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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 %
RCA
751
Resonant Capital Advisors
Wisconsin
$3.25M -$91.8K -1,162 -3%
UB
752
UMB Bank
Missouri
$3.25M -$248K -3,142 -7%
CS
753
Crescent Sterling
Louisiana
$3.25M -$15.2K -192 -0.5%
BF
754
BOK Financial
Oklahoma
$3.24M -$70.6K -894 -2%
PS
755
Principal Securities
Iowa
$3.24M +$3.24M +40,985 New
JF
756
Jump Financial
Illinois
$3.23M +$705K +8,928 +28%
AIC
757
Archer Investment Corporation
Indiana
$3.22M +$216K +2,730 +7%
NMIMC
758
Northwestern Mutual Investment Management Company
Wisconsin
$3.21M +$9.08K +115 +0.3%
HL
759
HeadInvest LLC
Maine
$3.2M -$254K -3,213 -7%
JHCP
760
Jackson Hole Capital Partners
Oklahoma
$3.2M +$290K +3,670 +10%
SWS
761
SYSTM Wealth Solutions
Illinois
$3.2M +$238K +3,008 +8%
TIAA Trust, National Association
762
TIAA Trust, National Association
North Carolina
$3.2M -$482K -6,102 -13%
PL
763
Perpetual Ltd
Australia
$3.19M -$445K -5,638 -12%
RRA
764
Round Rock Advisors
Connecticut
$3.19M +$3.19M +40,390 New
UM
765
Ulysses Management
New York
$3.16M +$3.16M +40,000 New
HCM
766
Highlander Capital Management
New Jersey
$3.13M +$11.8K +150 +0.4%
SAM
767
Smithbridge Asset Management
Pennsylvania
$3.12M -$35K -443 -1%
WFMPM
768
Woodley Farra Manion Portfolio Management
Indiana
$3.1M -$98.3K -1,245 -3%
HCA
769
Horan Capital Advisors
Ohio
$3.08M -$87.6K -1,109 -3%
HH
770
Hilltop Holdings
Texas
$3.07M +$1.6M +20,291 +109%
RAM
771
Roanoke Asset Management
New Jersey
$3.06M -$30.6K -388 -1%
JSL
772
JT Stratford LLC
Georgia
$3.05M -$103K -1,304 -3%
HVP
773
Hudson Value Partners
Florida
$3.04M -$122K -1,551 -4%
ACM
774
Argyle Capital Management
Pennsylvania
$3.03M -$468K -5,925 -13%
PIMJS
775
PKO Investment Management Joint-Stock
Poland
$3.02M -$371K -4,700 -11%