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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 %
CTC
1051
Cetera Trust Company
Minnesota
$1.53M +$1.53M +19,343 New
MP
1052
McDonald Partners
Ohio
$1.53M -$815K -10,325 -35%
KPPF
1053
Klein Pavlis & Peasley Financial
California
$1.52M +$1.52M +19,189 New
MMM
1054
Mendel Money Management
Illinois
$1.51M +$5.21K +66 +0.3%
CHC
1055
City Holding Co
West Virginia
$1.51M -$47.2K -598 -3%
GVAG
1056
Great Valley Advisor Group
Delaware
$1.5M +$155K +1,968 +12%
FLI
1057
Family Legacy Inc
South Carolina
$1.5M -$869 -11 -0.1%
LCM
1058
Logan Capital Management
Pennsylvania
$1.5M -$131K -1,662 -8%
CAM
1059
Columbia Asset Management
Michigan
$1.5M +$41.6K +527 +3%
EA
1060
Ellsworth Advisors
Ohio
$1.5M +$58K +734 +4%
MTIC
1061
Missouri Trust & Investment Company
Missouri
$1.49M +$346K +4,385 +30%
MMA
1062
Miracle Mile Advisors
California
$1.49M -$780K -9,878 -34%
MCCP
1063
Mission Creek Capital Partners
California
$1.48M -$87.6K -1,110 -6%
PGIM
1064
Pacific Global Investment Management
California
$1.48M -$12.5K -158 -0.8%
NME
1065
Notis-McConarty Edward
$1.47M -$1.76M -22,309 -55%
WE
1066
Wealth Effects
Massachusetts
$1.46M -$25.7K -325 -2%
BCV
1067
Banque Cantonale Vaudoise
Switzerland
$1.46M -$1.25M -15,842 -46%
SC
1068
Sapient Capital
Indiana
$1.45M +$1.45M +18,413 New
CF
1069
Copperwynd Financial
Arizona
$1.45M +$240K +3,034 +20%
IIL
1070
Insight Inv LLC
California
$1.45M +$11.8K +150 +0.8%
JWCA
1071
J.W. Cole Advisors
Florida
$1.44M +$43.1K +546 +3%
BFG
1072
Beacon Financial Group
Texas
$1.44M +$77.9K +986 +6%
NIM
1073
NEOS Investment Management
Connecticut
$1.44M +$321K +4,060 +29%
CIA
1074
Concurrent Investment Advisors
Florida
$1.43M +$1.43M +18,072 New
WCBA
1075
Weaver C. Barksdale & Associates
Tennessee
$1.42M -$356K -4,512 -20%