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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 %
GFL
2001
Granite FO LLC
New Hampshire
$167K
AGWCA
2002
Annis Gardner Whiting Capital Advisors
Florida
$167K
CYG
2003
Clean Yield Group
Vermont
$167K -$2.37K -30 -1%
LTI
2004
Laffer Tengler Investments
Tennessee
$163K +$49.9K +632 +44%
HI
2005
Hoey Investments
Pennsylvania
$158K +$158K +2,000 New
CBT
2006
CoreFirst Bank & Trust
Kansas
$156K -$129K -1,633 -45%
LA
2007
LM Advisors
California
$153K +$153K +1,942 New
BGAI
2008
Bruce G. Allen Investments
Colorado
$152K +$152K +1,924 New
OPTFSNA
2009
Old Point Trust & Financial Services N A
Virginia
$151K +$151K +1,916 New
KA
2010
Kozak & Associates
Colorado
$151K -$208K -2,683 -58%
CWP
2011
Concord Wealth Partners
Virginia
$151K -$262K -3,320 -63%
SAI
2012
Systematic Alpha Investments
New Jersey
$150K
EBA
2013
Eagle Bay Advisors
New York
$150K -$10.2K -129 -6%
IGWM
2014
ICA Group Wealth Management
Colorado
$146K +$146K +1,844 New
SOAMC
2015
Spirit of America Management Corp
New York
$143K
AAG
2016
Armstrong Advisory Group
Massachusetts
$143K +$4.58K +58 +3%
NRG
2017
Nemes Rush Group
Michigan
$141K -$10.7K -135 -7%
WPA
2018
West Paces Advisors
Georgia
$141K +$1.82K +23 +1%
A
2019
AJOVista
Massachusetts
$140K +$140K +1,774 New
PPC
2020
Park Place Capital
Alabama
$140K -$68.4K -866 -33%
NIMI
2021
Natixis Investment Managers International
France
$138K +$31.9K +404 +30%
MIM
2022
Meridiem Investment Management
United Kingdom
$135K
PCWA
2023
Pacific Capital Wealth Advisors
California
$135K +$135K +1,714 New
PWMG
2024
Prestige Wealth Management Group
New Jersey
$134K -$7.74K -98 -5%
SFM
2025
Systematic Financial Management
New Jersey
$133K