1869
Brown Wealth Management
Illinois
$237K
SOW
1870
State of Wyoming
Wyoming
$237K -$118K -1,499 -33%
GCIA
1871
Gabelli & Co Investment Advisers
New York
$237K
RG
1872
Renaissance Group
Kentucky
$237K +$7.18K +91 +3%
RFA
1873
Resurgent Financial Advisors
Georgia
$236K -$2.76K -35 -1%
AGC
1874
Aspen Grove Capital
Colorado
$236K +$236K +2,985 New
BWP
1875
BSW Wealth Partners
Colorado
$235K -$947 -12 -0.4%