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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 %
TFM
1951
TFC Financial Management
Massachusetts
$210K -$38.3K -485 -15%
PWMG
1952
Provence Wealth Management Group
California
$209K +$205K +2,602 +5,914%
CRC
1953
Curi RMB Capital
Illinois
$209K +$209K +2,645 New
LCC
1954
Lincoln Capital Corp
Rhode Island
$208K +$208K +2,640 New
PIA
1955
Powell Investment Advisors
Florida
$208K +$208K +2,637 New
BIP
1956
Blueprint Investment Partners
North Carolina
$208K +$208K +2,636 New
BOSSRA
1957
B.O.S.S. Retirement Advisors
Utah
$208K -$38.1K -483 -16%
HCM
1958
Hengehold Capital Management
Ohio
$208K -$58.7K -743 -22%
SFG
1959
StrategIQ Financial Group
Indiana
$208K +$208K +2,628 New
LFA
1960
Laraway Financial Advisors
Minnesota
$207K +$22.5K +285 +12%
PMFA
1961
Plante Moran Financial Advisors
Michigan
$207K +$16.4K +208 +9%
MCM
1962
Monument Capital Management
Virginia
$207K +$207K +2,622 New
TW
1963
Traveka Wealth
California
$206K +$206K +2,611 New
NPP
1964
New Potomac Partners
Maryland
$206K +$206K +2,610 New
ASG
1965
Ariston Services Group
California
$206K +$206K +2,608 New
1WM
1966
1858 Wealth Management
Ohio
$206K +$206K +2,605 New
GB
1967
Goepper Burkhardt
South Carolina
$206K +$206K +2,695 New
CHA
1968
Carmichael Hill & Associates
Maryland
$206K -$24.6K -312 -11%
NC
1969
NBW Capital
Massachusetts
$206K +$206K +2,603 New
OWM
1970
OneAscent Wealth Management
Alabama
$205K +$205K +2,590 New
SAM
1971
SignalPoint Asset Management
Missouri
$203K +$203K +2,575 New
FI
1972
FWG Investments
Kentucky
$203K +$203K +2,568 New
PFA
1973
Pure Financial Advisors
California
$202K +$202K +2,552 New
TWP
1974
Tyche Wealth Partners
Texas
$202K +$202K +2,552 New
RZH
1975
Relyea Zuckerberg Hanson
Connecticut
$201K +$201K +2,546 New