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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 %
PWP
1876
Private Wealth Partners
California
$234K
KCM
1877
KRS Capital Management
Michigan
$234K -$3.16K -40 -1%
MWC
1878
MBM Wealth Consultants
Missouri
$234K +$234K +3,179 New
CIG
1879
Cascade Investment Group
Colorado
$233K -$15.8K -200 -6%
MCWS
1880
McKinley Carter Wealth Services
West Virginia
$233K -$553 -7 -0.2%
FWP
1881
Falcon Wealth Planning
California
$233K -$15K -190 -6%
TAM
1882
Townsend Asset Management
North Carolina
$233K +$233K +2,946 New
SL
1883
Salomon & Ludwin
Virginia
$233K
HA
1884
Harfst & Associates
Wyoming
$233K
WMA
1885
West Michigan Advisors
Michigan
$232K +$5.69K +72 +3%
TIA
1886
Tiemann Investment Advisors
California
$230K +$9.08K +115 +4%
CFD
1887
Creative Financial Designs
Indiana
$230K +$15.5K +196 +7%
LF
1888
Lantz Financial
Illinois
$230K +$230K +2,912 New
SSW
1889
Stone Summit Wealth
Florida
$229K
TC
1890
Truvestments Capital
Florida
$228K -$9.47K -120 -4%
GIA
1891
Guyasuta Investment Advisors
Pennsylvania
$228K -$116K -1,475 -34%
CB
1892
Centennial Bank
Arkansas
$228K -$47.5K -601 -17%
MW
1893
MBL Wealth
North Carolina
$227K +$227K +2,876 New
AFG
1894
Allegheny Financial Group
Pennsylvania
$227K +$227K +2,874 New
SCM
1895
Saxony Capital Management
Missouri
$227K +$227K +2,873 New
TA
1896
TFG Advisers
Michigan
$227K -$17.6K -223 -7%
AWM
1897
Aberdeen Wealth Management
Illinois
$227K -$5.77K -73 -2%
WA1
1898
Wimmer Associates 1
California
$226K -$14.6K -185 -6%
SWA
1899
SOA Wealth Advisors
New York
$226K +$10.5K +133 +5%
AG
1900
Ascent Group
Virginia
$225K +$225K +2,917 New