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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 %
KI
2126
Kapitalo Investimentos
Brazil
$36K +$36K +456 New
EWP
2127
Elevation Wealth Partners
California
$34.9K +$27.9K +400 +400%
WTA
2128
Washington Trust Advisors
Massachusetts
$34.7K -$22.6K -286 -39%
BWAM
2129
Boyd Watterson Asset Management
Ohio
$34.3K
CAM
2130
Creekmur Asset Management
Illinois
$34K +$34K +430 New
BCMLT
2131
Beacon Capital Management LLC (Tennessee)
Tennessee
$33.9K -$4.12K -59 -11%
CSWM
2132
Cassady Schiller Wealth Management
Ohio
$33.6K
AIMA
2133
Ables Iannone Moore & Associates
Georgia
$32.5K +$32.5K +411 New
LWA
2134
Lowe Wealth Advisors
Maryland
$31.1K +$158 +2 +0.5%
FP
2135
Financial Perspectives
Minnesota
$30.9K +$2.45K +31 +9%
MCA
2136
Maryland Capital Advisors
Maryland
$29.8K
UFF
2137
USA Financial Formulas
Michigan
$29.8K +$25.3K +321 +573%
AWM
2138
Atticus Wealth Management
Florida
$28.9K +$17.3K +219 +149%
OLVIG
2139
Oliver Lagore Vanvalin Investment Group
Michigan
$28.9K -$68.8K -872 -70%
FWM
2140
FSA Wealth Management
Massachusetts
$27K +$27K +340 New
RG
2141
Retirement Group
California
$26.5K +$4.03K +51 +18%
BIA
2142
Bell Investment Advisors
California
$26.3K -$10.6K -134 -29%
GGI
2143
Godsey & Gibb Inc
Virginia
$25.9K -$34K -430 -57%
M
2144
MOTCO
Texas
$25.5K -$4.97K -63 -16%
CPA
2145
Clear Point Advisors
New York
$25.4K +$25.4K +321 New
VAG
2146
VisionPoint Advisory Group
Texas
$25.3K -$101K -1,284 -80%
PPWM
2147
PFG Private Wealth Management
Florida
$24.9K
CJ
2148
Caitlin John
Michigan
$24.2K +$24.2K +306 New
PP
2149
PrairieView Partners
Minnesota
$24K -$14.5K -187 -38%
SSG
2150
Summit Securities Group
New York
$24K +$8K +100 +50%