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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 %
BHWM
2226
Bay Harbor Wealth Management
Maryland
$2.53K
DAC
2227
Dividend Assets Capital
South Carolina
$2K
AFG
2228
Albion Financial Group
Utah
$1.9K +$1.9K +24 New
WA
2229
WestEnd Advisors
North Carolina
$1.58K +$158 +2 +11%
TCM
2230
Tradewinds Capital Management
Washington
$1.42K
PS
2231
Planned Solutions
California
$1.34K +$1.34K +17 New
MBFW
2232
Morton Brown Family Wealth
Pennsylvania
$1.26K +$1.26K +16 New
DWA
2233
Delos Wealth Advisors
Texas
$1.19K
CAM
2234
Clarity Asset Management
Iowa
$907 +$907 +11 New
GWM
2235
Guardian Wealth Management
Illinois
$848
NMG
2236
New Millennium Group
Utah
$810 +$405 +5 +100%
FGAM
2237
Financial Gravity Asset Management
Texas
$396 +$198 +2 +100%
FG
2238
Fairman Group
Pennsylvania
$395 +$395 +5 New
KIG
2239
Kessler Investment Group
Indiana
$158
DWM
2240
Dogwood Wealth Management
Kansas
$19
FI
2241
Focused Investors
California
-$80.7M -1,155,850 Closed
Holocene Advisors
2242
Holocene Advisors
New York
-$52.6M -753,390 Closed
PMEF
2243
Point72 Middle East FZE
United Arab Emirates
-$25.1M -359,262 Closed
CF
2244
Cantor Fitzgerald
New York
-$16.2M -231,678 Closed
CSS
2245
Cubist Systematic Strategies
Connecticut
-$13.3M -191,045 Closed
JFG
2246
Jefferies Financial Group
New York
-$11.9M -170,550 Closed
ECM
2247
Element Capital Management
New York
-$7.39M -105,840 Closed
SAM
2248
Synergy Asset Management
Washington
-$7.39M -105,779 Closed
BWM
2249
Bulltick Wealth Management
Florida
-$6.71M -96,091 Closed
SIP
2250
Stoneridge Investment Partners
Pennsylvania
-$6.34M -90,806 Closed