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On this page, we present all of the funds holding CVMC from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding CVMC, with a link to that fund's top holdings. The next columns
indicate the amount of CVMC stock held by each of the funds holding CVMC, followed by the CVMC position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 11 funds holding CVMC within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding CVMC), click the fund name in the "Holder" column of the funds-holding-CVMC table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 400,000 | $21,374 | 12/31/2023 | CVMC | 400,000 | $21,374 | 12/31/2023 | First Pacific Financial | 205,280 | $11,881 | 03/31/2024 | CVMC | 205,280 | $11,881 | 03/31/2024 | Colorado Capital Management Inc. | 28,323 | $1,639 | 03/31/2024 | CVMC | 28,323 | $1,639 | 03/31/2024 | Hilltop Wealth Advisors LLC | 26,155 | $1,514 | 03/31/2024 | CVMC | 26,155 | $1,514 | 03/31/2024 | Jane Street Group LLC | 24,699 | $1,320 | 12/31/2023 | CVMC | 24,699 | $1,320 | 12/31/2023 | Sandbox Financial Partners LLC | 6,793 | $393 | 03/31/2024 | CVMC | 6,793 | $393 | 03/31/2024 | Thrivent Financial for Lutherans | 3,837 | $205 | 12/31/2023 | CVMC | 3,837 | $205 | 12/31/2023 | Advisor Group Holdings Inc. | 310 | $17 | 12/31/2023 | CVMC | 310 | $17 | 12/31/2023 | US Bancorp DE | 150 | $8 | 12/31/2023 | CVMC | 150 | $8 | 12/31/2023 | Harbour Investments Inc. | 48 | $3 | 12/31/2023 | CVMC | 48 | $3 | 12/31/2023 | Community Bank N.A. | 40 | $2 | 12/31/2023 | CVMC | 40 | $2 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | CVMC | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CVMC
See Details: Top 10 Hedge Funds Holding CVMC
Also See: CVMC Holdings Changes
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