CVS icon

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 %
CSPAM
576
Cary Street Partners Asset Management
Virginia
$5.77M -$42.9K -543 -0.7%
CB
577
Commerce Bank
Missouri
$5.71M -$491K -6,220 -8%
Carson Wealth (CWM LLC)
578
Carson Wealth (CWM LLC)
Nebraska
$5.69M +$92.2K +1,168 +2%
CWM
579
Compass Wealth Management
Connecticut
$5.69M -$598K -7,573 -10%
SP
580
Stablepoint Partners
Massachusetts
$5.68M +$5.68M +71,980 New
PP
581
Prudential plc
United Kingdom
$5.67M +$147K +1,862 +3%
HEIP
582
Hudson Edge Investment Partners
New Jersey
$5.67M -$1.16M -14,716 -17%
SW
583
SVB Wealth
Massachusetts
$5.67M -$601K -7,608 -10%
AWS
584
Atria Wealth Solutions
New York
$5.63M -$234K -2,960 -4%
CA
585
Callahan Advisors
Texas
$5.56M +$134K +1,691 +2%
HTIM
586
Harbour Trust & Investment Management
Indiana
$5.55M +$5.55M +70,322 New
PAA
587
Peregrine Asset Advisers
Oregon
$5.55M +$260K +3,296 +5%
WTC
588
WhitTier Trust Company
Nevada
$5.55M +$89.9K +1,138 +2%
RFM
589
Royal Fund Management
Florida
$5.5M -$718K -9,090 -12%
RIA
590
Regal Investment Advisors
Michigan
$5.5M +$798K +10,109 +17%
RWM
591
Rench Wealth Management
Texas
$5.48M -$302K -3,830 -5%
SCP
592
Shorepoint Capital Partners
Massachusetts
$5.45M +$5.45M +69,002 New
Nomura Holdings
593
Nomura Holdings
Japan
$5.43M +$5.43M +68,750 New
RA
594
Royce & Associates
New York
$5.41M
PMSA
595
Patrick M. Sweeney & Associates
Illinois
$5.37M +$5.37M +68,014 New
JPMIA
596
J.P. Marvel Investment Advisors
Massachusetts
$5.37M +$927K +11,740 +21%
Fisher Asset Management
597
Fisher Asset Management
Washington
$5.36M -$108K -1,372 -2%
FHB
598
First Hawaiian Bank
Hawaii
$5.33M +$265K +3,355 +5%
LCM
599
Legato Capital Management
California
$5.33M +$603K +7,635 +13%
GI
600
GLOBALT Investments
Georgia
$5.33M +$5.33M +67,497 New