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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 %
LSWM
501
Lorne Steinberg Wealth Management
Canada
$7.69M -$9.48K -120 -0.1%
MAM
502
Meeder Asset Management
Ohio
$7.68M +$6.79M +86,005 +760%
HFS
503
Haverford Financial Services
Pennsylvania
$7.68M +$22.3K +283 +0.3%
SWM
504
Stockman Wealth Management
Montana
$7.67M +$227K +2,869 +3%
IIC
505
Ironwood Investment Counsel
Arizona
$7.66M -$113K -1,430 -1%
MCM
506
MAI Capital Management
Ohio
$7.65M -$254K -3,223 -3%
VPIM
507
Vanguard Personalized Indexing Management
California
$7.65M +$1.48M +18,700 +24%
CRB
508
Chad R. Baker
$7.59M
AI
509
Atria Investments
North Carolina
$7.58M +$589K +7,458 +8%
BFIC
510
Bedell Frazier Investment Counselling
California
$7.56M -$1.03M -13,035 -12%
ATC
511
Argent Trust Co
Tennessee
$7.55M -$68.3K -865 -0.9%
FCI
512
Financial Counselors Inc
Kansas
$7.51M -$61.1K -774 -0.8%
SPIA
513
Steward Partners Investment Advisory
New York
$7.44M -$1.32M -16,724 -15%
CFG
514
Citizens Financial Group
Rhode Island
$7.38M -$142K -1,799 -2%
KFS
515
Kurt F. Somerville
$7.38M -$2.16M -27,315 -23%
LBC
516
Lowe Brockenbrough & Co
Virginia
$7.36M -$1.48M -18,790 -17%
VCM
517
Vision Capital Management
Oregon
$7.35M -$50.5K -640 -0.7%
SAM
518
Sompo Asset Management
Japan
$7.32M +$2.78M +35,244 +61%
BCM
519
Blume Capital Management
California
$7.25M +$415K +5,250 +6%
SIA
520
Soltis Investment Advisors
Utah
$7.21M -$378K -4,787 -5%
GIM
521
Goelzer Investment Management
Indiana
$7.15M -$2.77M -35,048 -28%
PAMG
522
Patton Albertson Miller Group
Tennessee
$7.11M +$330K +4,179 +5%
CANC
523
Culbertson A N & Co
Virginia
$7.01M -$85.7K -1,085 -1%
CC
524
Courier Capital
New York
$7M -$5.84K -74 -0.1%
MCM
525
McKinley Capital Management
Alaska
$6.99M