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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 %
SSWM
476
Sheets Smith Wealth Management
North Carolina
$8.47M +$3.43M +43,426 +68%
RBC
477
Romano Brothers & Co
Illinois
$8.47M -$728K -9,225 -8%
AC
478
Addenda Capital
Quebec, Canada
$8.44M +$595K +7,541 +8%
NAM
479
NorthCrest Asset Manangement
Minnesota
$8.41M -$185K -2,344 -2%
GAM
480
Groupama Asset Management
France
$8.39M +$8.39M +106,264 New
JFL
481
Jarislowsky, Fraser Ltd
Quebec, Canada
$8.32M -$378K -4,784 -4%
GIBU
482
Gulf International Bank (UK)
United Kingdom
$8.32M -$927K -11,746 -10%
PMIA
483
Patrick Mauro Investment Advisor
Illinois
$8.22M +$234K +2,960 +3%
TIM
484
Thompson Investment Management
Wisconsin
$8.12M -$56.9K -720 -0.7%
KRS
485
Kentucky Retirement Systems
Kentucky
$8.11M +$434K +5,502 +6%
LDB
486
Lee, Danner & Bass
Tennessee
$8.09M -$265K -3,350 -3%
WPIC
487
White Pine Investment Company
Michigan
$8.08M +$151K +1,909 +2%
PWW
488
Pettyjohn Wood & White
Virginia
$8.05M +$69.7K +883 +0.9%
LW
489
Linscomb Wealth
Texas
$8.03M -$352K -4,463 -4%
SCTC
490
Sanibel Captiva Trust Company
Florida
$7.98M +$7.98M +101,105 New
Jacobs Levy Equity Management
491
Jacobs Levy Equity Management
New Jersey
$7.94M -$249K -3,158 -3%
DMC
492
Drexel Morgan & Co
Pennsylvania
$7.9M +$7.9K +100 +0.1%
NC
493
NewSquare Capital
Pennsylvania
$7.89M +$249K +3,199 +3%
NC
494
Nicholas Company
Wisconsin
$7.89M +$698K +8,840 +10%
TC
495
TownSquare Capital
Utah
$7.89M -$629K -7,961 -7%
MSRPS
496
Maryland State Retirement & Pension System
Maryland
$7.87M +$83.8K +1,061 +1%
MIA
497
MainStreet Investment Advisors
Illinois
$7.85M -$478K -6,053 -6%
BMSSC
498
B. Metzler seel. Sohn & Co
Germany
$7.75M -$448K -5,677 -5%
BWL
499
Bogart Wealth LLC
Virginia
$7.71M +$835K +10,573 +12%
KPWS
500
Kestra Private Wealth Services
Texas
$7.7M +$694K +8,786 +10%