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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 %
TCM
2051
TD Capital Management
Tennessee
$99.7K
AA
2052
AlphaMark Advisors
Kentucky
$96K +$16.9K +213 +21%
FFC
2053
First Financial Corp
Indiana
$95.8K +$2.92K +37 +3%
AWM
2054
AllSquare Wealth Management
New York
$94.5K
WWM
2055
Wolff Wiese Magana
California
$94K -$228K -2,883 -71%
CCM
2056
Chilton Capital Management
Texas
$91.9K +$8.84K +112 +11%
MHR
2057
Matthew Hamilton Rosenberg
$89.9K -$3.71K -47 -4%
PP
2058
PFS Partners
New Jersey
$88.2K +$711 +9 +0.8%
FFO
2059
Fortitude Family Office
Arizona
$86.5K +$86.5K +1,095 New
SC
2060
Stephens Consulting
Michigan
$84.4K -$316 -4 -0.4%
ME
2061
McIlrath & Eck
Washington
$82.4K +$3.79K +48 +5%
HWM
2062
HighMark Wealth Management
Minnesota
$81.9K +$789 +10 +1%
SIS
2063
Strategic Investment Solutions
Illinois
$80.9K -$954K -12,080 -92%
RA
2064
Rational Advisors
New York
$80.3K -$121K -1,537 -60%
WBC
2065
West Branch Capital
Massachusetts
$79.8K +$8.29K +105 +12%
OP
2066
ORG Partners
Indiana
$79.7K +$6.71K +85 +9%
FFA
2067
Fairfield Financial Advisors
Massachusetts
$79.2K +$632 +8 +0.8%
DF
2068
DecisionPoint Financial
Arizona
$79K
BWM
2069
BKM Wealth Management
Wisconsin
$77.1K +$77.1K +977 New
FCAS
2070
First Command Advisory Services
Texas
$76.3K
SN
2071
Sittner & Nelson
Oregon
$75.8K
CCA
2072
Criterion Capital Advisors
Tennessee
$74.8K +$74.8K +948 New
MCM
2073
MV Capital Management
Maryland
$74.8K -$316 -4 -0.4%
SR
2074
Syntax Research
Florida
$73.2K -$948 -12 -1%
GWMIA
2075
Global Wealth Management Investment Advisory
Florida
$71.8K -$3.91M -49,493 -98%