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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 %
UOTTAIMCU
2076
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$69.8K
CT
2077
Clearstead Trust
Maine
$68.5K -$68K -861 -50%
CFFP
2078
Center for Financial Planning
Michigan
$68.4K
C
2079
Covestor
United Kingdom
$68K +$2.9K +37 +4%
AT
2080
Arlington Trust
Alabama
$67.3K +$67.3K +852 New
TCWA
2081
Turtle Creek Wealth Advisors
Texas
$66.1K +$66.1K +837 New
SPWM
2082
Spartan Planning & Wealth Management
North Carolina
$65.9K +$65.6K +831 +20,775%
CAS
2083
Coppell Advisory Solutions
Texas
$65.2K +$54.2K +687 +494%
CC
2084
Centiva Capital
New York
$65.1K +$65.1K +824 New
BAM
2085
Bellevue Asset Management
Washington
$63.6K +$79 +1 +0.1%
GJIA
2086
Glass Jacobson Investment Advisors
Maryland
$63.5K +$8.05K +102 +15%
LAM
2087
Lummis Asset Management
Texas
$63.2K +$63.2K +800 New
OAJ
2088
Ogorek Anthony Joseph
New York
$62K -$2.63M -33,348 -98%
MCM
2089
MidAtlantic Capital Management
Virginia
$61.6K +$61.6K +780 New
MSG
2090
Main Street Group
Virginia
$61.3K +$61.3K +776 New
VWM
2091
Venturi Wealth Management
Texas
$59.7K +$17.8K +226 +43%
CP
2092
Castleview Partners
Texas
$59.6K +$46.4K +587 +349%
ZB
2093
Zions Bancorporation
Utah
$58.4K +$13.3K +168 +29%
CAL
2094
Capital Advisors Ltd
Ohio
$57K +$2.38K +30 +4%
WAG
2095
Wiser Advisor Group
Arizona
$57K +$57K +722 New
PCC
2096
Park Circle Company
Maryland
$55.3K
PWMG
2097
Private Wealth Management Group
New Jersey
$53.8K +$53.8K +681 New
APC
2098
Aspire Private Capital
North Carolina
$53.4K
BCA
2099
Bray Capital Advisors
Florida
$51.3K
VWWMG
2100
Vermillion & White Wealth Management Group
Pennsylvania
$50.1K +$50.1K +635 New