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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 %
LD
901
Lipe & Dalton
New York
$2.21M +$21.3K +270 +1%
CA
902
Cornerstone Advisors
North Carolina
$2.21M -$458K -5,800 -17%
FMTCOCP
903
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.2M +$745K +9,435 +51%
SC
904
Searle & Co
Connecticut
$2.2M
LNWWM
905
Laird Norton Wetherby Wealth Management
California
$2.2M -$78.9K -999 -3%
TMAM
906
Tokio Marine Asset Management
Japan
$2.19M +$74.5K +943 +4%
ST
907
Sentinel Trust
Texas
$2.18M
SXL
908
Summit X LLC
Missouri
$2.18M -$2.05K -26 -0.1%
SA
909
Strategic Advisors
New York
$2.17M -$60.6K -767 -3%
MA
910
Montag & Associates
Georgia
$2.16M -$267K -3,386 -11%
ET
911
Equitable Trust
Tennessee
$2.15M +$879K +11,128 +69%
CIC
912
Carnegie Investment Counsel
Ohio
$2.15M -$154K -1,949 -7%
AIA
913
Affinity Investment Advisors
California
$2.14M -$92.9K -1,177 -4%
WAOTB
914
Wealth Advisors of Tampa Bay
Florida
$2.14M -$2.14M -27,112 -50%
CFMC
915
Curbstone Financial Management Corp
New Hampshire
$2.12M -$7.9K -100 -0.4%
FMWA
916
Forvis Mazars Wealth Advisors
Missouri
$2.12M +$37.5K +475 +2%
BAM
917
BOCHK Asset Management
Hong Kong
$2.12M +$2.12M +26,800 New
PCM
918
Palouse Capital Management
Washington
$2.11M +$150K +1,896 +8%
EP
919
Eudaimonia Partners
Tennessee
$2.1M +$17.9K +227 +0.9%
LAM
920
Lakewood Asset Management
Illinois
$2.1M -$283K -3,589 -12%
SMA
921
Sage Mountain Advisors
Georgia
$2.1M -$79.8K -1,011 -4%
GLA
922
Good Life Advisors
Pennsylvania
$2.09M +$1.77M +22,427 +555%
VNA
923
Valley National Advisers
Pennsylvania
$2.07M -$29.3K -371 -1%
IBOK
924
Independence Bank of Kentucky
Kentucky
$2.07M -$181K -2,289 -8%
PAS
925
Park Avenue Securities
New York
$2.07M -$91K -1,153 -4%