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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 %
NBT
1101
Northwest Bank & Trust
Iowa
$1.35M +$1.35M +17,110 New
BTWM
1102
Baker Tilly Wealth Management
Wisconsin
$1.35M -$239K -3,030 -15%
DBRC
1103
D.B. Root & Company
Pennsylvania
$1.34M +$48.5K +614 +4%
CWM
1104
Cornerstone Wealth Management
Missouri
$1.34M +$48.8K +618 +4%
VI
1105
Versor Investments
New York
$1.33M +$692K +8,765 +108%
TWA
1106
TCI Wealth Advisors
Arizona
$1.33M +$32.5K +411 +2%
Twin Tree Management
1107
Twin Tree Management
Texas
$1.33M +$1.33M +16,846 New
OWA
1108
Octavia Wealth Advisors
Ohio
$1.33M -$17.1K -216 -1%
IAIM
1109
International Assets Investment Management
Florida
$1.32M +$135K +1,715 +11%
FCA
1110
FinTrust Capital Advisors
South Carolina
$1.32M -$62.9K -797 -5%
NFA
1111
Northern Financial Advisors
Michigan
$1.32M +$246K +3,113 +23%
MWA
1112
Midland Wealth Advisors
Illinois
$1.31M +$1.31M +16,653 New
AP
1113
Americana Partners
Texas
$1.31M
MBT
1114
Montecito Bank & Trust
California
$1.29M -$335K -4,241 -21%
WCM
1115
Weaver Capital Management
Georgia
$1.29M +$1.29M +16,277 New
NG
1116
Northstar Group
New York
$1.27M -$152K -1,921 -11%
HI
1117
Handelsinvest Investeringsforvaltning
Denmark
$1.27M +$1.27M +16,133 New
SAG
1118
SageView Advisory Group
California
$1.27M -$22.6K -306 -2%
1SB
1119
1ST Source Bank
Indiana
$1.27M +$153K +1,939 +14%
PIM
1120
Penobscot Investment Management
Massachusetts
$1.27M -$156K -1,972 -11%
OC
1121
Oarsman Capital
Wisconsin
$1.27M +$59.7K +756 +5%
MIM
1122
Morningstar Investment Management
Illinois
$1.26M -$60.1K -761 -5%
RMAM
1123
Raab & Moskowitz Asset Management
New Jersey
$1.26M -$49.1K -622 -4%
GCM
1124
Gladius Capital Management
Illinois
$1.26M -$6.63K -84 -0.5%
NW
1125
NewEdge Wealth
Pennsylvania
$1.26M -$163K -2,061 -11%