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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 %
LFASL
2201
Lugano Financial Advisors SA (LFA)
Switzerland
$6.24K -$26.2K -332 -81%
HFM
2202
Harvest Fund Management
China
$6K -$8.34K -107 -58%
POIA
2203
Pin Oak Investment Advisors
Texas
$6K
FPF
2204
First Pacific Financial
Washington
$5.69K -$6K -76 -51%
AWM
2205
Activest Wealth Management
Florida
$5.45K -$474 -6 -8%
AP
2206
Aspect Partners
Virginia
$4.9K +$4.9K +62 New
CWA
2207
Core Wealth Advisors
Florida
$4.74K -$13.7K -174 -74%
CWM
2208
Cedar Wealth Management
California
$4.34K
TFG
2209
Team Financial Group
California
$4.22K
OSNBOA
2210
Old Second National Bank of Aurora
Illinois
$4.11K
RS
2211
Rakuten Securities
Japan
$4.03K +$4.03K +51 New
RDIA
2212
RE Dickinson Investment Advisors
Iowa
$4K
LFA
2213
Legend Financial Advisors
Pennsylvania
$3.95K +$3.95K +50 New
GA
2214
GoalVest Advisory
New York
$3.79K +$3.16K +40 +500%
PS
2215
PayPay Securities
Japan
$3.56K +$713 +9 +25%
FPFS
2216
First Personal Financial Services
North Carolina
$3.55K
BHWM
2217
Beaird Harris Wealth Management
Texas
$3.48K +$1.58K +20 +83%
ACA
2218
American Capital Advisory
Idaho
$3.16K +$3.16K +40 New
CCMI
2219
Creative Capital Management Investments
California
$3.16K
LIM
2220
Longfellow Investment Management
Massachusetts
$3.16K
RTL
2221
Red Tortoise LLC
Georgia
$3.16K +$2.84K +36 +900%
HGERS
2222
Householder Group Estate & Retirement Specialist
Arizona
$3K
TWP
2223
TFO Wealth Partners
Ohio
$2.84K -$2.84K -36 -50%
DCM
2224
Davidson Capital Management
Texas
$2.84K +$2.84K +36 New
RWPA
2225
Richard W. Paul & Associates
Michigan
$2.61K -$7.5K -95 -74%