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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 %
ACS
2301
Archford Capital Strategies
Illinois
-$451K -6,466 Closed
ALAM
2302
Asahi Life Asset Management
Japan
-$446K -6,384 Closed
MS
2303
Maven Securities
Jersey
-$438K -6,278 Closed
FA
2304
Faithward Advisors
Pennsylvania
-$421K -6,206 Closed
MAG
2305
MRA Advisory Group
New Jersey
-$414K -5,927 Closed
HT
2306
Headlands Technologies
Illinois
-$378K -5,418 Closed
KWMG
2307
King Wealth Management Group
Florida
-$378K -5,416 Closed
CCM
2308
Chickasaw Capital Management
Tennessee
-$343K -4,911 Closed
EGA
2309
E&G Advisors
Texas
-$343K -4,907 Closed
MCCA
2310
Mill Creek Capital Advisors
Pennsylvania
-$339K -4,861 Closed
FAB
2311
First American Bank
Illinois
-$336K -4,812 Closed
NICM
2312
Neo Ivy Capital Management
New York
-$290K -4,160 Closed
MTC
2313
McDaniel Terry & Co
Texas
-$287K -4,108 Closed
SWA
2314
Sax Wealth Advisors
New Jersey
-$286K -4,103 Closed
PWM
2315
Palumbo Wealth Management
New York
-$279K -4,000 Closed
CA
2316
Corrado Advisors
New Jersey
-$277K -3,963 Closed
QFA
2317
Quantum Financial Advisors
California
-$274K -3,923 Closed
PCM
2318
Prelude Capital Management
New York
-$268K -3,844 Closed
OR
2319
Olympiad Research
Connecticut
-$268K -3,844 Closed
PCOC
2320
Power Corp of Canada
Canada
-$264K -3,774 Closed
SFS
2321
Stiles Financial Services
Minnesota
-$254K -3,644 Closed
SFO
2322
Stokes Family Office
Louisiana
-$244K -3,501 Closed
AFG
2323
AFS Financial Group
Maryland
-$242K -3,461 Closed
TCOO
2324
Trust Company of Oklahoma
Oklahoma
-$237K -3,396 Closed
PCMC
2325
Paragon Capital Management (Colorado)
Colorado
-$235K -3,370 Closed