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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 %
B
451
Bailard
California
$8.24M +$1.13M +16,117 +16%
MAM
452
Madison Asset Management
Wisconsin
$8.23M
GIBU
453
Gulf International Bank (UK)
United Kingdom
$8.18M -$854K -12,237 -9%
MYIA
454
Mount Yale Investment Advisors
Colorado
$8.14M -$252K -3,603 -3%
RBC
455
Romano Brothers & Co
Illinois
$8.13M -$74.1K -1,062 -0.9%
CCM
456
Cohen Capital Management
California
$8.13M
1IA
457
1834 Investment Advisors
Wisconsin
$8.12M +$2.04M +29,199 +34%
FPGT
458
Financial Partners Group (Tennessee)
Tennessee
$8.09M +$186K +2,666 +2%
GT
459
Glenview Trust
Kentucky
$8.05M +$2.24M +32,024 +38%
TI
460
Truepoint Inc
Ohio
$8M +$1.23M +17,596 +18%
AAM
461
Auxier Asset Management
Oregon
$8M -$320K -4,578 -4%
BBA
462
BLB&B Advisors
Pennsylvania
$7.99M +$162K +2,318 +2%
RIL
463
Rothschild Investment LLC
Illinois
$7.93M -$30.7K -439 -0.4%
AMG
464
Advisors Management Group
Wisconsin
$7.9M -$68.1K -976 -0.9%
Envestnet Portfolio Solutions
465
Envestnet Portfolio Solutions
Illinois
$7.87M +$7.87M +112,727 New
HCM
466
Hillman Capital Management
Maryland
$7.84M +$1.16M +16,613 +17%
BS
467
Banco Santander
Spain
$7.82M -$6.66M -95,384 -46%
LBC
468
Lowe Brockenbrough & Co
Virginia
$7.82M -$113K -1,625 -1%
SG Americas Securities
469
SG Americas Securities
New York
$7.79M -$2.8M -40,169 -26%
SPIA
470
Steward Partners Investment Advisory
New York
$7.74M -$1.22M -17,432 -14%
PTC
471
Philadelphia Trust Company
Pennsylvania
$7.74M +$324K +4,643 +4%
CAM
472
Carret Asset Management
New York
$7.73M -$99.2K -1,421 -1%
VCAM
473
Van Cleef Asset Management
Ohio
$7.71M -$4.96M -70,971 -39%
TW
474
TrinityPoint Wealth
Connecticut
$7.7M +$48.9K +701 +0.6%
JFL
475
Jarislowsky, Fraser Ltd
Quebec, Canada
$7.7M -$143K -2,045 -2%