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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 %
TWD
1901
True Wealth Design
Ohio
$225K +$4.19K +53 +2%
TWM
1902
Trueblood Wealth Management
Ohio
$225K +$225K +2,852 New
CNWM
1903
Clay Northam Wealth Management
California
$225K +$225K +2,845 New
SQA
1904
Simon Quick Advisors
New Jersey
$225K +$225K +2,843 New
AWA
1905
Amplius Wealth Advisors
Pennsylvania
$224K +$224K +2,843 New
HIA
1906
Harbor Investment Advisory
Maryland
$224K -$4.9K -62 -2%
WIA
1907
World Investment Advisors
California
$224K +$224K +2,839 New
CWS
1908
Cypress Wealth Services
California
$224K -$41.8K -529 -16%
HB
1909
Horizon Bancorp
Indiana
$224K +$1.34K +17 +0.6%
BFG
1910
Berger Financial Group
Minnesota
$224K -$58K -735 -21%
CPIA
1911
Cornell Pochily Investment Advisors
New York
$223K +$223K +2,819 New
PSP
1912
Pacific Sage Partners
Washington
$222K +$222K +2,813 New
CDH
1913
Charles D. Hyman
$222K +$222K +2,818 New
FEM
1914
Fulcrum Equity Management
Texas
$222K +$222K +2,807 New
FMTC
1915
Farmers & Merchants Trust Company
California
$221K +$221K +2,802 New
BFA
1916
Beaumont Financial Advisors
Massachusetts
$219K +$219K +2,778 New
BTI
1917
Blue Trust Inc
Georgia
$219K -$20K -287 -8%
RMDI
1918
R.M. Davis Inc
Maine
$219K -$41.9K -531 -16%
FAN
1919
Financial Advisors Network
California
$218K +$218K +2,766 New
CCFP
1920
Charles Carroll Financial Partners
Massachusetts
$218K -$134K -1,700 -38%
RWMH
1921
Riverpoint Wealth Management Holdings
Illinois
$218K +$218K +2,763 New
CCFM
1922
Clear Creek Financial Management
Washington
$217K -$23.1K -292 -10%
CT
1923
Colonial Trust
South Carolina
$217K -$182K -2,304 -46%
ACIM
1924
Azimuth Capital Investment Management
Michigan
$217K -$46.8K -593 -18%
CFO
1925
Callan Family Office
Pennsylvania
$217K +$217K +2,749 New