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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 %
LCM
1926
LVM Capital Management
Michigan
$217K +$217K +2,746 New
SDAM
1927
Shulman DeMeo Asset Management
New York
$217K +$217K +2,748 New
TNA
1928
True North Advisors
Texas
$216K -$15.3K -194 -7%
CSWG
1929
Cardinal Strategic Wealth Guidance
Kentucky
$216K -$64K -810 -23%
GFA
1930
Gallagher Fiduciary Advisors
Illinois
$215K -$25.5K -323 -11%
TFA
1931
Tranquilli Financial Advisor
New Jersey
$215K -$36.4K -461 -14%
ANBT
1932
American National Bank & Trust
Texas
$215K -$20.8K -263 -9%
FMI
1933
F/M Investments
District of Columbia
$215K +$215K +2,719 New
NRC
1934
New Republic Capital
North Carolina
$214K +$214K +2,712 New
FPAS
1935
Focus Partners Advisor Solutions
Missouri
$214K -$28.4K -360 -12%
EWM
1936
Empirical Wealth Management
Washington
$214K +$214K +2,709 New
PFC
1937
Phocas Financial Corp
California
$214K -$31.6K -400 -13%
CMS
1938
Capital Market Strategies
Florida
$213K -$28.9K -366 -12%
NJBEST
1939
New Jersey Better Educational Savings Trust
New Jersey
$213K +$213K +2,700 New
AWE
1940
Avidian Wealth Enterprises
Texas
$213K -$76.1K -963 -26%
PIA
1941
Perennial Investment Advisors
California
$213K -$14.9K -189 -7%
Loomis, Sayles & Company
1942
Loomis, Sayles & Company
Massachusetts
$212K -$3K -38 -1%
DI
1943
DAGCO Inc
Ohio
$212K +$212K +2,681 New
DWS
1944
Dynamic Wealth Strategies
California
$212K +$212K +2,681 New
JWM
1945
Jeppson Wealth Management
California
$211K +$211K +2,675 New
SWP
1946
Semus Wealth Partners
Florida
$211K +$211K +2,675 New
WA
1947
Win Advisors
Florida
$211K +$211K +2,668 New
RWS
1948
Resolute Wealth Strategies
Mississippi
$211K +$211K +2,666 New
SIS
1949
Sound Income Strategies
Florida
$211K +$30.9K +391 +17%
XT
1950
XTX Topco
Cayman Islands
$210K +$210K +2,655 New