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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 %
BCFS
651
Butensky & Cohen Financial Security
Florida
$4.49M +$141K +1,791 +3%
Credit Agricole
652
Credit Agricole
France
$4.48M -$3.64M -46,065 -45%
HBT
653
Hills Bank & Trust
Iowa
$4.47M +$59.1K +749 +1%
PCMK
654
Paragon Capital Management (Kansas)
Kansas
$4.46M -$131K -1,654 -3%
LSPW
655
Lake Street Private Wealth
Illinois
$4.46M +$2.61K +33 +0.1%
SCM
656
Shelton Capital Management
Colorado
$4.45M -$419K -5,310 -9%
EWA
657
Exencial Wealth Advisors
Oklahoma
$4.44M +$65.5K +829 +1%
MPIM
658
McGinn Penninger Investment Management
Virginia
$4.41M -$67.1K -850 -1%
ARA
659
Alexander Randolph Advisory
Virginia
$4.41M +$4.41M +55,851 New
RWA
660
River Wealth Advisors
Pennsylvania
$4.34M +$154K +1,947 +4%
OAM
661
Ostrum Asset Management
France
$4.29M -$442K -5,601 -9%
BCCM
662
Bridge Creek Capital Management
Massachusetts
$4.29M +$31.2K +395 +0.7%
BFM
663
Boothbay Fund Management
New York
$4.28M +$1.78M +22,509 +71%
LG
664
Lane Generational
Massachusetts
$4.26M -$37.7K -477 -0.9%
Wealthfront Advisers
665
Wealthfront Advisers
California
$4.23M +$895K +11,330 +27%
KJHP
666
K.J. Harrison & Partners
Ontario, Canada
$4.2M +$1.56M +19,800 +59%
DWM
667
Dakota Wealth Management
Florida
$4.2M -$243K -3,073 -5%
FCBT
668
First Citizens Bank & Trust
North Carolina
$4.2M +$705K +8,926 +20%
Boston Partners
669
Boston Partners
Massachusetts
$4.18M -$1.91M -24,211 -31%
JIC
670
Johnson Investment Counsel
Ohio
$4.18M -$510K -6,457 -11%
EWM
671
Evercore Wealth Management
New York
$4.16M -$164K -2,073 -4%
NCM
672
Narwhal Capital Management
Georgia
$4.15M -$515K -6,521 -11%
MLICM
673
Metropolitan Life Insurance Company (MetLife)
New York
$4.13M -$67.9K -860 -2%
NEI
674
Northwest & Ethical Investments
Ontario, Canada
$4.11M
HNB
675
Huntington National Bank
Ohio
$4.1M -$496K -6,285 -11%