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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 %
GWM
601
Geneos Wealth Management
Colorado
$5.33M -$1.19M -15,047 -18%
MWM
602
Modera Wealth Management
New Jersey
$5.33M -$108K -1,372 -2%
BRM
603
Boston Research & Management
Massachusetts
$5.32M +$190K +2,410 +4%
TAM
604
Thematics Asset Management
France
$5.27M +$589K +7,459 +13%
NMERB
605
New Mexico Educational Retirement Board
New Mexico
$5.27M
WC
606
Woodstock Corp
Massachusetts
$5.25M -$534K -6,760 -9%
BFEC
607
Benjamin F. Edwards & Company
Missouri
$5.24M +$353K +4,476 +7%
MPM
608
Meritage Portfolio Management
Kansas
$5.24M +$1.23M +15,548 +31%
BIM
609
Bridgecreek Investment Management
Oklahoma
$5.23M -$1.12M -14,150 -18%
HAI
610
Hennessy Advisors Inc
California
$5.22M -$292K -3,700 -5%
KFP
611
KMG Fiduciary Partners
Ohio
$5.18M -$2.33M -29,481 -31%
SAM
612
Scion Asset Management
California
$5.13M +$5.13M +65,000 New
IAA
613
Independent Advisor Alliance
North Carolina
$5.13M +$12.2K +155 +0.2%
SIC
614
SFE Investment Counsel
California
$5.12M +$350K +4,431 +7%
SAM
615
Shell Asset Management
Netherlands
$5.12M -$1.06M -13,409 -17%
BPA
616
Beacon Pointe Advisors
California
$5.1M -$327K -4,135 -6%
CVM
617
Cheviot Value Management
California
$5.07M -$50.6K -633 -1%
OSAM
618
O'Shaughnessy Asset Management
Connecticut
$5.07M -$4.43M -56,060 -47%
RWP
619
RWA Wealth Partners
Massachusetts
$5.05M +$965K +12,217 +24%
SFI
620
Siemens Fonds Invest
Germany
$5.01M +$158K +1,995 +3%
BCM
621
Brookstone Capital Management
Illinois
$4.98M +$236K +2,988 +5%
WIM
622
Westside Investment Management
California
$4.93M -$132K -1,677 -3%
BCM
623
Birch Capital Management
Texas
$4.91M -$633K -8,014 -11%
FM
624
Foster & Motley
Ohio
$4.9M -$250K -3,167 -5%
BRWA
625
B. Riley Wealth Advisors
Florida
$4.88M -$1.43M -18,093 -23%