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CVS Health

2,098 hedge funds and large institutions have $69.9B invested in CVS Health in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 774 increasing their positions, 1,014 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,098
Holders Change
-90
Holders Change %
-4.11%
% of All Funds
33.45%
Holding in Top 10
50
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+16.28%
% of All Funds
0.8%
New
111
Increased
774
Reduced
1,014
Closed
173
Calls
$1.7B
Puts
$1.32B
Net Calls
+$380M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
426
Cetera Investment Advisers
Illinois
$9.28M -$2.81M -40,209 -23%
SI
427
Stephens Inc
Arkansas
$9.26M -$1.49M -21,410 -14%
LIM
428
Lathrop Investment Management
Arkansas
$9.24M -$745K -10,671 -7%
AMBIA
429
Allen Mooney & Barnes Investment Advisors
Georgia
$9.18M +$485K +6,946 +6%
PI
430
Parkside Investments
Illinois
$9.15M +$246K +3,520 +3%
SFM
431
Stack Financial Management
Montana
$9.14M +$77K +1,103 +0.9%
QCM
432
QRG Capital Management
Illinois
$8.96M +$8.96M +128,339 New
WCMN
433
Westchester Capital Management (Nebraska)
Nebraska
$8.93M -$112K -1,602 -1%
GIM
434
Goelzer Investment Management
Indiana
$8.77M -$806K -11,546 -8%
PC
435
Permit Capital
Pennsylvania
$8.76M
ICG
436
InterOcean Capital Group
Tennessee
$8.73M +$8.16M +116,813 +1,417%
HCMT
437
Highland Capital Management (Tennessee)
Tennessee
$8.7M -$376K -5,391 -4%
CCB
438
Country Club Bank
Missouri
$8.67M -$50K -714 -0.6%
RMC
439
Resources Management Corp
Connecticut
$8.66M -$141K -2,018 -2%
MHC
440
Meyer Handelman Company
New York
$8.61M -$101K -1,450 -1%
AWAG
441
ARS Wealth Advisors Group
Florida
$8.6M +$285K +4,089 +3%
BFIM
442
Beese Fulmer Investment Management
Ohio
$8.53M -$712K -10,194 -8%
KFS
443
Kurt F. Somerville
$8.43M -$991K -14,198 -11%
WAM
444
Wallington Asset Management
Indiana
$8.42M +$80.6K +1,155 +1%
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$8.39M -$21.2K -303 -0.3%
CA
446
Cetera Advisors
Colorado
$8.38M +$1.29M +18,539 +18%
BCM
447
Bourgeon Capital Management
Connecticut
$8.35M +$4.1M +58,761 +97%
AAM
448
Advisors Asset Management
Colorado
$8.34M -$1.01M -14,417 -11%
DWM
449
Dorchester Wealth Management
Quebec, Canada
$8.33M +$275K +3,945 +3%
WF
450
Welch & Forbes
Massachusetts
$8.32M -$491K -7,034 -6%