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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 %
MLA
2101
MB, Levis & Associates
Pennsylvania
$50.1K +$395 +5 +0.8%
TVAMP
2102
Tennessee Valley Asset Management Partners
Tennessee
$49.9K +$49.9K +632 New
NCM
2103
Northwest Capital Management
Oregon
$49.8K
GAMC
2104
Garner Asset Management Corp
Texas
$49.1K +$49.1K +653 New
PAG
2105
Paladin Advisory Group
Iowa
$48.6K
EC
2106
EntryPoint Capital
New York
$48.5K +$48.5K +614 New
CAM
2107
Costello Asset Management
Pennsylvania
$47.4K
VAMG
2108
Voisard Asset Management Group
Michigan
$46.2K +$46.2K +585 New
AS
2109
Altshuler Shaham
Israel
$45K -$15.6K -197 -26%
ATC
2110
Advantage Trust Company
Kansas
$43.4K +$43.4K +550 New
MIHAS
2111
Maj Invest Holding A/S
Denmark
$43K
NFA
2112
Northwest Financial Advisors
Virginia
$42.4K +$42.4K +537 New
LWANC
2113
Laurel Wealth Advisors (North Carolina)
North Carolina
$42.1K
CMP
2114
Coston McIsaac & Partners
Maine
$42K +$12.5K +161 +43%
JGIA
2115
Jackson Grant Investment Advisers
Connecticut
$41.2K +$3.55K +45 +9%
GKIM
2116
GW&K Investment Management
Massachusetts
$41K +$315 +4 +0.8%
CWC
2117
Carolinas Wealth Consulting
North Carolina
$40.7K +$1.58K +20 +4%
AF
2118
Arrow Financial
New York
$40.3K
RA
2119
Rise Advisors
New York
$40.1K +$237 +3 +0.6%
FGA
2120
Fortis Group Advisors
New Jersey
$39.5K +$19.7K +250 +100%
FDCP
2121
Foster Dykema Cabot & Partners
Massachusetts
$39.4K +$39.4K +499 New
LFA
2122
Livelsberger Financial Advisory
Ohio
$37.9K +$37.9K +480 New
SA
2123
Scarborough Advisors
Maryland
$37.4K +$37.4K +474 New
CPG
2124
Cornerstone Planning Group
New Jersey
$37.2K +$789 +10 +2%
TCPG
2125
Trivant Custom Portfolio Group
California
$36.7K -$3.13M -39,644 -99%