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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 %
SMWM
1976
Silvia McColl Wealth Management
California
$201K +$201K +2,542 New
LFA
1977
Legacy Financial Advisors
Kentucky
$201K +$201K +2,540 New
IA
1978
IFG Advisors
Missouri
$200K +$200K +2,538 New
TCMP
1979
Thrive Capital Management (Pennsylvania)
Pennsylvania
$200K -$4.74K -60 -2%
CB
1980
CNB Bank
Pennsylvania
$199K -$28.8K -365 -13%
LIWM
1981
Long Island Wealth Management
New York
$199K +$199K +2,518 New
CSC
1982
Caldwell Sutter Capital
California
$197K +$19.7K +249 +11%
NECFA
1983
New England Capital Financial Advisors
Connecticut
$197K -$948 -12 -0.5%
FFA
1984
First Foundation Advisors
California
$195K -$376K -4,763 -66%
CIR
1985
Clear Investment Research
Georgia
$194K
DIP
1986
DT Investment Partners
Pennsylvania
$190K +$57.7K +781 +44%
TIM
1987
Tortoise Investment Management
New York
$190K -$1.5K -19 -0.8%
BSB
1988
Bangor Savings Bank
Maine
$188K -$50.9K -645 -21%
LB
1989
Legacy Bridge
Iowa
$188K -$38.7K -490 -17%
AIM
1990
Acropolis Investment Management
Missouri
$185K +$79 +1 +0%
CA
1991
Centerpoint Advisors
Massachusetts
$185K -$13.4K -170 -7%
AA
1992
Addison Advisors
Vermont
$183K -$23.5K -298 -11%
HFS
1993
Hantz Financial Services
Michigan
$182K -$1.58K -20 -0.9%
MA
1994
MCF Advisors
Kentucky
$181K
MCM
1995
Manchester Capital Management
Vermont
$180K +$10K +127 +6%
GWSG
1996
GPS Wealth Strategies Group
Colorado
$179K -$13.8K -175 -7%
YDMI
1997
Y.D. More Investments
Israel
$178K +$23.7K +300 +15%
RCM
1998
Richardson Capital Management
Wisconsin
$178K +$178K +2,250 New
TWM
1999
Tradition Wealth Management
Minnesota
$172K -$14.3K -181 -8%
ICM
2000
Islay Capital Management
Texas
$168K