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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 %
SWP
626
Stratos Wealth Partners
Ohio
$4.84M -$364K -4,613 -7%
KIC
627
Keating Investment Counselors
Florida
$4.83M -$426K -5,390 -8%
NSIM
628
North Star Investment Management
Illinois
$4.82M -$103K -1,305 -2%
GCM
629
Garland Capital Management
Washington
$4.81M -$320K -4,050 -6%
Lido Advisors
630
Lido Advisors
California
$4.75M +$137K +1,740 +3%
LJHT
631
Laurie J. Hall Trustee
$4.74M +$10.7K +135 +0.2%
FTC
632
Farmers Trust Company
Ohio
$4.74M -$24.4K -309 -0.5%
PWLP
633
Prio Wealth Limited Partnership
Massachusetts
$4.73M -$195K -2,468 -4%
HWM
634
Hohimer Wealth Management
Washington
$4.72M +$51.5K +652 +1%
CNBT
635
Canandaigua National Bank & Trust
New York
$4.72M -$102K -1,296 -2%
PCM
636
Prana Capital Management
Connecticut
$4.71M +$3.52M +44,598 +296%
SCM
637
Soleus Capital Management
Connecticut
$4.7M -$10.5M -133,054 -69%
EI
638
Ethic Inc
New York
$4.69M +$210K +2,656 +5%
VWA
639
Visionary Wealth Advisors
Illinois
$4.68M +$41.6K +527 +0.9%
MCM
640
Mengis Capital Management
Oregon
$4.63M -$64.9K -822 -1%
NA
641
NewEdge Advisors
Louisiana
$4.62M -$1.09M -14,105 -19%
BC
642
Bartlett & Co
Ohio
$4.62M -$824K -10,430 -15%
BCWM
643
Bartlett & Co Wealth Management
Ohio
$4.62M -$824K -10,430 -15%
SWP
644
Strategic Wealth Partners
Ohio
$4.6M +$1.16M +14,691 +34%
ISL
645
Ingalls & Snyder LLC
New York
$4.58M -$451K -5,712 -9%
CCM
646
Campbell Capital Management
Florida
$4.57M +$4.57M +57,874 New
ISB
647
Iowa State Bank
Iowa
$4.56M -$25.7K -325 -0.6%
DAS
648
Dynamic Advisor Solutions
Arizona
$4.52M +$193K +2,370 +4%
AC
649
Arjuna Capital
North Carolina
$4.51M +$1.32M +16,683 +41%
LNB
650
Ledyard National Bank
$4.5M -$134K -1,702 -3%