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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 %
LFAS
526
Level Four Advisory Services
Texas
$6.95M -$701K -8,882 -9%
BS
527
Banco Santander
Spain
$6.94M -$1.91M -24,154 -22%
HIMCH
528
Hartford Investment Management Co (HIMCO)
Connecticut
$6.83M -$719K -9,103 -10%
PCM
529
Poehling Capital Management
Wisconsin
$6.82M -$7.03K -89 -0.1%
AUB
530
Atlantic Union Bankshares
Virginia
$6.82M -$767K -9,716 -10%
IIM
531
Intact Investment Management
Quebec, Canada
$6.81M -$4.26M -54,000 -38%
EF
532
Empowered Funds
Pennsylvania
$6.81M +$1.6M +20,277 +31%
WIC
533
WealthBridge Investment Counsel
Alberta, Canada
$6.79M +$103K +1,300 +2%
FNB
534
Farmers National Bank
Kentucky
$6.77M +$208K +2,629 +3%
PC
535
Pavadi Capital
New York
$6.76M +$2.33M +29,562 +53%
FAT
536
First American Trust
California
$6.71M +$150K +1,895 +2%
MA
537
Menlo Advisors
California
$6.69M -$42.2K -535 -0.6%
MYIA
538
Mount Yale Investment Advisors
Colorado
$6.67M -$2.54M -32,115 -28%
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
$6.66M -$449K -5,684 -6%
NRS
540
Neville Rodie & Shaw
New York
$6.6M -$231K -2,923 -3%
PAIM
541
Punch & Associates Investment Management
Minnesota
$6.59M -$112K -1,414 -2%
AM
542
Atwater Malick
Pennsylvania
$6.57M +$132K +1,678 +2%
HPCM
543
Hunter Perkins Capital Management
Illinois
$6.53M -$285K -3,610 -4%
ASN
544
Advisory Services Network
Georgia
$6.46M -$2.09M -26,455 -24%
SAM
545
Securian Asset Management
Minnesota
$6.42M -$858K -10,861 -12%
OAM
546
Oak Asset Management
California
$6.41M -$108K -1,368 -2%
WB
547
Webster Bank
Connecticut
$6.36M +$88.2K +1,117 +1%
BCI
548
Brinker Capital Investments
Pennsylvania
$6.36M -$436K -5,400 -6%
OPS
549
Orion Portfolio Solutions
Nebraska
$6.36M -$436K -5,400 -6%
DA
550
DCM Advisors
New York
$6.35M +$3.3M +41,771 +108%