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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 %
ESB
976
Essex Savings Bank
Connecticut
$1.81M -$15.8K -200 -0.9%
FMC
977
First Merchants Corp
Indiana
$1.8M -$1.15M -14,627 -39%
KOC
978
Koss-Olinger Consulting
Florida
$1.79M +$590K +7,465 +49%
HT
979
Heritage Trust
Oklahoma
$1.78M +$126K +1,593 +8%
MWM
980
Moran Wealth Management
Florida
$1.78M +$933K +11,813 +110%
LIM
981
Loudon Investment Management
New Hampshire
$1.78M +$612K +7,753 +52%
COI
982
Connable Office Inc
Michigan
$1.78M -$255K -3,233 -13%
PCA
983
Peddock Capital Advisors
Massachusetts
$1.78M +$58K +735 +3%
NDSI
984
Newman Dignan & Sheerar Inc
Rhode Island
$1.77M +$42.2K +535 +2%
SPC
985
Sigma Planning Corp
Michigan
$1.77M -$2.81M -35,612 -61%
SC
986
Stolper & Co
Oklahoma
$1.77M -$59.4K -752 -3%
AIM
987
ARGA Investment Management
Connecticut
$1.76M +$13.7K +173 +0.8%
WANY
988
Wealthspire Advisors (New York)
New York
$1.76M +$16.6K +210 +1%
IWS
989
Insight Wealth Strategies
California
$1.76M +$266K +3,373 +18%
FC
990
FCA Corp
Texas
$1.75M -$1.82K -23 -0.1%
MNBTD
991
Moody National Bank Trust Division
Texas
$1.75M -$1.17M -14,790 -40%
KIA
992
KCM Investment Advisors
California
$1.75M -$36.2K -458 -2%
PA
993
Profund Advisors
Maryland
$1.73M +$178K +2,257 +11%
BAM
994
Boyar Asset Management
New York
$1.73M -$66.9K -847 -4%
TPW
995
Transatlantique Private Wealth
New York
$1.73M +$112K +1,419 +7%
BPWM
996
Badgley Phelps Wealth Managers
Washington
$1.73M +$405K +5,135 +31%
SDWIA
997
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.73M +$226K +2,857 +15%
HCM
998
Howland Capital Management
Massachusetts
$1.72M -$4.6M -58,226 -73%
AWM
999
Axxcess Wealth Management
California
$1.72M +$95.9K +1,215 +6%
GTAM
1000
Global Trust Asset Management
Florida
$1.72M -$171K -2,172 -9%