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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 %
AFG
1151
Atomi Financial Group
New York
$1.18M +$288K +3,645 +32%
PWA
1152
Provenance Wealth Advisors
Florida
$1.17M +$30.8K +390 +3%
MGIA
1153
Moneta Group Investment Advisors
Missouri
$1.17M -$151K -1,910 -11%
IF
1154
Intrua Financial
Texas
$1.17M +$35.9K +455 +3%
HVIA
1155
Hudson Valley Investment Advisors
New York
$1.17M -$99.9K -1,238 -8%
SB
1156
Simmons Bank
Arkansas
$1.16M -$361K -4,571 -24%
SIA
1157
Schechter Investment Advisors
Michigan
$1.16M +$1.11K +14 +0.1%
KS
1158
Karpas Strategies
Connecticut
$1.15M -$78.1K -989 -6%
RA
1159
RFG Advisory
Alabama
$1.15M -$109K -1,378 -9%
VVP
1160
Venture Visionary Partners
Ohio
$1.15M +$3.08K +39 +0.3%
MIA
1161
MeadowBrook Investment Advisors
Michigan
$1.15M +$1.15M +14,537 New
KCM
1162
Knoll Capital Management
Florida
$1.14M
HW
1163
Hancock Whitney
Mississippi
$1.13M -$170K -2,154 -13%
HFBOT
1164
Home Federal Bank of Tennessee
Tennessee
$1.13M +$34.7K +440 +3%
AIP
1165
Ameritas Investment Partners
Nebraska
$1.13M -$43.2K -547 -4%
LIM
1166
Letson Investment Management
Georgia
$1.13M +$1.13M +14,254 New
MFG
1167
Merit Financial Group
Georgia
$1.12M -$524K -6,639 -32%
BMM
1168
Buffington Mohr McNeal
Idaho
$1.12M -$128K -1,625 -10%
DPIM
1169
Duff & Phelps Investment Management
Illinois
$1.12M
BB
1170
Busey Bank
Illinois
$1.12M -$213K -2,700 -16%
BG
1171
Bahl & Gaynor
Ohio
$1.12M -$25.3K -320 -2%
FFB
1172
First Financial Bankshares
Texas
$1.12M +$1.12M +14,141 New
VCA
1173
Verdence Capital Advisors
Maryland
$1.11M -$45.9K -581 -4%
FRM
1174
Fox Run Management
Connecticut
$1.11M +$77.9K +987 +8%
VFA
1175
Voya Financial Advisors
Connecticut
$1.11M -$25.5K -323 -2%