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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 %
TLFA
2326
True Link Financial Advisors
California
-$234K -3,350 Closed
BAM
2327
Bosun Asset Management
Illinois
-$233K -3,336 Closed
SIG
2328
Spinnaker Investment Group
California
-$224K -3,206 Closed
CCFCSB
2329
Cape Cod Five Cents Savings Bank
Massachusetts
-$223K -3,196 Closed
AWM
2330
Accurate Wealth Management
Florida
-$226K -3,144 Closed
1WM
2331
1900 Wealth Management
Texas
-$219K -3,140 Closed
HWA
2332
HCR Wealth Advisors
California
-$216K -3,093 Closed
CWM
2333
Chesapeake Wealth Management
Virginia
-$215K -3,082 Closed
JMFC
2334
J.M. Forbes & Co
Massachusetts
-$214K -3,061 Closed
EW
2335
Evoke Wealth
California
-$212K -3,034 Closed
KFGK
2336
Keystone Financial Group (Kentucky)
Kentucky
-$210K -3,015 Closed
BHPW
2337
Beverly Hills Private Wealth
California
-$210K -3,007 Closed
PTP
2338
Platform Technology Partners
New York
-$207K -2,967 Closed
NW
2339
Naviter Wealth
Arkansas
-$206K -2,951 Closed
WG
2340
Welch Group
Alabama
-$204K -2,926 Closed
HNWAG
2341
High Net Worth Advisory Group
Florida
-$204K -2,920 Closed
MCM
2342
Marathon Capital Management
Maryland
-$203K -2,913 Closed
FAFN
2343
First Affirmative Financial Network
Colorado
-$202K -2,899 Closed
UBV
2344
United Bank (Virginia)
Virginia
-$202K -2,895 Closed
SFFS
2345
Stonehage Fleming Financial Services
Jersey
-$124K -1,775 Closed
QL
2346
Quarry LP
New York
-$103K -1,478 Closed
CCP
2347
Carmel Capital Partners
California
-$87.1K -1,247 Closed
MCM
2348
Magnolia Capital Management
New York
-$76K -1,090 Closed
MIA
2349
Milestone Investment Advisors
Wisconsin
-$59.6K -854 Closed
BAAM
2350
Baker Avenue Asset Management
California
-$50.4K -722 Closed