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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 %
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$10.2M -$740K -9,369 -7%
KWM
427
Kingsview Wealth Management
Oregon
$10.2M +$7.83M +99,128 +328%
LIM
428
Lathrop Investment Management
Arkansas
$10.2M -$251K -3,177 -2%
OC
429
Oppenheimer & Co
New York
$10.2M -$973K -12,324 -9%
AMBIA
430
Allen Mooney & Barnes Investment Advisors
Georgia
$10.2M -$212K -2,687 -2%
Envestnet Portfolio Solutions
431
Envestnet Portfolio Solutions
Illinois
$10.1M +$1.21M +15,370 +14%
D.E. Shaw & Co
432
D.E. Shaw & Co
New York
$10.1M -$58.8M -744,310 -85%
SFM
433
Stack Financial Management
Montana
$10M -$321K -4,070 -3%
RMC
434
Resources Management Corp
Connecticut
$9.94M +$146K +1,848 +1%
WCMN
435
Westchester Capital Management (Nebraska)
Nebraska
$9.92M -$174K -2,198 -2%
PC
436
Permit Capital
Pennsylvania
$9.91M
GAM
437
Gotham Asset Management
New York
$9.84M -$799K -10,117 -8%
HCMT
438
Highland Capital Management (Tennessee)
Tennessee
$9.83M -$10.1K -128 -0.1%
DWM
439
Dorchester Wealth Management
Quebec, Canada
$9.82M +$406K +5,143 +4%
SF
440
Synovus Financial
Georgia
$9.78M -$8.27M -104,706 -46%
WorldQuant Millennium Advisors
441
WorldQuant Millennium Advisors
New York
$9.76M +$9.76M +123,629 New
MHC
442
Meyer Handelman Company
New York
$9.74M
WAM
443
Wallington Asset Management
Indiana
$9.63M +$104K +1,320 +1%
TSW
444
Thompson Siegel & Walmsley
Virginia
$9.57M -$3.03M -38,346 -24%
CCB
445
Country Club Bank
Missouri
$9.55M -$223K -2,823 -2%
CCA
446
Cobblestone Capital Advisors
New York
$9.55M +$9.08M +114,932 +1,902%
BCM
447
Bourgeon Capital Management
Connecticut
$9.42M -$21.7K -275 -0.2%
B
448
Bailard
California
$9.32M +$474 +6 +0%
PCIA
449
Prime Capital Investment Advisors
Kansas
$9.3M +$3.85M +48,709 +71%
PTC
450
Philadelphia Trust Company
Pennsylvania
$9.29M +$532K +6,739 +6%