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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 %
FPGT
451
Financial Partners Group (Tennessee)
Tennessee
$9.27M +$124K +1,565 +1%
CCM
452
Cohen Capital Management
California
$9.19M
FTIS
453
First Trust Investment Solutions
Florida
$9.18M +$9.18M +116,279 New
CLGM
454
Capitolis Liquid Global Markets
New York
$9.16M +$9.16M +116,000 New
EAM
455
Erste Asset Management
Austria
$9.09M +$1.27M +16,098 +16%
Daiwa Securities Group
456
Daiwa Securities Group
Japan
$9.09M +$545K +6,899 +6%
TAIM
457
Te Ahumairangi Investment Management
New Zealand
$9.06M -$2.87M -36,345 -24%
HTHT
458
Hemenway Trust Hemenway Trust
New Hampshire
$8.98M -$2.55M -32,348 -22%
HCM
459
Hillman Capital Management
Maryland
$8.97M +$107K +1,354 +1%
BFIM
460
Beese Fulmer Investment Management
Ohio
$8.97M -$671K -8,496 -7%
CAC
461
Core Alternative Capital
Georgia
$8.87M -$1.87M -23,717 -17%
EMPI
462
Elo Mutual Pension Insurance
Finland
$8.85M +$382K +4,836 +5%
WF
463
Welch & Forbes
Massachusetts
$8.85M -$564K -7,140 -6%
AMG
464
Advisors Management Group
Wisconsin
$8.84M -$98.6K -1,249 -1%
AAM
465
Auxier Asset Management
Oregon
$8.82M -$229K -2,898 -3%
1IA
466
1834 Investment Advisors
Wisconsin
$8.81M -$371K -4,699 -4%
BBA
467
BLB&B Advisors
Pennsylvania
$8.81M -$229K -2,895 -3%
RIL
468
Rothschild Investment LLC
Illinois
$8.71M -$262K -3,322 -3%
CAM
469
Carret Asset Management
New York
$8.69M -$50.1K -634 -0.6%
TW
470
TrinityPoint Wealth
Connecticut
$8.66M -$45.9K -581 -0.5%
XF
471
XML Financial
Maryland
$8.65M -$1.5K -19 -0%
CA
472
Cetera Advisors
Colorado
$8.63M -$847K -10,728 -9%
TSS
473
Two Sigma Securities
New York
$8.55M -$5.91M -74,820 -41%
CA
474
Cullinan Associates
Kentucky
$8.53M -$3.25M -41,162 -28%
AAM
475
Advisors Asset Management
Colorado
$8.5M -$930K -11,783 -10%