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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 %
GFA
2026
Gifford Fong Associates
California
$132K
HWA
2027
HHM Wealth Advisors
Tennessee
$131K -$3.87K -49 -3%
SWM
2028
Sugarloaf Wealth Management
Georgia
$129K +$11.2K +142 +9%
FWM
2029
Focused Wealth Management
New York
$129K -$17.9K -227 -12%
WOC
2030
West Oak Capital
California
$129K
FFA
2031
Frazier Financial Advisors
Ohio
$128K +$128K +1,626 New
UIA
2032
Ulland Investment Advisors
Minnesota
$127K -$19.8K -250 -13%
BONH
2033
Bank of New Hampshire
New Hampshire
$126K -$16.1K -204 -11%
Bank Julius Baer & Co
2034
Bank Julius Baer & Co
Switzerland
$125K -$47.8K -605 -28%
WAM
2035
WFA Asset Management
Wisconsin
$121K -$95.9K -1,214 -44%
ETC
2036
Exchange Traded Concepts
Oklahoma
$121K -$352K -4,460 -74%
TCA
2037
Trifecta Capital Advisors
Illinois
$119K -$4.5K -57 -4%
CFG
2038
CKW Financial Group
Hawaii
$119K
MWM
2039
Mascoma Wealth Management
New Hampshire
$118K -$2.76K -35 -2%
FUBT
2040
First United Bank & Trust
Maryland
$116K +$116K +1,470 New
IHWM
2041
Iron Horse Wealth Management
Iowa
$115K
CTA
2042
Colonial Trust Advisors
South Carolina
$114K -$11.1K -140 -9%
BBPWM
2043
Blue Bell Private Wealth Management
Pennsylvania
$114K
AFWM
2044
Abich Financial Wealth Management
Virginia
$109K +$109K +1,376 New
GCM
2045
Gables Capital Management
Florida
$106K +$13K +165 +14%
CTWM
2046
Cherry Tree Wealth Management
Minnesota
$102K -$86.9K -1,100 -46%
DAM
2047
Delta Asset Management
Tennessee
$101K -$7.9K -100 -7%
PGAM
2048
Princeton Global Asset Management
New Jersey
$100K +$5.37K +68 +6%
JWM
2049
Janiczek Wealth Management
Colorado
$100K +$26.3K +333 +36%
OIAM
2050
OFI Invest Asset Management
France
$99.9K