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 %
MJP
826
Michael J. Puzo
$2.64M -$1.3M -16,413 -33%
FI
827
FJ Investments
Utah
$2.64M +$2.64M +33,400 New
EF
828
Exeter Financial
Arizona
$2.63M +$80.4K +1,000 +3%
PTCG
829
Pring Turner Capital Group
California
$2.62M -$42.2K -534 -2%
KA
830
Kintegral Advisory
New York
$2.61M -$16.6K -210 -0.6%
KCM
831
Kornitzer Capital Management
Kansas
$2.61M -$2.53K -32 -0.1%
UAM
832
Unison Asset Management
Florida
$2.6M -$1.86M -23,512 -42%
APF
833
Alaska Permanent Fund
Alaska
$2.6M +$35.5K +449 +1%
CIC
834
Cornercap Investment Counsel
Georgia
$2.6M -$598K -7,568 -19%
TLCM
835
Twin Lakes Capital Management
California
$2.59M -$40.5K -513 -2%
JPWM
836
Jamison Private Wealth Management
Georgia
$2.58M -$161K -2,035 -6%
LA
837
Legacy Advisors
Pennsylvania
$2.58M -$1.17M -14,867 -31%
PBK
838
Peoples Bank (Kansas)
Kansas
$2.58M -$145K -1,842 -5%
BFG
839
Bleakley Financial Group
New Jersey
$2.56M +$216K +2,740 +9%
SS
840
Simplicity Solutions
Minnesota
$2.56M +$215K +2,721 +9%
SCM
841
Silvant Capital Management
Georgia
$2.55M -$5.76K -73 -0.2%
WSC
842
Wellington Shields & Co
New York
$2.55M -$192K -2,432 -7%
MIA
843
MMBG Investment Advisors
Florida
$2.55M +$315K +3,985 +14%
CP
844
Cumberland Partners
Ontario, Canada
$2.54M -$66K -945 -3%
NSB
845
Norway Savings Bank
Maine
$2.54M -$19K -241 -0.7%
LOAMS
846
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.54M +$1.63M +20,692 +181%
1832 Asset Management
847
1832 Asset Management
Ontario, Canada
$2.53M +$613K +7,762 +32%
WC
848
Waterloo Capital
Texas
$2.52M +$2.52M +31,904 New
BC
849
Burney Company
Virginia
$2.52M -$189K -2,393 -7%
CA
850
Continuum Advisory
Idaho
$2.52M +$349K +4,422 +16%