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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 %
AW
2176
Avion Wealth
Texas
$14K -$778 -10 -5%
DCP
2177
Distillate Capital Partners
Illinois
$13.7K
DFA
2178
DHJJ Financial Advisors
Illinois
$13.6K
MAWCM
2179
Mine & Arao Wealth Creation & Management
California
$12.6K
IFAM
2180
Institutional & Family Asset Management
Colorado
$12.2K
WAS
2181
Winch Advisory Services
Wisconsin
$12.1K +$158 +2 +1%
SC
2182
Steph & Co
Wisconsin
$11.8K
RAM
2183
Riggs Asset Management
Pennsylvania
$11.4K
DF
2184
Dunhill Financial
United Kingdom
$11.3K +$11.3K +143 New
AAP
2185
Arax Advisory Partners
Colorado
$11K -$553 -7 -5%
CAM
2186
Close Asset Management
United Kingdom
$10K
MWA
2187
Miller Wealth Advisors
Colorado
$9.87K
T
2188
Tidemark
California
$9.87K +$9.87K +125 New
JFG
2189
JDM Financial Group
Texas
$9.63K
LF
2190
Lee Financial
Texas
$9.48K
EAM
2191
Eukles Asset Management
Ohio
$9.48K
VWA
2192
Valued Wealth Advisors
Utah
$9.01K +$9.01K +129 New
MIM
2193
Macroview Investment Management
Maryland
$8.45K +$8.45K +107 New
MFT
2194
Moisand Fitzgerald Tamayo
Florida
$8.29K
RDFA
2195
Ritter Daniher Financial Advisory
Ohio
$7.9K
NSG
2196
Nalls Sherbakoff Group
Tennessee
$7.9K
FRA
2197
Frank Rimerman Advisors
California
$7.82K +$7.82K +99 New
GWSA
2198
Global Wealth Strategies & Associates
Colorado
$7.42K
DPW
2199
DiNuzzo Private Wealth
Pennsylvania
$7.03K +$7.03K +89 New
HF
2200
Halpern Financial
Virginia
$6.71K